Pricing
Invest in Strategy, Not Just Compliance.
Three tiers designed for where you are now, from tax filing to year-round planning. If we can't find savings that exceed our fees, we'll tell you upfront.
5,000+
Returns Filed
$22K+
Average Annual Savings
5.0
Google Rating (12 Reviews)
Foundation
Tax Preparation
From $1,000
one-time
Perfect for individuals and basic business returns
File My Returns RightWhat's included:
- Individual or business tax return
- Maximum deduction identification
- E-filing included
- Audit support
- Year-round email support
Most Popular
Strategy
Tax Planning
From $2,500
per year
6-8x average return on investment
Strategic tax planning for high-income earners
Start Saving $22K/YearWhat's included:
- Everything in Tax Preparation
- Quarterly tax planning sessions
- Entity structure optimization
- Retirement planning strategies
- Multi-year tax projections
- Priority phone support
Partnership
Full Service
Custom
contact us
Complete financial and tax management
Build My Tax StrategyWhat's included:
- Everything in Tax Planning
- Monthly bookkeeping
- Payroll management
- CFO-level guidance
- Business formation & compliance
- Dedicated tax strategist
Free Consultation
Year-Round Support
If we can't find savings that exceed our fees, we'll tell you upfront