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Pricing

Choose the package that best fits your needs

Gold

For individuals that want to know their tax liability on a monthly basis
$ 450 Monthly
  • Bookkeeping - Monthly Reconciliation
  • Financial Statements - Issued Monthly
  • Personal Tax Return
  • Tax Planning Calls - Quarterly
  • Tax Planning - Monthly
  • Owers Draw Review - Monthly
  • Dedicated CFO - Unlimited
  • Bookkeeping Support - Unlimited
  • A/R Tracking - Monthly

Silver

For individuals that want to know their tax liability on a quartly basis
$ 325 Monthly
  • Bookkeeping - Quarterly Reconciliation
  • Financial Statements - Issued Quarterly
  • Personal Tax Return
  • Tax Planning Calls - Semi Annually
  • Tax Planning - Quarterly
  • Owers Draw Review - Quarterly
  • Dedicated CFO - Up to 3 Calls / Month
  • Bookkeeping Support - Unlimited
  • A/R Tracking - Monthly

Bronze

For individuals that are okay not knowing what their tax liability will be until year end
$ 275 Monthly
  • Bookkeeping - Annual Reconciliation
  • Financial Statements - Issued Annually
  • Personal Tax Return
  • Tax Planning Calls - Annually
  • Tax Planning - Annually
  • Owers Draw Review
  • Dedicated CFO - 1 Email Question / Month
  • Bookkeeping Support - Unlimited
  • A/R Tracking - Monthly

For those that have an S-Corp filing requirement

1120S Corporate Returns – $100 additional each month

Payroll Services – $25 additional each month