Service Plans

Pricing that suites your needs

Choose Your desired Service level

Current Year filing and tax services

Basic

Current year support and federal filing

$3000/Yearly

Get Started
  • Composite Election guidance & Quarterly Estimates Calculation
  • State & federal notice resolution
  • Audit support
  • Filing of current year federal return and up to two states
  • $400 per additional state filing

Total Solution Partnership

Best Value

Current year & complete analysis of 3 year returns plus CFO services (does not include State Amendments)

$5000/Yearly

Get Started
  • Includes all the services in the Basic Services plan
  • Fractional CFO Services
  • Review of the last 3 years federal tax returns for missed opportunities and recommendations
  • Amend up to 3 years of federal Return Filings for Missed Refunds.
  • Comprehensive tax strategy to maximize cash flow and reduce tax liability

Standalone services

Filing Only

Compliance only

$Varies

  • State Tax Return- $400 per return
  • Federal Tax Return- $600 per return
  • Quarterly tax estimates computation- $250 per quarter
  • Tax notice/inquiry research & response- $350
  • Tax audit support- $750 per occurence

Frequently Asked Questions

What happens if I need to amend my tax return?

We recommend that you signup for the total solution plan as it includes all the services in the basic plan plus up to 3 years of federal tax amendments. With just the basic plan, amendments are $600 per return.

Do you offer referral discounts?
Yes, we provide a 10% referral discount for every client referred to us after onboarding.
Do you offer monthly or quarterly payments

Yes- you can choose to split your payment into 4 quarterly payments or 10 installments with automatic debit draw.