Pricing
Membership Plans
Our pricing plans are customized to your needs.
Comprehensive Consultation & Custom Plan
$975
We uncover the tax savings you’re missing and build a personalized roadmap for your goals. Our custom strategy turns complex tax rules into a clear, actionable plan to help you keep more of what you earn.
No savings = your fee is returned.
Basic
Clients pay on average
$597/month
A trusted CPA partner, all year
What you get:
Responsive service and email support for tax questions
Quarterly advisory calls and quarterly tax estimates handled for you
Monthly bookkeeping, reconciliations, and reporting
Tax return preparation and filing
Payroll processing and support
Complete
Clients pay on average
$749/month
Year-round confidence, with the extras that matter
Everything in Basic, plus:
Priority email support
Weekly office hours for quick questions
Advisory calls every two months
Priority tax return filing
Weekly IRS transcript monitoring to avoid surprises
$1 Million Tax Audit DefenseTM
Premium
Clients pay on average
$1,999/month
Our highest level of access and personal service
Everything in Complete, plus:
Text/SMS access to your advisor with quick response
Monthly advisory calls
Weekly bookkeeping
Custom management reporting
In-depth CFO meeting & reporting structure
High volumes of transactions, revenue & complexity