What We Do
Helping you grow, protect, and preserve your wealth.
Entity setup done right the first time, including state filing fees and your EIN.
Individual, sole prop, and business returns (1065/1120/1120-S), prepared and filed correctly.
Monthly books kept current and clean. Sales tax and franchise tax filing available as an add on.
Three tiers to match your team size, plus $6/employee (up to 10; $8/employee for 11+).
Pricing
Includes state filing fees & EIN
$750
Starting at $200+
$500+
1065 / 1120 / 1120-S
Starting at $900+
Sales tax & franchise tax filing available as an add on
Starting at $300/month
$6/employee up to 10 employees, $8/employee for 11+
Basic
$47/month
Standard
$95/month
Premium
$150/month
The Strategy Assessment
A deep, one time review of your tax and financial situation. Flat fee, discussed on your discovery call.
Inside the Strategy Assessment
Days 0–2
Secure Intake
Engagement signed and documents gathered: returns, P&L, entity records, and current assets.
Days 2–4
Retroactive Audit
Your last three years of returns and P&Ls reviewed for missed deductions and a liability projection.
Days 4–7
Plan Build
Your numbers and goals mapped against every strategy: entity, retirement, property, capital.
Days 7–9
Internal Review
Final internal review to confirm everything is accurate and fully compliant before it reaches you.
Day 9
Delivery Session
We walk the entire plan through with you live, strategy by strategy.
