HOW IT WORKS
Select Your Plan
PERSONAL TAX PLAN
STARTING AT
$
499
One Time**
- Email Correspondence
- Free Webinars & Videos
- Monthly Tax Newsletter
- Personal Tax Preparation
Business & Personal Tax Plan
STARTING AT
$
199
Per Month**
- Email Correspondence
- Free Webinars & Videos
- Monthly Tax Newsletter
- Personal Tax Preparation
- Business Tax Preparation
- 30 Minute Strategy Meeting
Business Tax & Accounting Plan
STARTING AT
$
399
Per Month**
- Email Correspondence
- Free Webinars & Videos
- Monthly Tax Newsletter
- Personal Tax Preparation
- Business Tax Preparation
- 30 Minute Strategy Meeting
- Monthly Bookkeeping
- Dedicated Accounting Team
Business Master Plan
STARTING AT
$
499
Per Month**
- Email Correspondence
- Free Webinars & Videos
- Monthly Tax Newsletter
- Personal Tax Preparation
- Business Tax Preparation
- 60 Minute Strategy Meeting
- Monthly Bookkeeping
- Dedicated Accounting Team
- Tax Consulting
** Does not apply to Puerto Rico tax incentive clients
*All monthly plans require a 12 month commitment
Learn 5 Cool Tax Strategies
WE USE TO SAVE OUR CLIENTS MONEY
UNDECIDED ON WHICH PLAN IS BEST FOR YOU?
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COMMON QUESTIONS
WHAT IS THE ANNUAL TAX STRATEGY MEETING?
It is a strategy meeting to make sure you are getting all of the tax deductions you are entitled to.
DO THE TAX PLANS INCLUDE FILING OF MY STATE AND LOCAL INCOME TAX RETURNS?
Yes, the price includes federal, state and local income tax filings.
HOW DOES MY UNLIMITED TAX CONSULTING PACKAGE WORK?
You decide when you need to talk to one of our tax professionals and then you schedule your meeting. Scheduling is done through our mobile app or our website.
HOW LONG DO MY TAX CONSULTATIONS LAST?
Each consultation is 30 minutes.
WHAT ACCOUNTING PROGRAM WILL YOU USE TO DO MY BOOKKEEPING ON?
We use QuickBooks online or Xero, depending on the client and their need.
DOES THE MONTHLY BOOKKEEPING PACKAGE INCLUDE YOU WRITING MY CHECKS AND PAYING MY BILLS?
No, the bookkeeping package is to enter your income and expenses into an accounting program in order to produce monthly financial statements.
WHAT DOES IT MEAN TO HAVE A DEDICATED ACCOUNTING TEAM?
This means you will have the same accountants assigned to your account each month. This way they will come to understand your business and will be able to have a stronger relationship with you.
WHAT TYPE OF INFORMATION IS INCLUDED IN YOUR MONTHLY NEWSLETTER?
The monthly newsletter includes the latest tips and strategies on tax, accounting and finance. Our clients find these newsletters very helpful in guiding them into making better decisions.
