HOW IT WORKS

Select Your Plan

PERSONAL TAX PLAN

STARTING AT

$ 499 One Time
  • Unlimited Emails
  • Free Webinars & Videos
  • Monthly Tax Newsletter
  • Personal Tax Preparation

Personal Tax Plan

STARTING AT

$ 199 Per Month
  • Unlimited Emails
  • Free Webinars & Videos
  • Monthly Tax Newsletter
  • Personal Tax Preparation
  • Business Tax Preparation
  • 30 Minute Strategy Meeting
  • 60 Minute Strategy Meeting

Personal Tax Plan

STARTING AT

$ 399 Per Month
  • Unlimited Emails
  • Free Webinars & Videos
  • Monthly Tax Newsletter
  • Personal Tax Preparation
  • Business Tax Preparation
  • 30 Minute Strategy Meeting
  • 60 Minute Strategy Meeting
  • Monthly Bookkeeping
  • Dedicated Accounting Team

Personal Tax Plan

STARTING AT

$ 499 Per Month
  • Unlimited Emails
  • Free Webinars & Videos
  • Monthly Tax Newsletter
  • Personal Tax Preparation
  • Business Tax Preparation
  • 30 Minute Strategy Meeting
  • 60 Minute Strategy Meeting
  • Monthly Bookkeeping
  • Dedicated Accounting Team
  • Unlimited Tax Consulting

Learn 5 Cool Tax Strategies

WE USE TO SAVE OUR CLIENTS MONEY

UNDECIDED ON WHICH PLAN IS BEST FOR YOU?

SCHEDULE YOUR FREE 30 MINUTE CONSULTATION NOW

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.