The CARE Concierge is designed to support individuals and their loved ones through end-of-life planning and beyond. We provide comprehensive income tax preparation for individuals and descendant estates, along with year-round access to our dedicated team, semi-annual meetings, IRS notice support, and 24/7 access to a secure client portal. 

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The investment starts at $150 per month or $1,500 annually, offering a $300 savings with annual payment. 

The Tax Advisory Package is designed for small businesses that already have a bookkeeper and/or CFO and want to add a knowledgeable tax advisor to their financial team. We provide business tax preparation along with proactive, year-round tax advisory services, working collaboratively with your existing professionals to align tax strategy with financial goals, identify tax-saving opportunities, and support informed business decisions. This package goes beyond compliance to deliver strategic insight and ongoing guidance tailored to your business.

 

The investment starts at $395 per month, with pricing based on complexity and scope of services.

The Solo Package is ideal for startups, solo service-based proprietors, LLCs, and PLLCs seeking reliable accounting and tax support. We offer accounting system setup and review, along with monthly done-for-you bookkeeping services. Our comprehensive accounting care ensures your records are accurate, timely, and well-maintained. With our team managing your books and taxes, you can focus on running and growing your business with confidence. 

 

The investment starts at $595 per month.

CFO/Controller is a great fit for established businesses doing $250k or more in revenue. We help bring clarity to your numbers, manage cash flow, keep your books clean, and provide strategic insight so you can make more informed decisions. Our financial leadership helps you stay on track, plan for growth, and free up your time to focus on running the business. 

 

The investment starts at $1,595 per month.

All-Inclusive CARE Package is designed for businesses with a gross revenue of $150k or more that are growing and looking for all-inclusive, ongoing accounting support, and year-round tax advisory services to minimize their taxes. 

 

The investment starts at $895 per month.