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. 

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.

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.

We offer flat fee packages for tax representation. 

All-Inclusive CARE Package is designed for businesses 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.