The Solo Package is ideal for solo-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. ​

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The investment starts at $500 per month, with pricing based on complexity and scope of services.

The Tax Advisory Package is designed for established businesses that already have a professional 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.

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

The All-Inclusive CARE Package is ideal for growing businesses seeking all-inclusive, year-round access to personalized support and dedicated team services. With comprehensive accounting, year-round tax advisory services, and audit assistance, we help minimize your tax liabilities while keeping your records compliant. Enjoy peace of mind with proactive tax strategies and professional support, allowing you to focus on what you do best, growing your business with confidence.

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Pricing is based on complexity and the scope of services.

The Early Stage Package is designed for startup founders at the beginning of their journey. It includes guidance on choosing and setting up your business entity, accounting software implementation, foundational bookkeeping education, and year-end guidance to help you keep your records tax-ready and stay organized for growth from day one.

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The investment is a one-time payment ranging from $2,500 - $3,000. 

We offer flat fees and monthly packages for bookkeeping and tax representation services.

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Schedule your complimentary phone consultation to learn more here. 

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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, trusts, and decedent estates, along with year-round access to our dedicated team, twice-yearly planning meetings, IRS notice support, and 24/7 access to a secure client portal.

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​The investment starts at $1,500 annually.