OUR SERVICE PACKAGES
We help you choose the right package.
All packages include prior-year tax return review & feedback, a year-end tax planning meeting,
a year-end bookkeeping review (for business clients), and
IRS notice review.
The SOLO Package
Your Own Dedicated Accountant
The Solo Package is ideal for solo-based proprietors, LLCs, and PLLCs (not applicable to partnerships and corporations) 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.
Tax Advisory Package
Your Own Dedicated Tax Advisor
The Tax Advisory Package is designed for individual taxpayers and/or small businesses that already have a bookkeeper and/or CFO and want to add a knowledgeable tax advisor to their financial team. We provide individual/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 financial decisions. This package goes beyond compliance to deliver strategic insight and ongoing guidance tailored to your individual and/or business situation.
Flat-fee investment starting at $1,500+ for individuals.
All Inclusive CARE Package
Your Own Dedicated Team of Experts
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.
New Business Package
Your Own Dedicated Business Coach
The New Business 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.
Investment starting at $2,500+ with payment plans available.
Flat Fee & Monthly Packages
We offer flat fees and monthly packages for bookkeeping, client accounting services, tax preparation (compliance only), and IRS and state representation/resolution services.
Schedule your complimentary phone consultation to learn more here.
The CARE Concierge
Your Own Dedicated Client Success Manager
The CARE Concierge provides comprehensive tax, estate, and legacy support for individuals, families, fiduciaries, and business owners. Services include income tax preparation for individuals, trusts, and decedent estates, along with guidance on wealth transfer, estate planning, business succession, and tax-efficient legacy planning. Clients receive year-round access to our team, twice-yearly planning meetings, IRS notice support, and 24/7 access to a secure client portal.
Flat-fee investment starting at $1,500+.