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MEMBERSHIP

Find one that works for you

  • The Community Group

    0$
     
    Invitation Only: Your Own Dedicated Community
    Free Plan
    • Important Announcements
    • Tax Due Date Reminders
    • Latest Tax News
    • Early Bird Specials to Events & Offerings
    • Post Comments & Ask Questions
    • Opportunities to Win a Free Consultation

  • The CARE Conciergeâ„¢

    150$
    Every month
    Ideal for Individuals and Your Loved One’s End of Life
     
    • *Starting at $1,500 Per Year+
    • Income Tax Preparation for Individual & Estate
    • Year-Round Tax Team Access and Support
    • In Person or Virtual Appointments
    • 24/7 Secure Client Portal

  • The Solo Package

    350$
    Every month
    Ideal for Solopreneur Businesses Generating Up to $150k Per Year
     
    • Starting at $350 Per Month+
    • Accounting System Setup & Review
    • Monthly Bookkeeping
    • Federal, State, and Local Taxes
    • Year-Round Tax Team Access and Support
    • Audit Assistance & Support
    • 24/7 Secure Client Portal

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 $350 per month.

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All-Inclusive CARE Package is designed for businesses with a gross revenue of $150k or more that are scaling and looking for all-inclusive, ongoing accounting support, and year-round tax advisory services to minimize their taxes. The investment starts at $850 per month.

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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 $1,500 per month.

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