Business Support
From basic compliance topics to strategic tax planning and advisory for LLCs, S-Corps, partnerships, & growing businesses.
Compliance Plus
When your business tax picture is well-defined and you just need it done right.
We streamline your individual and business taxes + provide a recap each year.
Starting at $289/month
Accurate federal and state return preparation for yourself and your business.
Withholding Analysis to ensure your paycheck is aligned with your goals.
Year-end tax summary so you understand what happened and why.
One pre- or post-tax meeting.
A complimentary paper copy of your completed return(s).
Option to add on additional services such as bookkeeping or payroll.
Success Plan
When you want help lowering your tax bill and growing your business. But you still need to manage your own accounting & payroll.
We provide everything in Compliance Plus + provide strategic help year-round.
Starting at $469/month
Proactive year-end tax planning.
Personal and business goal planning so you have symmetry between what you want from your business and personal finances.
Ongoing tax strategy to ensure you’re maximizing your after-tax wealth and heading in the right direction.
Entity compliance, including registered agent services and business license renewals.
Agency notice assistance to understand correspondence from federal, state, or local agencies.
Phone and email access to your dedicated advisor and up to four meetings per year to do quarterly planning and review any changes.
Premier Plan
When you want a dedicated financial partner who handles everything so you can focus on building your business.
We provide provide everything in Success Plan + comprehensive tax strategy and complete peace of mind.
Starting at $799/month
Audit protection — we represent you and handle all federal, state, or local correspondence on your behalf.
Unlimited priority access and dedicated advisor with fast response times.
Year-round proactive outreach so you're never caught off guard.
Business health checks, including analysis of your entity structuring, so you can understand how financially healthy your business really is.
Personal threats checklist and comprehensive monitoring to ensure you’re paying the least amount of tax possible and are prepared for anything that may happen in the future.