Tax Packages


Designed for business leaders starting their business

  • 30-minute starter consultation
  • Tax preparation:

Which Includes (1) 1040 tax

return + (1) State tax return +

(1) Schedule

And may also include (1)

1120S or 1065 Business

Returns + (1) Business State

Tax Return

  • (4) Quarterly estimated payment calculations
  • (4) Bookkeeping review and strategic analysis sessions (30 minutes)
  • Examined prior year’s tax returns
  • S Corporation Election
  • 12-month ongoing email support


Designed for people starting in the first 2-5 years in business

  • All "Growth" package features
  • (4) Quarterly strategic review calls
  • Tax Planning, Tax Projection Worksheets
  • Tax Reduction, Shifting and Deferral Analysis
  • Small Business Tax Deductions Optimization
  • Section 199A QBI Deduction Tax and Salary Optimization
  • Situational Tax Law Research (up to 3 hours annually)


Designed for people starting in the first 2-5 years in business with net income over $50,000

  • All "Scale" package features
  • Employee Payroll Set up (Up to 5 employees)
  • Employee Payroll (bi-weekly)
  • Accountable Plan
  • Quarterly financial performance and management reports


This is small business owners that prefer to

  • Based on QuickBooks Online
  • Monthly Bank and Credit Card Reconciliations.
  • Monthly Financial Reports and Customized Report for analysis
  • Adjustments, Reclassifications, and monthly closing of Accounting/Books.
  • Quarterly Revision with company owners.
  • Advise on how to use and sync third-party apps with the software if needed.
  • Access to your financials 24/7
  • Email support by dedicated advisor


Below are a few of the services we offer, along with their estimated fee:

  • 30 Minute Initial Business Consultation
  • Individual Tax Returns (Federal + State)
  • Partnerships, S Corp, Corp Tax Preparation (Federal + State)
  • CPA Business Consulting
  • Quarterly Estimated Tax Payment Calculation
  • Tax Planning: 60 Minutes

Year-Round Tax Planning

  • QuickBooks Help And Setup, Financial Statement Reconstruction, or QuickBooks Cleanup
  • Business Formation + State filing fees
  • S-Corp Election (depends on timing)
  • Payroll Set up
  • Annual Federal 1099 Filing Preparation - Filings for Up to 5 Contractors (does not include audit support)
  • Quarterly Review and Reconciliation- Small businesses per quarter
  • Annual Review and Reconciliation