Bronze Package

  • Pay for each service separately

  • Below are base rates. Rates will go up with services requiring additional time and complexity. 

Silver Package

  • Monthly subscription

  • Must undergo a FULL comprehensive tax planning review before joining package. Involves multiple zoom calls and a detailed plan for implementation. Cost: 1,000

  • Cost: 100 - 500 (Depending on time and complexity)

Gold Package

  • Monthly subscription
  • Must undergo a FULL comprehensive tax planning review before joining package. Involves multiple zoom calls and a detailed plan for implementation. Cost: 1,000
  • Cost: 300 - 1,200 (Depending on time and complexity)
Services Offered Bronze Package Silver Package Gold Package
Individual Tax Return 300 X X
Partnership Tax Return 750 X X
S-Corporation Tax Return 1,000 X X
Simple Tax Planning Session (40 Min - Zoom) 100 X X
Simple Business Tax Planning Session (40 Min - Zoom) 150 X X
Comprehensive Tax Planning (Implimentation) 500+ X X
Monitoring Books, Payroll, Reconciliations X X
QuickBooks Subscriptions X X
Monthly Bookkeeping X
Quarterly Meetings (Coaching and Implimentation) X
Financial Planning Implimentation X