These services are offered on an ongoing basis:

 

Tier 1: Essential Package

 

This is designed for small businesses or startups with simpler tax situations and basic bookkeeping needs.

Services Included:

• Business tax prep (1065/1120/1120-S)

• Personal tax return

• Bookkeeping* (Basic: <3 bank accounts)

• Transcript monitoring

• Estimated tax payments

• Email/portal support (response within 48 hours)

• Pricing: $4,500–$6,000 annually

 

Ideal for: small businesses, sole proprietors, or startups with basic tax and bookkeeping needs.

 

Tier 2: Growth Package

 

This is aimed at established small businesses or mid-size businesses with more complex needs and higher transaction volume.

Services Included:

• Business tax prep (1065/1120/1120-S)

• Personal tax return

• Bookkeeping (Intermediate: 3-5 bank accounts)

• Transcript monitoring

• Estimated tax payments

• Audit protection

• Quarterly calls (30-60 minutes)

• Email/portal support (response within 24 hours)

• Pricing: $6,500–$8,500 annually

Ideal for: growing businesses that require more consistent guidance and support, moderate bookkeeping, and audit protection.

 

Tier 3: Premium Package

 

This is for larger or more complex businesses with substantial needs, requiring personalized, frequent contact and higher-level support.

Services Included:

• Business tax prep (1065/1120/1120-S)

• Personal tax return

• Bookkeeping (Advanced: 5+ bank accounts)

• Transcript monitoring

• Estimated tax payments

• Audit protection

• Quarterly calls (60-90 minutes)

• Email/portal support (response within 12 hours)

• Monthly financial reviews and consultations

• Tax planning strategies and implementation

• Pricing: $9,000–$13,000 annually

Ideal for: businesses with complex tax situations, high transaction volumes, and a need for frequent financial oversight and strategic planning.

 

Optional Add-ons (For any tier):

• Additional Personal Returns: +$300–$500 per return

• Additional Quarterly Calls or Meetings: +$150–$300 per call

• CFO-level services or Financial Analysis: +$500–$1,500* per month

 

Tailored Recommendations:

• Smaller Businesses (under 10 employees): The Essential or Growth packages would be most fitting.

• Mid-size to Large Businesses: The Growth or Premium packages offer more comprehensive support and flexibility for tax, bookkeeping, and strategic planning.