Premium Service Packages
Our Premium Service Packages combine our most popular tax, accounting, and advisory solutions into simplified bundles that save you time, money, and stress. Designed for individuals, startups, and growing businesses, these packages provide all-in-one support for your ongoing financial and compliance needs.
Available Packages:
Start-Up Launch Package – EIN + LLC Formation + Business Tax Setup + Consultation — from $299
Small Business Growth Package – Monthly Bookkeeping + Payroll + Quarterly Tax Filing — from $499/month
Annual Compliance Package – Annual Return + State Filings + Year-End Reports — from $399/year
Tax & Finance Advisory Plan – 4 Quarterly Strategy Sessions + Year-End Review — from $499/year
Individual Pro Tax Plan – Federal + State Return + 1-Hour Planning Call — from $199
Average Turnaround: Varies by package
Available: Nationwide online or in-person by appointment
Why It’s Unique: Comprehensive, cost-effective, and customizable — giving you everything you need to stay compliant and confident year-round.
Price: $175 (Consultation or Setup Fee)
Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495
One-time purchase: 1× 60-minute consultation (Starter Online).
Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and plan summary
✓ Quarterly performance or compliance review
Note:
Package customization or in-person setup outside our main office may include additional costs depending on travel, system setup, or third-party filing fees.
All fees are confirmed in advance.
Subscriptions renew monthly or annually based on the selected plan and can be canceled with 30 days’ notice before renewal.
Our Premium Service Packages combine our most popular tax, accounting, and advisory solutions into simplified bundles that save you time, money, and stress. Designed for individuals, startups, and growing businesses, these packages provide all-in-one support for your ongoing financial and compliance needs.
Available Packages:
Start-Up Launch Package – EIN + LLC Formation + Business Tax Setup + Consultation — from $299
Small Business Growth Package – Monthly Bookkeeping + Payroll + Quarterly Tax Filing — from $499/month
Annual Compliance Package – Annual Return + State Filings + Year-End Reports — from $399/year
Tax & Finance Advisory Plan – 4 Quarterly Strategy Sessions + Year-End Review — from $499/year
Individual Pro Tax Plan – Federal + State Return + 1-Hour Planning Call — from $199
Average Turnaround: Varies by package
Available: Nationwide online or in-person by appointment
Why It’s Unique: Comprehensive, cost-effective, and customizable — giving you everything you need to stay compliant and confident year-round.
Price: $175 (Consultation or Setup Fee)
Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495
One-time purchase: 1× 60-minute consultation (Starter Online).
Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and plan summary
✓ Quarterly performance or compliance review
Note:
Package customization or in-person setup outside our main office may include additional costs depending on travel, system setup, or third-party filing fees.
All fees are confirmed in advance.
Subscriptions renew monthly or annually based on the selected plan and can be canceled with 30 days’ notice before renewal.