bundle deals
Year-Round Tax Planning Bundles
Our comprehensive packages have everything you need to remain complaint and minimize your taxes.
Tax Planning Bundle
per month ($71/mo with annual billing)
$79
per month ($71/mo with annual billing)
- dedicated CPA/EA
- unlimited consultations
- year-round tax planning
- business advisory
- quarterly reviews
- review of prior tax returns
- entity structuring
- secure client portal
- dext mobile app
tax consulting
tax consulting
personal plan
personal plan
Tax Planning & Preparation Bundles
$99
per month (click below to view more plans)
- 1 federal and 1 state tax filing
- dedicated CPA/EA
- unlimited consultations
- year-round tax planning
- business advisory
- quarterly estimates
- review of prior tax returns
- entity structuring
- secure client portal
- dext mobile app
- audit & notice support
tax plan
tax plan
tax plan
Tax & Bookkeeping Bundles
$199
per month (click below to view more plans)
- Monthly Bookkeeping
- QuickBooks Online Accounting Software
- dedicated Certified QuickBooks Proadvisor
- dedicated CPA/EA
- unlimited consultations
- year-round tax planning
- business advisory
- quarterly estimates
- review of prior tax returns
- entity structuring
- secure client portal
- dext mobile app
- audit & notice support
bookkeeping plan
*extra fees apply for additional tax returns and international filings
Request a free consultation.
Getting started is easy. You may request a consultation by filling out the form below or you can also schedule an appointment on our get started page here. One of our team members will contact you at a time that works best for you. After learning more about your objectives we can offer personalized advice.