What Service Level Do You Need?

Accounting Services

Standard

Perfect for small businesses with straightforward needs making $500k or less

$500/month

  • Monthly reconciliation of up to
    3 bank accounts

  • Standard Financial Statements

  • Business tax return preparation
    and filing

  • One personal tax return preparation
    and filing

  • Quarterly financial review meetings

  • Convenient communication via Slack

Most Popular

Plus

Ideal for growing businesses that need comprehensive support

$1000/month

  • Everything in Standard tier

  • Additional account reconciliation

  • Advanced financial reports with KPI
    and benchmarks

  • Payroll assistance

  • Single state sales tax processing
    and payment

  • Monthly financial review meetings

  • Annual tax planning meeting

Tax Returns

Standard

Professional Individual Tax Return


$600/month

  • Professional individual tax return preparation

  • Expert CPA review

  • Video explanation of your return

  • Streamlined data collection process

  • 10-day turnaround on tax preparation

Plus

Comprehensive Individual tax service with year-round support

$950/month

  • Everything in Standard tier

  • One CPA meeting

  • Personalized tax plan

  • Roth conversion

  • Year-round tax support

  • 24-hour response on planning requests

Let’s Talk