Business Owner Plans
LAUNCH
For freelancers & single owner LLCs who just want to get organized
Starting at $350/mo
Key features
- Quarterly Bookkeeping
- Quarterly Tax Estimates
- Business Taxes (Sch C)
- Personal Taxes
- Dedicated Tax Advisor
GROWTH
For business owners who want to execute smart tax strategies
Starting at $700/mo
Key features
- Monthly Bookkeeping & Tax Insights
- Quarterly Tax Estimates
- Business Taxes (1065/1120S)
- Personal Taxes
- Tax Strategy Blueprint
- Tax Forecast
- Dedicated Tax Advisor
SCALE
For business owners that want to turn tax savings into financial growth
Starting at $700/mo + 1% AUM
All Growth features, plus
- Financial Planning
- Managed Investment Portfolio
- Dedicated Investment Team
Stand-alone Services
Wealth Management
Add on our financial planning and investment management capabilities, powered our sister company Greater Wealth. Simple pricing at 1% of assets under management (AUM).
Tax Compliance
Already have a bookkeeper? We offer A seamless tax filing experience handled by experts.
Freelancers & single owner LLCs - Business + personal tax filings start at $1,500
Business entity owners - Business + personal tax filings start at $2,500
Accounting & Bookkeeping
Bookkeeping - Starting at $350/mo
Payroll - Starting at $100/mo
Sales Tax - Starting at $100/mo
Accounts Payable - Starting at $300/mo
Accounts Receivable - Starting at $300/mo
Ready to get started?
What our clients are saying
“We’re so grateful to have Brian and his team”
We are a husband and wife with a small business, and as it has grown we realized the need for a good accountant to keep our books and to help guide us through how to structure our business and other tax-related matters.
Once we found Brian, it was such a weight off our shoulders.
Katrina K.
Owner, Brooklyn Dog Training
“Best accountant I’ve ever worked with”
I can't believe I'm writing this about doing taxes but they made the process an absolute pleasure.
Anna D.
“The team is incredible”
They helped me restructure my business and have been so helpful and insightful.
Taylor P.
“Absolutely amazing people to work with”
I had a mess of business and personal issues and they were patient and resourceful every step of the way.
Conor D.
Frequently Asked Questions
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If your business or freelance net income (after expenses) is north of $50k a year, you should be thinking about tax planning.
If your net income is north of $100k, you should hire a team to think about it for you.
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If you’re just starting out and can stay organized, manage your own books. The extra overhead doesn’t make sense when you have no income, and making some errors on the numbers here and there isn’t a huge problem.
But the more money you bring in, the more impactful those errors can become.
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It’s totally normal to think you just need help filing taxes. You’ve probably always done it that way!
If you’re a 9-5 employee, tax support is probably good enoug. But for business owners and freelancers, you’re missing the opportunity to dramatically reduce your biggest annual expense.
Once we start working together, most clients realize how much easier it is to have a team that looks at the whole picture. You’ll save more, stay organized, and actually feel good about your finances.
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Most tax firms work with you once a year, at their busiest time, and just check boxes.
For business owners and freelancers, that’s a big mistake. You have an opportunity to save real money by working with us in a more proactive way.
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We work with a lot of people who’ve done a solid job on their own. But it’s about partnering with someone who can help you go further, faster, and with fewer costly mistakes along the way.