Tax Management & Accounting for Business Owners

Pricing Plans

Business Tax & Accounting Plans

Base

Your business taxes handled by a professional

Starting at
$1,700 annually
Tax Preparation & Support:
  • Personal Tax Advisor
  • Business tax filing (1120S, 1120, or 1065)
  • Discounted personal tax filings (1040)
  • IRS notice guidance

Growth

For business owners who want to get organized and avoid surprises

Starting at
$550/mo
Tax Preparation & Support
  • Personal Tax Advisor
  • Always on tax support
  • Business tax filing (1120S, 1120, or 1065)
  • Discounted personal tax filings (1040)
  • IRS notice guidance
Bookkeeping
  • Monthly bookkeeping
  • Cash flow insights
  • Financial statement preparation
Tax Planning
  • Quarterly estimates calculations

Scale

Business owners who want to level up with smart tax planning

Starting at
$750/mo
Tax Preparation & Support
  • Personal Tax Advisor
  • Always on tax support
  • Business tax filing (1120S, 1120, or 1065)
  • Includes personal tax filings (1040)
  • IRS notice guidance
Bookkeeping
  • Monthly bookkeeping
  • Cash flow insights
  • Financial statement preparation
Tax Planning
  • Tax Strategy Blueprint
  • Annual Tax Forecast
  • Quarterly estimates calculations

Personal Wealth Services

🧭
Foundation Financial Plan
$5,000

We’ll bring clarity to your finances, evaluate your investments, and work with you to plan for life events. Led by our sister firm, Greater Wealth.

🚀
Investment Management
1% AUM

Your money, professionally managed and invested in what serves you best, with zero hidden fees or surprises. Led by our sister firm, Greater Wealth.

Business Owner Services

🧹
Bookkeeping Cleanup
$150/hour

Your books, cleaned up and finally making sense again. All in the cloud using Quickbooks Online.

🚀
S Corp Election
$250

We'll confirm if an S corp is right for you and take care of all the setup.

💰
Payroll
$100+/mo

Business owner payroll, fully managed so you have zero headaches.

🎯
Comprehensive Tax Plan
$2,500

For business owners ready to get smarter about their taxes. Already included in Scale plan.

Ready to get started?

Book my FREE consultation

What our clients are saying

“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.

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“The team is incredible”

They helped me restructure my business and have been so helpful and insightful.

A man with dark curly hair, beard, and mustache smiling in a kitchen.
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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.

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Conor D.