SERVICE	BUSINESS ESSENTIAL	BUSINESS ADVISORY	BUSINESS COMPREHENSIVE
Business Tax Return + 1 state return	✔	✔	✔
Personal Tax Return (1 owner) + 1 state return	✔	✔	✔
Bookkeeping	Updated Monthly	Updated Weekly	Updated Weekly
Financial Statement Preparation	✔	✔	✔
Preparation of 1099s	✔	✔	✔
Tax Planning		Annual session with year-end strategies.	Quarterly, proactive planning with advanced strategies.
Estimated Tax Payment Calculations	Safe harbor calculations only.	Semi-annual projections with adjustments as needed.	Quarterly, forward-looking estimates tied to cash flow and planning.
Financial Review and Tax Planning Calls		One scheduled quarterly review call.	Monthly reviews with ongoing access for strategic discussions.
Tax Notice Resolution	✔	✔	✔
Cash Flow Forecasting		✔	✔
Receipt Management		✔	✔
Availability for questions	Email-only support, with responses within 2–3 business days.	Email, response within two business days + limited phone support + scheduled quarterly calls.	Priority access by email or phone, with next-day response.
Financial Statement Deliverable Date	End of Month	15th of the month	10th of the month
Monthly Investment	Starting at $795	Starting at $995	Starting at $1295

BUSINESS

Guidance for stress-free tax seasons and accurate financials

What's Included

We offer three business packages to help tailor to fit your business' needs and budget. We provide support for you and your business throughout the year to make tax time less stressful.