Choose the perfect level of help
Four simple options.
1. Personal Success Package
Faster progress towards your Personal Goals. Streamlined taxes & strategic help year-round.
Starting at $79/Month
- Withholding Analysis to ensure your paycheck is aligned with your goals.
- Personal Threats checklist to ensure you’re paying the least amount of tax possible.
- IRS Correspondence Assistance. Never have to stress about a letter from the IRS or State.
- Pain-Free Tax Preparation & Filing.
- Year-Round Access to our expert team so you’ll always know you’re on the right track.
2. Business Bundle
Lower your tax bill, increase cash flow year-round, help with your accounting and payroll.
Starting at $399/Month
- Maximum tax saving process.
- Improve your monthly cash flow, understand your financial health indicators, and neutralize business threats.
- Tax preparation, Automated Accounting, & Payroll included.
3. Payroll Success Package
Hassle-free payroll. Modern technology
Starting at $99/Month + $30/Employee
- Automated Payroll Platform that will make your Job easier. Allow employees to access the data they care about.
- Analysis and recommendations for optimizing your labor costs.
4. New Business Start Up Package
Everything you need to start a new business and begin pumping out cash.
$1,500-$2,800+ based on your needs
- Business Concept Validation.
- Customized Business Planning.
- Entity Structure Optimization.
- Federal, State, & Local Filings.
- Automated Accounting & Payroll Setup.
- Profit Accelerator Process.
FAQ’s
What makes us different than traditional tax firms?
Traditional tax firms focus on historic work – they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus our work on helping you to achieve better results in the future. Because of this, we can help our clients pay the least amount of tax possible and make more progress toward their goals.
When should I get started?
Right away. The sooner you book a call, the sooner we can begin helping you save on taxes and implement a strategy for better results. Don’t wait.
How do I know which package is right for me?
We’ll make sure we align the right package with your goals. During your free Strategy call, we’ll identify your unique needs and ensure you’re enrolled in the right package, at the right price.
What type of clients do you work with?
We specialize in working with businesses and individuals that want better financial results. Our team has experience helping clients across multiple industries and we use that knowledge to help clients pay less tax & have better monthly cash flow. If you really want better results in your financial & business life book a call with us. We’ll discuss your needs and align you with the right service. If we can’t help for any reason, we’ll point you in the right direction for who can.