Business Flagship Package

We found that our business clients need help in multiple areas in order to gain the most value towards reaching their goals. The services below are provided for one monthly fee starting at $99 a month.

  • Business tax advisory
  • Business and personal tax return preparation included
  • Personal financial planning
  • Payroll*
  • Bookkeeping & accounting*
  • Business compliance support
  • Tax correspondence support

*available upon request and additional fees may apply

Individual Flagship Package

For the individual that has multiple sources of income and needs an advocate to help them manage it all starting at $59 a month.

  • Personal tax advisory
  • Personal tax return preparation included
  • Personal financial planning
  • Complete financial review
  • Tax correspondence support

Rapid Relief Resolution Package

Pain-free help to cure your IRS and state tax issues, plus the guidance you need for “healthy” taxes going forward. Starting at $1,500 + tax return prep fees

  • Immediate relief actions taken to stop wage garnishment
  • Tax transcript review
  • Best outcome recommendation
  • Installment agreement setup
  • Tax success plan
  • Tax return preparation & filing*

*additional fees may apply

Book a free consultation today.