Pricing
Focus on your business, while we track your finances
After we assess your business processes, we will propose a fixed-price plan that best fits your business needs.
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Identify Issues
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Propose Solutions
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Set-Up
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Deliver Service
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Ongoing Support
Our Pricing Starts With These Packages & Options
Compare Plans
Dedicated Account Manager
Tax Plan Development & Implementation
Business & Personal Tax Return (Federal + State)
Tax Planning and Strategy Meetings
Audit Defense & Tax Notice Resolution
Gusto Payroll
State & Local Tax Registrations
QuickBooks Online Setup or Integration with Existing System
Monthly Bookkeeping, Reconciliations & Reporting
Lite
Dedicated Account Manager
Tax Plan Development & Implementation
Business & Personal Tax Return (Federal + State)
Bi-Annual Tax Planning and Strategy Meetings
Pro
Dedicated Account Manager
Tax Plan Development & Implementation
Business & Personal Tax Return (Federal + State)
Quarterly Tax Planning and Strategy Meetings
Audit Defense & Tax Notice Resolution
Gusto Payroll
State & Local Tax Registrations
Elite
Dedicated Account Manager
Tax Plan Development & Implementation
Business & Personal Tax Return (Federal + State)
Quarterly Tax Planning and Strategy Meetings
Audit Defense & Tax Notice Resolution
Gusto Payroll
State & Local Tax Registrations
QuickBooks Online Setup or Integration with Existing System
Monthly Bookkeeping, Reconcilliations & Reporting