Proactive

$299*

monthly

• Tax Preparation

• Audit Protection

• Unlimited CPA & Accounting Support (via Email)

• 60-Minute Tax Estimate Meeting

• Basic Tax Blueprint

(+1-hr Consult)

• Secure Online Portal

• Virtual Appointments

• Electronic Filing

• Electronic Document Delivery

• e-Signature

• Online Scheduling

Professional

$374*

monthly

Everything in the Proactive Package, PLUS...

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• Unlimited CPA & Accounting Support (via Email & Phone)

• 30-Minute Compliance Session

• 60-Minute Entity Review

​

• Exclusive Access to Webinar Recordings

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• Advanced Tax Blueprint

(+ 2-hr Consult)

• 199A Optimization

• 15% Off Bookkeeping Packages

• 10% Off All Other Services

​

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VIP

$499*

monthly

Everything in the Professional Package, PLUS...

​

• VIP Concierge Suite:

- 1-Week Expedited Tax Return

- Appointments in 24 Hours

- Quarterly Business Check-Up

  (Financial Statements & Tax Plan       

  Review/Recommendations)

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• VIP Access to Attorneys

• Year-End Tax Planning Guide

• 20% Off Bookkeeping Packages

• 15% Off All Other Services