What We Offer
Our Packages
Interested in working with me on reducing your taxes? Check out our packages below to see what we offer our clients.
Let’s find the perfect plan for your business.
Thrive
Established Business & Investors
Tax Strategies + CFO
CFO in your back pocket
For business owners who have multiple entities and investors with various assets and structures.
Empower
Growing Businesses & Investors
Tax Strategies
Ready for the next level
For business owners who have up to three business entities and/or different streams of income.
Simplify
Start-Up Biz / Investor
Get Organized
Just Starting Out
For business owners and investors who have one business entity or real estate investment.
Let’s find the perfect plan for your business.
Thrive
Empower
Simplify
Established Business & Investors
Tax Strategies + CFO
Growing Businesses & Investors
Tax Strategies
Start-Up Biz / Investor
Get Organized
CFO in your back pocket
For business owners who have multiple entities and investors with various assets and structures.
Ready for the next level
For business owners who have up to three business entities and/or different streams of income.
Just Starting Out
For business owners and investors who have one business entity or real estate investment.
Package Features
What’s Included
Thrive
Onboarding & Tax Return Review & Strategy Session
Advisory services – quarterly
Compliance Services
Advisory Services
Onboarding – Tax Return Review & Strategy
Tax Strategy & Ongoing Advice
Planning with Your Financial Team
Annual Tax Projections
Financial Statements Review & Insights (CFO)
Compliance Services – Add Ons
Income Tax Preparation (business and personal)
Monthly Accounting (Bookkeeping & Reconciliations)
Payroll Support via ADP or Gusto
Technology & Support
24/7 Cloud- Gather, Organize, & Sign Docs
Prioritized Communications
Unlimited Support in Tax Dome
Video & Screencast Communication
Empower
Onboarding & Tax Return Review & Strategy Session
Advisory services – quarterly
Compliance Services
Advisory Services
Onboarding – Tax Return Review & Strategy
Tax Strategy & Ongoing Advice
Planning with Your Financial Team
Annual Tax Projections
Financial Statements Review & Insights (CFO)
Compliance Services – Add Ons
Income Tax Preparation (business and personal)
Monthly Accounting (Bookkeeping & Reconciliations)
Payroll Support via ADP or Gusto
Technology & Support
24/7 Cloud- Gather, Organize, & Sign Docs
Prioritized Communications
Unlimited Support in Tax Dome
Video & Screencast Communication
Simplify
Onboarding & Tax Return Review & Strategy Session
Advisory services – quarterly
Compliance Services
Advisory Services
Onboarding – Tax Return Review & Strategy
Tax Strategy & Ongoing Advice
Planning with Your Financial Team
Annual Tax Projections
Financial Statements Review & Insights (CFO)
Compliance Services – Add Ons
Income Tax Preparation (business and personal)
Monthly Accounting (Bookkeeping & Reconciliations)
Payroll Support via ADP or Gusto
Technology & Support
24/7 Cloud- Gather, Organize, & Sign Docs
Prioritized Communications
Unlimited Support in Tax Dome
Video & Screencast Communication
Package Features
What’s Included
Thrive
Empower
Simplify
Onboarding & Tax Return Review & Strategy Session
Advisory services – quarterly
Compliance Services
Advisory Services
Onboarding – Tax Return Review & Strategy
Tax Strategy & Ongoing Advice
Planning with Your Financial Team
Annual Tax Projections
Financial Statements Review & Insights (CFO)
Compliance Services – Add Ons
Income Tax Preparation (business and personal)
Monthly Accounting (Bookkeeping & Reconciliations)
Payroll Support via ADP or Gusto
Technology & Support
24/7 Cloud- Gather, Organize, & Sign Docs
Prioritized Communications
Unlimited Support in Tax Dome
Video & Screencast Communication