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Choose your plan

Find one that works for you

  • 2Hr Small Business Startup Advisory Pack

    300$
     
    2-hr in-depth discussions & analyses; Behind-the-scene work; Detailed Reports; Actionable Plans
    Valid for 6 months
    • General Small Business Consultation

  • 5-Hr Accounting and Bookkeeping Advisory

    899$
     
    5-hr in-depth discussions & analyses; Behind-the-scene work; Detailed Reports; Actionable Plans
    Valid for 6 months
    • Accounting & Bookkeeping Advisory

  • 10-Session DA + FP&A Advisory Package

    1,270$
     
    10-hr in-depth discussions and analyses; Behind-the-scene work; Detailed reports; Actionable plans
    Valid for 12 months
    • Data Analytics and FP&A Advisory

  • 5-Session Tax Advisory Package

    450$
     
    5-Hr in-depth discussions; Document review; Behind-the-scene work; Detailed reports; Actionable Plan
    Valid for 6 months
    • Tax Advisory

  • 8-Session Tech Solution Advisory Package

    2,200$
     
    16-hr in-depth discussions & analyses; Behind-the-scene work; Detailed Reports; Actionable Plan
    Valid for 12 months
    • Technology-Powered Solution Advisory

  • Advanced Individual Tax Package

    999$
     
    5-hr in-depth discussions & analyses; Behind-the-scenes work; Tax Filing; Tax return walk-through
    Valid for 24 months

    • Basic Individual Tax Package

      200$
       
      5-hr in-depth discussions & analyses; Behind-the-scene work; Tax Filing; Tax return walk-through
      Valid for 24 months
      • Individual Basic Tax Filing Session

    • Basic Flow-through Entity Tax Package

      899$
       
      5-hr in-depth discussions & analyses; Behind-the-scene work; Tax Filing; Tax return walk-through
      Valid for 24 months
      • Small Business Basic Tax Filing Session

    • Advanced Flow-through Entity Tax Package

      1,400$
       
      5-hr in-depth discussions & analyses; Behind-the-scene work; Tax Filing; Tax return walk-through
      Valid for 24 months
      • Small Business Adv. Tax Filing Session

    • Basic Business Only Tax Package

      899$
       
      Small-business business-only tax return filing
      Valid for 24 months
      • Small Business Tax Filing Session

    • One-Click Document Dump

      99.99$
      Every year
      Extra simple in document submission and tax profile completion.
       
      • Submit all documents together
      • We complete your initial assessment and tax profile for you
      • We complete document organization for you

    • Small Business CPA Total Pack

      1,499$
      Every month
      +$2,499 Initial Set-up Fee
      Have an experienced trust-worthy CPA take care of your businesses and personal financials
       
      • Business Entity Type Selection Advisory
      • Accounting, Bookkeeping, and Tax System Setup
      • Basic ERP (Enterprise Resources Planning) System Setup
      • Bookkeeping Services
      • Periodic Reporting Services
      • Internal Audit and Control Service
      • Financial Planning and Analyses Service
      • Tax Advisory and Planning Services
      • Tax Preparation and Filing Services
      • Innovative Technology-Powered Tools
      • CPA Customer Service

    • Basic Bookkeeping Yearly Pass

      99$
      Every month
      Small Business Basic Bookkeeping Package
      Valid for 12 months
      • Small Business Basic Bookkeeping

    • Advanced Bookkeeping Yearly Pass

      399$
      Every month
      Discover unparalleled affordability and precision with our Bookkeeping Services.
      Valid for 12 months
      • Small Business Advanced Bookkeeping

    • CPE Planner & Tracker

      14.99$
      Every year
       
      • Gain access to high quality free CPE resources
      • Pre-selected CPE resources and tailored learning plan
      • CPE Planner and Tracker

    • Registered Agent Service

      24.99$
      Every month
       
      • Registered Agent
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