Tax Plan
$475 /month and up
Billed monthly and priced by your business’s complexity. Business and personal returns included.
- Year-round tax planning and strategy
- Business and personal returns, included
- Quarterly estimated payments, calculated for you
- Monthly bookkeeping and financial reports
- Payroll and 1099s
- IRS audit protection and representation
- Your tax plan, cash forecast, and analysis, always current
- Monthly Executive Briefing and Tax Strategy Review (see samples)
- Direct access to your tax team
What sets your price
Common questions
Are my tax returns really included?
Yes. Your business return and your personal return are part of your monthly plan, with no separate return fees.
Who is the plan built for?
Established businesses with $1M or more in annual revenue, where year-round planning, clean books, and payroll all matter. If you’re not there yet, reach out and we’ll tell you honestly whether the plan makes sense.
Is there a setup or catch-up fee?
Only if your books need catch-up work before we start. We’ll quote it upfront during your analysis.
Can my price change?
Your price is reviewed if your business changes significantly, like adding an entity or employees. We’ll always talk with you first.
Estimate your price
Answer five questions to see where your plan is likely to land. It takes about 30 seconds.
Your estimated plan
$475 / month
Confirm My Price in a Free AnalysisEstimate only. Your exact price is set after your free tax analysis, based on your business’s actual needs. Catch-up work, if needed, is quoted separately.
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What could a strategy save you?
- S corp
- Solo 401(k)
- Augusta Rule
- Hiring your kids
- Oklahoma PTE