Custom Packages Are Available.
Below are curated packages with you in mind, coupled with value and synergy.
  • One-Hour Monthly Strategy Sessions
  • Semi-Annual Budgeting & Financial Planning
  • Unlimited Phone & Email Support
  • Monthly Bank Reconciliations
  • Monthly Financial Statements
  • Encrypted Client Portal w/ Unlimited Storage
  • Bookkeeping Management
  • Outsourced Payroll Management
  • Sales Tax Management
  • Forms 1099 – MISC, Quarterly 941, W-2, etc.
  • Federal Tax Returns



Tax Plus Strategy Package

SKU: 364215375135191
Price Options
One-time purchase
Tax Plus Growth
Subscribe & Save 5%
$1,211.25monthly/ auto-renew
  • This package is ideal for growth minded, savvy entrepreneurs.  It's focus is on strategic planning for the future and tax compliance.  ($14,500 if paid in full - a $800 discount)