[B]racket Co.
Pricing
mountains

Tax Strategy + Consulting

[B]racket Plans
Monitoring the pulse of your business.

Advocate

Interactive and supportive

$3,000

/year*

Staying connected:

  • Initial tax planning and strategy meeting
  • Mid-year planning meeting
  • One year tax projection workbook, updated mid-year
  • One business federal filing (form 1065, 1120-S, or 1120)
  • One business state filing
  • One owner/member federal filing (form 1040)
  • One owner/member state filing

Advisor

Guiding and insightful

$5,000

/year*

Everything with Advocate, plus:

  • One year tax projection and planning workbook, updated quarterly
  • Quarterly financial statement analysis & comparative reporting
  • Quarterly cash flow projections and reporting
  • Quarterly planning meetings
  • Audit protection
  • "Quick questions" year round access **
  • Assistance with IRS notices ***

Partner

Collaborative and invested

$10,000

/year*

Everything with Advisor, plus:

  • Three year tax projection and planning workbook, updated monthly
  • Monthly financial statement analysis & comparative reporting
  • Monthly cash flow projections
  • Monthly forecasting projections
  • Annual budgeting

* Prorated monthly through filing year. Pricing is based on one business activity. Additional activities, entities, members, or shareholders may result in an increased fee based on the complexity and scope of the work involved.

** Can be answered through a phone call or email with limited additional work required.

*** For year of engagement

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