mountains

Tax Strategy + Consulting

[B]racket Plans

Business Returns

1065, 1120-S or 1120

Starting fee: $1,500

What's included:

  • One business federal filing
  • One business state filing

Add Tax Planning:

  • Initial tax planning and strategy meeting
  • Mid-year and year-end planning meeting
  • One year tax projection workbook, updated mid-year
  • Audit protection
  • "Quick questions" year round access
  • Assistance with IRS notices

+ $500 / return

Individual Tax Return

1040 and related forms

Starting fee: $500

What's included

  • One personal federal filing
  • One personal state filing

Add Tax Planning:

  • Initial tax planning and strategy meeting
  • Mid-year and year-end planning meeting
  • One year tax projection workbook, updated mid-year
  • Audit protection
  • "Quick questions" year round access

+ $500 / return

Core Accounting

Invested accounting partner

Starting at $500 / month

What's included:

  • Transaction processing (AP/AR)
  • Bank account reconciliations

Add Virtual Controller:

  • Month-end Close
  • Custom reporting
  • Financial statement insights
  • Analysis & Advisory (tax, cash flow, etc.)

+ Contact for pricing

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