If you’re like many of our incredible clients,
You started a business driven by your values and focused on making a meaningful impact in others' lives. Yet, managing your finances, staying on top of complex tax laws, and scaling your financial systems can feel overwhelming—especially when time is limited.
That’s where we step in. We become your trusted financial partner and act as your CFO—providing expert guidance. Without the hefty salary that usually comes with it.
Tax Preparation
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Get your individual tax return completed with a 4-week turnaround, plus a personalized recorded review video. Includes Safe Harbour quarterly estimated tax prep and 30 minutes per year with your dedicated EA—giving you clarity, confidence, and less stress.
Starting at $405.
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Enjoy a faster 3-week turnaround and a personalized review of your return. This package includes an annual 30-minute tax planning meeting, hands-on quarterly estimated tax prep, and 1 full hour with your dedicated EA—so you can stay proactive, prepared, and confident year-round.
Starting at $795.
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Get the fastest 2-week turnaround with white-glove support at every step.
This tier includes a year-end tax prep meeting, a real-time Zoom review of your return, 60 minutes of annual tax planning, plus unlimited tax notice support and unlimited access to your dedicated EA. It’s designed for complete peace of mind and year-round confidence.
Starting at $1,450.
We offer three different plans for tax planning & preparation services so you can choose the right one that suits your needs.
