Free 1-Hour Consultation
Services & pricing

One fixed-fee partner for everything your books need.

Tax prep, planning, bookkeeping, and payroll, delivered by a CPA & CMA who treats your numbers like a partner, not a vendor. Flat rates. No hourly surprises.

See packages Book a free call →
01
Core service

Complete Income Tax Preparation

All-inclusive annual returns prepared at a fixed price. No hourly scramble in April, no line-item "what is this charge" invoices. You know the number before we start.

  • Federal & state returns for business and owner
  • Prior-year return review included
  • Free extensions for clients engaged before deadlines
  • Coordinated with bookkeeping for single source of truth
Learn more about tax preparation →
02
Strategy

Strategic Tax Planning

A personalized plan that minimizes your liability year-round, not just at filing time. We specialize in S-corp elections, the Augusta Rule, cost segregation, and hiring-your-kids strategies that move real numbers.

  • S-corp election analysis & reasonable compensation reports
  • Home office, vehicle, Section 179 / bonus depreciation
  • Retirement plan selection (SEP, Solo 401k, Defined Benefit)
  • Multistate planning for remote teams and traveling founders
Learn more about tax planning →
03
Monthly close

Precise & Timely Bookkeeping

QuickBooks Online done right. Clean records, monthly close, bank reconciliations, and reports you'll actually read, not just a PDF nobody opens.

  • Monthly categorization & reconciliation
  • Custom chart of accounts built for your business model
  • Clean-up for messy historical books (1-3 weeks typical)
  • Support for rental property owners
Learn more about bookkeeping →
04
Payroll

Comprehensive Payroll Management

Full-service payroll through our Gusto partnership. We handle the setup, the filings, and the edge cases. You handle running the team.

  • Gusto setup & state registrations
  • W-2 and 1099 handling
  • Workers' comp and reasonable-compensation coordination
  • JustWorks integration for PEO clients
Learn more about payroll →
05
Cadence

Quarterly Tax Reviews

Every 90 days we sit down, pressure-test your numbers, and adjust the plan. No more April surprises, you always know where you stand.

  • Quarterly P&L and balance-sheet walkthrough
  • Estimated tax calculation and payment reminders
  • Strategy adjustments as the business evolves
  • Year-end readiness check every October
06
Access

Round-the-Clock Support

Phone and email access to the team for the questions you have between meetings, "is this deductible," "should I do this," "what did the IRS just send me." Real answers, fast.

  • 24-48 hour response SLA
  • Direct access to Vlad and the team via TaxDome
  • IRS notice assistance for most common issues
  • Referral network for out-of-scope work
07
Peace of mind

The Peace-of-Mind Guarantee

If a return we prepared triggers penalties or interest due to our mistake, we cover it. Full audit defense included. And if you're not happy with our comprehensive packages after six months, we refund you.

  • Firm-paid penalties & interest on our errors
  • Audit defense for returns we prepared
  • 6-month money-back guarantee on comprehensive packages
Packages

Pick the level of hands-off you want.

Three flat-rate packages. All include strategy, most competitors charge extra for that.

BYOB Taxes
$600 / quarter

For business owners who keep their own books and want tax prep + strategy only.

  • Annual tax preparation
  • Strategic tax planning
  • Quarterly estimated tax calc
  • Round-the-clock support
  • Peace-of-Mind Guarantee
Get started
Most popular
Stress-Free Quarterly
$840 / quarter

Comprehensive quarterly engagement, bookkeeping + tax in one clean cadence.

  • Everything in BYOB Taxes
  • Quarterly bookkeeping close
  • QuickBooks Online setup & clean-up
  • Quarterly review calls
  • Year-end readiness check
Get started
No-Hassle Complete
$350 / month

All-inclusive monthly, we take everything off your plate.

  • Everything in Stress-Free Quarterly
  • Monthly bookkeeping close
  • Payroll management via Gusto
  • Monthly reporting & KPIs
  • Priority support
Get started

Not sure which package fits? Book a free consultation, we'll tell you straight.

Is this a fit?

Straight answers about who we work with.

We're a great fit if you…

  • Run a US-based small business ($50K-$500K net income is our sweet spot)
  • Want proactive strategy, not just compliance
  • Are ready to move to QuickBooks Online and Gusto (or already there)
  • Operate as an S-corp or are considering one
  • Own rental properties and want them properly structured

We're not the right fit if you…

  • Have foreign owners or foreign investments
  • Are based in New York City (sorry, we don't serve NYC)
  • Need sales-tax filing as an ongoing service
  • Want financial statement analysis or forecasting
  • Use Xero or want us to (we specialize in QuickBooks Online)

Get a straight answer in one free hour.

Tell us what your current setup looks like. We'll flag the tax-saving opportunities you're missing and propose a scope if it's a fit. No pressure. No commitment.

Call 877-607-4400 Email us