Services

Services

Choose your concierge CPA package

Bronze Package

Investment starts at $1,000/mo

A starter package for Solopreneurs in the $250k – $500k range who just want the essentials handled.

  1. No more surprise tax bills – quarterly tax projections
  2. Consistent owner paychecks – we run your S-Corp payroll and file every return
  3. Bullet-proof bookkeeping – clear monthly P&L + Balance Sheet
  4. Year-end compliance – both business and personal tax returns e-filed
  5. IRS-notice shield – non-audit related, forward any tax notice, we handle it at no extra fee
  6. 48-hour email replies – expect answers within 2 business days
BOOK BRONZE CALL

silver Package

Most popular - 70% of clients choose this plan.

Investment starts at $1,600/mo

Quarterly advisory for Solopreneurs who want a proactive steps without full white-glove.

Everything from Bronze, pLUS

  1. Two 60-min tax planning meetings per year. 
  2. Full tax projection every quarter – retirement & entity strategies baked in.
  3. Priority support – 24-hour email replies + IRS-notice shield
BOOK SILVER CALL

Gold Package

Investment starts at $2,100/mo

Monthly advisory for fast-growing Solopreneurs who need real-time numbers and on-call guidance.

Everything from Silver, PLUS

  1. Always-current tax model – instant “what-if” scenarios to slash your tax bill in advance
  2. White-glove support – 24-hr replies, text access, IRS shield
BOOK GOLD CALL