A customized system for organizing business expenses, identifying potential tax write-offs, and preparing for year-end filing; built specifically around how your business operates.
Choose the Level of Support That Fits Your Business
Three service tiers are available so you can choose the level of organization, insight, and support that makes sense for your business.
TIER 1 - Expense Organization
Structured monthly expense organization with year-end tax prep included.
$120
Monthly receipt intake
Expense categorization
Review of commonly missed deductions
Includes either a year-end simple business tax preparation, a $600 credit applied toward more complex business tax filings, or a tax-ready summary package prepared for your accountant.
Ongoing tax awareness with guidance throughout the year.
$175
Everything in Tier 1
Quarterly estimated tax guidance
Tax set-aside reminders
Includes either a year-end simple business tax preparation, a $600 credit applied toward more complex business tax filings, or a tax-ready summary package prepared for your accountant.
Higher-level insight for owners who want clarity and control.
$250
Everything in Tier 1 & 2
Owner pay strategy.
Financial health dashboard
Personalized business reports
Includes either a year-end simple business tax preparation, a $600 credit applied toward more complex business tax filings, or a tax-ready summary package prepared for your accountant.
All plans are billed monthly. Includes year-end tax preparation OR year-end tax-ready package for your accountant.
1099 preparation available at $25 per contractor, with email and mailed delivery included.
Additional Support for Small Business Owners
In addition to business organization and tax services, support is available for insurance planning, including health coverage and supplemental business protection.
If insurance planning is relevant to your business, it can be reviewed during your initial call or a follow-up meeting.
