Introducing Our Year-Round Tax & Financial Care Packages
Whether you're a first-time filer, business owner, or building your investment empire, we have a plan built for you.
Choose the level of support that matches your financial goals — and leave the tax stress behind.
Why Subscribe?
- Predictable monthly cost — no surprise tax bills
- Unlimited strategic advice to maximize savings
- Year-round support to keep you audit-ready
- Build wealth faster with expert financial guidance
Stay Ready. Grow Smarter. Save More.
Essential Tax Care Package
Includes:
- Individual Tax Returns
- Self-Employed Tax Filing
- Small Business Tax Prep
- 1099 & Freelance Filing
- W-2 Income Tax Services
- State & Federal Filing
Entrepreneur Starter Package
✅ Starting at $79/month
Tailored for self-employed individuals and freelancers needing business tax support without the headaches.
Tailored for self-employed individuals and freelancers needing business tax support without the headaches.
Includes:
- 1040 + Schedule C Tax Preparation
- Basic Business Expense Review
- Quarterly Tax Reminders
- Mid-Year Strategy Session
- Secure Document Vault Access
Business Builder Package
✅ Starting at $179/month
For serious entrepreneurs ready to grow, protect, and structure their businesses for success.
For serious entrepreneurs ready to grow, protect, and structure their businesses for success.
Includes:
- Individual + Business Tax Filings (1040 + 1120S/1065/Sch E)
- Monthly Bookkeeping (Up to 100 Transactions)
- Quarterly Planning Calls
- New Business Formation Support
- IRS Support & Basic Audit Protection
- Credit Consultation Session
Investor Advantage Package
✅ Starting at $299/month
Maximize your investments and minimize your taxes with proactive, custom planning.
Maximize your investments and minimize your taxes with proactive, custom planning.
Includes:
- Complex Individual Tax Preparation (Schedule D, E, K-1s)
- Strategic Tax Planning for Investors
- Bookkeeping for Rentals (up to 5 properties)
- Quarterly Strategy Consultations
- End-of-Year Wealth Building Plan
- Credit & Financing Strategy Session
✅ Starting at $699/month
Our highest level of service — everything you need to protect your wealth, reduce taxes, and plan your legacy.
Our highest level of service — everything you need to protect your wealth, reduce taxes, and plan your legacy.
Includes:
- Comprehensive Individual + Business Returns
- Monthly Bookkeeping (Up to 250 Transactions)
- Entity Formation & Optimization
- Monthly Private Strategy Calls
- Full IRS Audit Protection
- Advanced Wealth Building Strategies
- Priority Support Access