Starting in December 2026
Services & Pricing
Individual Plans
Tax preparation & advisory tailored to your individual financial situation
Individual Compliance
From $750
Taxes & Business Filings
✓ Individual income tax return
Support & Communication
✓ Complimentary 30-minute tax planning meeting
✓ Access to secure mobile app
✓ Year-round access via email, phone, and Zoom for questions
Individual Advisory Plan
From $200 / month
Taxes & Business Filings
✓ Individual income tax return
Support & Communication
✓ Bi-annual tax planning/advisory meetings
✓ Tax estimates and projections with reminders
✓ Letters & notices support
✓ Year-round access via email, phone, and Zoom for questions
Add-ons
+ IRS transcript monitoring
+ Financial advisor and legal collaboration
+ Audit support
Business Plans
Comprehensive tax preparation and advisory services for small and growing businesses.
Business Compliance
From $1500
Taxes & Business Filings
✓ Corporation / partnership income tax return
Support & Communication
✓ Annual 1-hour fall tax planning/advisory meeting
✓ Access to secure mobile app
✓ Year-round access via email, phone, and Zoom for questions
Business Advisory Plan
From $400 / month
Taxes & Business Filings
✓ Business income tax return
✓ Individual income tax return
Support & Communication
✓ Quarterly tax planning & advisory meetings
✓ Quarterly tax estimates & projections
✓ Letters & notices support
✓ Access to secure mobile app
✓ Year-round access via email, phone, and Zoom for questions
Add-ons
+ IRS transcript monitoring
+ Audit protection
+ Financial advisor collaboration
Consultation required — fees are based on the complexity of the business.
Custom Plans
Concierge tax planning and tax resolution services. Custom pricing. Consultation and retainer required.
✓ Prior-year amendments
✓ Non-filed tax-returns
✓ IRS transcript reconciliation
✓ IRS letters and notices
✓ Business financial operations optimization
Starting in December 2026