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Tiers of Service

Pricing

Choose the engagement level that fits your needs today — and scale as you grow. Simple, fair, and built around you.

Foundation

Essential tax filing and compliance for individuals and families.

  • Individual tax filing 1040 (W-2, 1099s)
  • Sch C, D, E, H, F, B
  • Multi-state filing (nexus)
  • Accounting & Bookkeeping
  • Sales Tax compliance
  • Quarterly estimated taxes
  • IRS notice response

Growth

Ongoing compliance and advisory for growing businesses.

  • Everything in Foundation
  • Business returns — 1120, 1120-S, 1065
  • Entity structuring & election
  • Accounting & Bookkeeping
  • Payroll & Sales Tax
  • Tax planning & projections
  • Audit support & representation

Partner

Comprehensive strategy and representation for complex needs.

  • Everything in Growth
  • Multi-entity coordination
  • IRS & State representation (POA)
  • Year-round strategic advisory
  • Crypto, real estate & investment
  • Retirement & estate planning
  • International tax advisory

Fractional CFO

Full financial leadership on a flexible engagement.

What's included

Everything in the Partner tier, plus:

  • Cash flow management
  • Budgeting & forecasting
  • Financial reporting (monthly)
  • KPI dashboards
  • Board & investor-ready decks
  • Vendor & contract negotiation
  • Growth strategy advisory

CFO-level leadership

A Fractional CFO provides the strategic financial leadership of a full-time executive without the full-time commitment. We leverage AI-driven analytics and experienced professionals to guide cash flow, profitability, and long-term planning.

  • Strategic financial planning & analysis
  • Tax-aligned growth strategy
  • Risk assessment & mitigation
  • Capital structure optimization

Engagement cadence

Monthly

  • Financial close & reporting
  • Cash flow review
  • KPI tracking
  • Vendor management

Quarterly

  • Board deck preparation
  • Tax projection updates
  • Budget vs. actual review
  • Strategic pivot assessment

Annually

  • Annual budget & forecast
  • Tax strategy alignment
  • Growth roadmap
  • Investor-ready financials

IRS & State Representation

through Power of Attorney

With your signed Power of Attorney (POA), we handle matters with the Internal Revenue Service (IRS) and state tax agencies on your behalf. We answer notices and correspondence for you. For the IRS, the POA is Form 2848.

Get a quote

Fixed-fee engagements, quoted in writing once we understand your needs. No surprise invoices.

Request a quote

Not sure which tier fits?

Tell us your situation and we will scope it in writing before any work begins.

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