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Tax Consulting Packages
Flat-Rate Support. Year-Round Peace of Mind.
Choose the level of expert guidance that fits your business needs. Every package includes:
Discount on your annual business tax return
IRS-ready support year-round
Flexibility to use consulting hours however you need
Quarterly advisory sessions
Essentials Package
Best for new businesses or focused support
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Flat annual fee
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5 discounted consulting hours/quarter ($350 savings)
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Access to tax strategy, compliance help, and document review
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$300 off your annual tax return
$4,800/year
($1,700 savings!)
Strategic Package
Ideal for growing businesses with evolving needs
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Flat annual fee
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10 discounted consulting hours/quarter ($750 savings)
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Everything in Essentials, plus:
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More time for forecasting, planning, and deeper guidance
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Priority access for time-sensitive questions
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$300 off your annual tax return
$8,200/year
($3,300 savings!)
Advisory Package
For established businesses wanting ongoing expert support.
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Flat annual fee
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15 discounted consulting hours/quarter ($750 savings)
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Everything in Essentials, plus:
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More time for forecasting, planning, and deeper guidance
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Priority access for time-sensitive questions
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$300 off your annual tax return
$11,400/year
($5,100 savings!)
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