Pricing for Tax Planning, Accounting, and Business Services

THREE STEPS

3 SIMPLE STEPS TO GET ENGAGED

1

Connect with us via a Free call, Form, or Email.

2

We will send your Proposal within 48 Hours.

3

If you like the Proposal, you get onboard.

Start Shopping

1

Connect with us via a Free call, Form, or Email.

2

We will send your Proposal within 48 Hours.

3

If you like the Proposal, you get on board.

Tax Return with Tax Planning

Premium

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

Premium

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

Premium

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

Only Tax Planning

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

Only Tax Planning

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

Tax Return with Tax Planning

Premium

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

Premium

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

Premium

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

Only Tax Planning

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

Only Tax Planning

$7,797+

Paid Annually

$697+

Per Month

Everything in Plus +

Tax Preparation
IRS Audit Support
Unlimited Tax Strategy Calls
Priority Appointment & Access
Accounting System Consulting
Real Estate Portfolio Planning

If you are investor:

Up to 12 properties (48 units)*
Up to 5 States filing*
Up to 2 Schedule C*
Unlimited stock/brokerage*
Up to 20 partners/owners*
Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

REQUEST CONSULTATION

New client intake form

The survey will take approximately 8 minutes to complete.

Full name *

Are you planning to purchase a vehicle? If yes, do you plan to use it for more than 50% for business use? *

Please also mention the actual name of the vehicle( F-250, BMW X5, Tesla, and such)

Are you/your spouse planning to qualify as a real estate professional this year? *

Are you buying any additional rental properties this year? *

Please list how many and where.

Are you flipping any properties in year? *

Are you going to start any kind of new business this year? *

Do you eventually plan to sell above mentioned business or any business you have? *

What is your (Only yours) current year W-2 income? *

What is your spouse's (Only their's) current year W-2 income? *

What is your (Not your spouse) NET (Revenue less expenses) business Income? *

Do not count your salary as your expenses if you are an S-corp.

What is your Spouse's (Not yours ) NET (Revenue less expenses) business Income? *

Do not count your salary as your expenses if you are an S-corp.

What will you your net income or loss from rental real estate? *

Please list other income that you might have this year. *

Interest, dividend, capital gain and such.

Do you have any other information/concerns to share to help with better tax planning for this year? *

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Thank you! Your submission has been received!

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Pricing

3 SIMPLE STEPS TO GET ENGAGED

1

2

3

1

2

3

Tax Return with Tax Planning

$7,797+

$697+

$7,797+

$697+

$7,797+

$697+

$7,797+

$697+

$7,797+

$697+

Tax Return with Tax Planning

$7,797+

$697+

$7,797+

$697+

$7,797+

$697+

$7,797+

$697+

$7,797+

$697+

New client intake form

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