What’s included
Year-round planning for business and owner returns: entity choice, estimated payments, credits and multi-state filings, handled by licensed CPAs.
You get a named accountant who owns your file, a partner who reviews the work and a shared calendar so you always know what happens next.
How a typical month runs
Days 1 to 3: we collect statements, reconcile accounts and flag anything unusual. Days 4 and 5: we close, review and send your reports with a short written summary. Mid-month: a call to go through the numbers and plan what’s coming.
What it costs
From $650/mo. The fee is fixed, agreed upfront and only changes when your business does.
Who it’s for
Owners who want to plan taxes during the year, not after it ends.
What you get
Federal and state returns
Quarterly estimated payments
R&D and other credits
Multi-state filings