Engagement Plans
Three Ways to Work Together.
From annual compliance to a full advisory partnership — choose the level of support that matches your business today.
Compliance
Tax preparation, annual compliance review, and Q4 tax planning — the essentials done right.
- Tax preparation (business & personal)
- Annual compliance questions answered
- High-level annual bookkeeping review
- Q4 tax planning session
- E-file & IRS notice support
Does not include bookkeeping cleanup, ongoing recommendations, or continuous accounting support.
Collaboration
Quarterly accounting, bookkeeping, payroll support, and tax planning to stay ahead all year.
- Quarterly accounting close & reporting
- Monthly bookkeeping & reconciliation
- Payroll coordination & support
- Quarterly tax planning meetings
- Estimated tax calculations
- Year-end tax preparation included
- Direct advisor access (email & phone)
Concierge
Monthly proactive planning with direct CPA access for higher-level tax, business, and financial guidance.
- Everything in Collaboration, plus:
- Dedicated Senior CPA as your advisor
- Unlimited 1-on-1 strategy sessions
- Proactive monthly tax & business planning
- Cash flow forecasting & modeling
- Business valuation & growth strategy
- Priority same-week response guarantee
- All returns included (no extra fees)
Compare Engagement Levels
| Feature | Compliance | Collaboration | Concierge |
|---|---|---|---|
| Tax Preparation | |||
| Annual Bookkeeping Review | |||
| Q4 Tax Planning | |||
| Monthly Bookkeeping | — | ||
| Quarterly Accounting Close | — | ||
| Payroll Support | — | ||
| Quarterly Planning Meetings | — | ||
| Monthly Strategy Sessions | — | — | |
| Dedicated Senior CPA | — | — | |
| Cash Flow Forecasting | — | — | |
| Unlimited Advisor Access | — | — | |
| Business Valuation & Growth | — | — | |
| Starting Price | $350/mo | $650/mo | $1,150/mo |
Which Level Fits Your Business?
For Business Owners Who Need the Essentials Done Right
The Compliance tier covers your core tax and filing obligations without ongoing involvement in day-to-day finances. We prepare your business and personal returns, answer compliance questions throughout the year, perform an annual review of your bookkeeping to catch issues before filing, and meet once in Q4 for tax planning so you enter year-end prepared. This is ideal if you handle your own books but want professional tax work and an annual check-in.
Year-Round Partnership With Quarterly Check-Ins
Collaboration is our most popular tier because it keeps you ahead all year. We handle your monthly bookkeeping and quarterly accounting close, coordinate payroll entries, and meet every quarter to plan your taxes before deadlines sneak up. You get direct advisor access by email and phone whenever questions come up, and your year-end tax preparation is included — no surprise bills in April. This level works best for business owners who want professional finance support without a full-time hire.
Your Personal CPA — Always Available, Always Strategic
Concierge is our deepest relationship. You are paired with a Senior CPA who knows your business inside out and is available whenever you need them — for tax questions, business decisions, cash flow projections, or strategic planning. We meet as often as you need, build forward-looking forecasts, and proactively identify opportunities and risks before they become problems. All business and personal returns are included with no additional fees. Because of the attention each client receives, we limit the number of concierge engagements.
Our Commitment to You
No Surprise Billing
Every tier has clear deliverables. You know exactly what is included and what it costs before you start.
Licensed CPA Oversight
Every return, plan, and recommendation is reviewed by a licensed CPA — never handed off to junior staff.
Proactive, Not Reactive
We plan ahead, identify savings, and flag risks before they become problems. That is the difference between a preparer and a partner.
Pricing Questions
Ready to Find the Right Fit?
Schedule a consultation and we will recommend the engagement level that matches your business needs, complexity, and goals.