Our Pricing


We are dedicated to achieving the best results for our clients, even if that means doing things differently. This is why we provide our services on a monthly subscription basis.


Our clients love this model, and we know you will too. With our subscription model, we charge a single monthly flat fee that covers all your needs.


Subscription based services offer the following benefits:

  • All inclusive services for one fixed price. Never pay for phone calls, meetings, or email consultations again! Unlimited access to our team who’s fighting in your corner.
  • More Individualized care. We can dedicate more time to subscribers, this allows us to provide more detailed and thorough results for our clients. We take the time to get to know you and your goals, allowing us to provide you with results that are above and beyond.
  • Easier on the Budget. Subscription billing spreads the costs of our services throughout the year making it easier to budget for, both for you, as well as for us.
  • No Surprise Bills. Stop putting off asking questions for fear of being billed for time. Got a letter from the IRS? We handle that too. Subscription services remove any anxiety from the unexpected without an unexpected bill.
  • Encourages Proactiveness. The best results are achieved ahead of tax time. Your subscription service allows us to take a fully proactive approach to tax planning.


Base Subscription Price $300 per month

A base subscription is the minimum service level to be a client of ours and includes the following:

Strategic Tax Plan

Preparation and filing of your individual tax return.

Tax projections during the year.

Year-round access to get your questions answered.

Tax audit representation.

Tax notice response.

LLCs, Self Employed Business, Farms, S-Corporations, Partnership or C-Corporations are Base monthly subscription price + $85 each. Add bookkeeping: + $175.00