PROFESSIONAL ACCOUNTING THAT WILL MAKE YOU Smile

Our Business Income Tax Advisory relationship is for S-Corps, Partnerships, and Multi-Member LLCs that want a year-round CPA partner—not just a tax return once a year.

What you get:

• Quarterly bookkeeping services

• Monthly payroll for the owner(s) (S-Corp only)

• Annual business tax return (1120-S, 1065, or 1120)

• Ongoing tax strategy and planning

Who it’s best for: Business owners who want proactive guidance, clean books, and a trusted advisor to help them make smart, tax-efficient decisions all year.

Prices starting at $700 per month, depending on business size and complexity.

Our Personal Income Tax Advisory relationship is for individuals and couples who want help beyond April 15.

What you get:

• Annual individual tax return (Form 1040)

• Planning around life changes (job transitions, moves, real estate, investments, etc.)

• Estimated tax and withholding planning

• Ongoing Q&A and advisory support throughout the year

Who it’s best for: People with multiple income sources, upcoming changes, or those who simply want a trusted tax professional to help them avoid surprises and make wise decisions.

Prices starting at $200 per month plus required add-ons when applicable.

To serve you well in an advisory relationship, we include specific add-ons when needed:

Single-Member LLC – starting at $250/month

• Quarterly bookkeeping

• Guidance on deductible expenses and self-employment tax

• Integrated business + personal tax planning

Rental – $50/month per long-term rental, $75/month per short-term rental

• Help tracking income and expenses

• Depreciation and passive activity guidance

• Planning for future property sales or 1031 exchanges

Farm – starting at $50/month

• Support for farm, ranch, or agricultural activity

• Help with farm deductions, depreciation, and seasonal planning

These add-ons make sure we’re giving you complete, accurate, and proactive advice throughout the year.

Many business owners find it easiest when we handle both their business and personal planning together.

S-Corp Business & Personal Package – starting at $800/month Includes:

• Business Income Tax Advisory

• Personal Income Tax Advisory for one owner (or married joint filers)

• Option to add additional owners’ personal advisory starting at $150/month each

Partnership / Multi-Member LLC Business & Personal Package – starting at $800/month Includes:

• Business Income Tax Advisory for the entity

• Personal Income Tax Advisory for one designated owner

• Option to add additional owners’ personal advisory starting at $150/month each

These packages are ideal if you want everything under one roof, with your business and personal taxes working together instead of against each other.