Choose the plan that fits your business
Every plan comes with a dedicated financial team
Essentials
Up to
$250k
$5,000
Essentials
- Dedicated Tax Planner
- Tax Plan with Tax Strategy
- Quarterly Tax Strategy Implementation Meetings
- Customized Strategy
- 25+ Page Tactical Plan
- Step by Step Initiatives
- True Tax Savings
- Access to – Ask a Tax Pro!
Foundational
Up to
$500k
$7,500
Foundational
- Dedicated Tax Planner
- Tax Plan with Tax Strategy
- Quarterly Tax Strategy Implementation Meetings
- Customized Strategy
- 25+ Page Tactical Plan
- Step by Step Initiatives
- True Tax Savings
- Access to – Ask a Tax Pro!
Elite
Up to
$750k
$12,500
Elite
- Dedicated Tax Planner
- Tax Plan with Tax Strategy
- Quarterly Tax Strategy Implementation Meetings
- Customized Strategy
- 25+ Page Tactical Plan
- Step by Step Initiatives
- True Tax Savings
- Access to – Ask a Tax Pro!
Custom
Range
$750k – $1.5M+
$15,000
- Dedicated Tax Planner
- Tax Plan with Tax Strategy
- Quarterly Tax Strategy Implementation Meetings
- Customized Strategy
- 25+ Page Tactical Plan
- Step by Step Initiatives
- True Tax Savings
- Access to – Ask a Tax Pro!