Choose Your Plan
Choose Your Plan
Select the perfect service tier to match your business needs and growth objectives
Wealth Preserver
$2,250
/month
Comprehensive services for established businesses.
✓
S-Corp Election & Entity Structuring
✓
Annual Corporate Filings
✓
IRS/State Tax Notice Handling
✓
Bookkeeping & Reconciliation (Monthly)
✓
1099 & W-2 Preparation
✓
Business Tax Filing
✓
Personal Tax Filing
✓
Review of Financials
✓
Goal & KPI Setting
✓
Cash Flow Forecasting
✓
Budgets & Projections
✓
Industry-Specific Financial Strategy
Communication
Email Response Time
24 hours
Zoom Calls
Bi-weekly
Get started
Recommended
Growth Builder
$1,250
/month
Enhanced services for growing businesses.
✓
S-Corp Election & Entity Structuring
✓
Annual Corporate Filings
✓
IRS/State Tax Notice Handling
✓
Bookkeeping & Reconciliation (Monthly)
✓
1099 & W-2 Preparation
✓
Business Tax Filing
✓
Personal Tax Filing
✓
Review of Financials
✓
Goal & KPI Setting
✕
Cash Flow Forecasting
✕
Budgets & Projections
✓
Industry-Specific Financial Strategy
Communication
Email Response Time
48 hours
Zoom Calls
Monthly
Get started
Compliance Core
$500
/month
Essential services for small businesses.
✓
S-Corp Election & Entity Structuring
✓
Annual Corporate Filings
✕
IRS/State Tax Notice Handling
✓
Bookkeeping & Reconciliation (Monthly)
✓
1099 & W-2 Preparation
✓
Business Tax Filing
✓
Personal Tax Filing
✓
Review of Financials
✕
Goal & KPI Setting
✕
Cash Flow Forecasting
✕
Budgets & Projections
✕
Industry-Specific Financial Strategy
Communication
Email Response Time
1 week
Zoom Calls
Quarterly
Get started