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Monthly Advisory Plans

Essential
Tax Compliance
Plan

$45

Monthly

Ideal for: Small business owners who need basic tax preparation and filing services.

  • Income Tax Preparation (w/one Schedule C)

  • Review of prior year returns for accuracy and missed opportunities

  • IRS correspondence support for returns prepared by TTFS

  • 5% discount on IRS Representation

 Comprehensive
Tax Compliance
Plan

$155

Monthly

Ideal for: Small Business Owners looking to optimize their tax strategies throughout the year.

  • All services in the Essential Tax Compliance Plan

  • Quarterly tax planning tips

  • Year-round access for questions and tax advice

  • Up to 4 - 6 advisory support hours

  • 10% discount on IRS Representation

Business Growth
Tax Compliance
Plan

$265

Monthly

Ideal for: Small Business Owners seeking ongoing business advisory guidance to grow their businesses.

  • All services in the Comprehensive Tax Compliance Plan

  • Business credit building tips and capital readiness assistance

  • IRS Transcript Monitoring

  • Up to 4 - 8 advisory support

  • 15% discount on IRS Representation

Elite
Tax Compliance
Plan

$2,500

Retainer

Ideal for: Clients requiring specialized IRS REPRESENTATION or high-level financial advisory services.

  • All services in the Business Growth Tax Compliance Plan

  • IRS representation for audits, disputes, or collections

  • Consulting sessions for strategic finanancial decisions

  • Priority scheduling and on-demand advisory support

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