Advisory Plans
"Foundation"
Tax Compliance
Plan
Ideal for: Solopreneurs and early-stage business owners ready to get financially organized.
What You Get:
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Personal Income Tax Prep (incl. one Sch C or E)
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Quarterly Strategy Sessions: Guidance on Advisory, Bookkeeping, and Compliance (4 hours/year)
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Year-round access to your advisor
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Peace of mind: 5% discount on IRS representation if needed
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Outcome: Get organized, understand your numbers, and stop scrambling at tax time.
"Growth"
Tax Compliance
Plan
Ideal for: Small business owners with 1–3 employees/contractors, generating consistent revenue and preparing to scale.
What You Get:
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Personal + Business Tax Prep (incl. one Sch C, E, or K-1)
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Bi-Monthly Strategy Sessions: Cash flow planning, proactive tax moves, growth advisory (6 hours/year)
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Year-round access + check-ins
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Priority support
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Confidence booster: 10% discount on IRS representation
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Outcome: Keep more profit, manage growth without chaos, and stay funding-ready.
"Scale"
Tax Compliance
Plan
Ideal for: Thriving businesses with 3–5 employees/contractors, preparing for expansion, funding, or acquisitions.
What You Get:
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Personal + Business Tax Prep (incl. one Sch C, E, or K-1)
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Monthly CFO-Level Strategy: Cash flow forecasting, dashboards, and tax planning (12 hours/year)
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Year-round VIP access + priority scheduling
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Financial health dashboard delivered quarterly
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Protection + Strategy: 15% discount on IRS representation + audit support
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Growth readiness: Loan/investor package preparation assistance
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Outcome: Scale with confidence — reduce tax liabilities, improve profitability, and be fully equipped for funding, partnerships, or expansion.