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What is included in the Essential Tax Package?
The Essential Package covers year-end tax planning and filing for your business’s resident state, including one 50-minute video or in-person consultation. Additional states can be added for $750 each. It’s ideal for businesses needing reliable tax compliance and basic consulting support.
How often will I meet with my CPA in the Quarterly Tax Advisory Package?
You’ll have three scheduled 50-minute video or in-person consultations annually—one for each quarterly financial review—plus ongoing consulting support via phone or email as needed.
What does the Complete Tax Coverage Package offer that others don’t?
This package includes four quarterly financial check-ins and monthly 25-minute video consultations, providing ongoing personalized support and timely advice. It’s perfect for businesses seeking proactive, hands-on tax strategy throughout the year.
Can I customize these packages or add services later?
Absolutely! You can add specialized services like R&D credit studies, sales tax reviews, or property tax protests at any time. We also offer custom pricing and discounts for add-ons within the Complete Tax Coverage Package.
How do I get started or schedule a consultation?
Simply fill out our consultation request form below, and we’ll get back to you promptly to schedule a time that works for you.
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