Start Up Package Sign-Up FormDisclaimer: Services apply to 2025 Tax Preparation and Strategy only. We're happy to assist with any prior-year work—just reach out to our team for details, as these services may be billed separately.
Services
ItemQuantityMonthly Price
Start Up Package
$297 per month

Includes everything listed for 1 business entity and individual.

$297.00
Additional Business Entity(s)
$100 per month

How many additional entities do you need tax preparation for?

$100.00
Want to start off with a 1-on-1 Tax Strategy Call!?
A comprehensive one-hour Tax Strategy session designed to set you up for lasting success. This is a one-time investment and not included in your monthly package—but you’re welcome to add it at any time in the future.
Order Summary
ItemQuantityTotal Due Today
Start Up Package1$ 297.00
Order Total
$

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Still have a question before signing up? We’re happy to help. Just email us at [[email protected]] and we’ll get back to you ASAP.