Includes:

• One year of tax preparation (personal return)
  
• One tax planning session (60–90 minutes)
• Year-round email support for tax questions
• Entity structure assessment to ensure your setup is tax-efficient.
• Personalized tax savings summary with actionable steps for next year
  
  
• Best for first-time business owners

All Foundation Plan Features, Plus: 

• Quarterly estimate tax calculations
  
• Quarterly planning meetings
  
• Retirement & investment tax strategies
   Strategic entity review

All Growth Plan Features, Plus: 

• Full-service tax prep (personal + up to 4 business returns)
  
• Monthly planning meetings
  
• Cash flow modeling & tax projection

All Growth Plan Features, Plus:

• Full-service tax prep (personal + up to 6 businesses)
  
• Unlimited consultations 
• Business expansion & budgeting advisory
  
• Custom pro forma modeling & long-term tax optimization