*Special Pricing Starting at $300 (individual)

This one-time tax package includes:

• Technology fee included in price

• Individual Return

• Standard Deductions & Credits

• E-File

• Client Support

• Direct Deposit or Mailed Check

*Special Pricing Starting at $600 (joint)

This one-time tax package includes:

• Technology fee included in price

• Joint Return

• Standard Deductions & Credits

• E-File

• Client Support

• Direct Deposit or Mailed Check

Tax Titans - Starting at $1,000

This standalone tax package includes:

• One‍ ‍Business Tax Return: S-Corp, Partnership, or LLC

• Technology fee (included in price)

• E-File ‍ ‍

• Email Support

Supercharged - Starting at $2,500

This standalone Premium tax package includes:

• *All business returns for your primary business structure and one related entity *(S-Corp + 1 related entity, e.g., rental LLC or Trust, etc.)

• Technology fee (included in price)

• Covers more complex filings (multiple rentals, K-1s, multiple state returns, more than 10 rentals may increase cost, etc.)

• *Priority Filing Window (April 15th guaranteed, assuming all paperwork is provided on time and with proper time before March 31st)

• Premium Text Support

• Premium Email Support

• Premium Call Access (*for urgent questions during tax season)

The Financial Fixers

*Starting at $300/monthly

This monthly retainer includes:

• Basic Bookkeeping

• Monthly financial reports so you always know where you stand

• Email Support (24 Hour response window)

The Profit Protectors

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This monthly retainer includes:

• Bookkeeping for S-Corp / LLC

• Your Business Tax Return

• 10% off services not covered in the agreement (while the agreement is active)

• 10% off all personal tax return costs

• Technology fee (included in price)

• Monthly financial reports so you always know where you stand

• Quarterly CFO Meeting (1 hr virtual meeting call)

• Same-day support M-F

Super Dad Full Service Special

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This Premium monthly retainer includes:

Bookkeeping for one business

• 20% off services not covered in the agreement (while the agreement is active)

• One business & personal tax return included — no surprise bills, all partners included, subject to personal increase due to complexity of individual returns.

• Technology fee (included in price)

• Quarterly planning sessions to assess taxes & grow profits

• Monthly CFO In-Depth Support to guide your future finances, not just the past. (1 hour Monthly Virtual Meeting)

• Advanced monthly financial reports with insights explained in plain English.

• Priority filing window — you’re never stuck waiting in line during tax season. Return completed by April 15th (Assuming all needed forms are provided by March 31st)

• Premium access — Direct Same Day Access to Owner’s Phone # for Quick Answers so you can grow your business

• IRS protection — support with notices & questions all year (does not include or cover Representation before the IRS; a tax attorney is recommended for best representation*)

• Tailored for small business owners between 500K and 1M gross revenue who want our Full Fractional CFO Package full service*