For businesses and self-employed individuals, we offer the following fixed-rate packages based on complexity and needs. Additional tax and advisory services are available, please contact us to set up an initial consultation and pricing.
| Accountant (Semi-Annual) | Advisor (Quarterly) | Executive (Monthly) |
| Experienced CPA to handle tax compliance and business guidance. | Services of Accountant package plus quarterly proactive planning. | Services of Advisor package plus custom monthly CFO support. |
| Business tax return Individual tax return Year-end planning Semi-annual review Tax Planning & Advisory1 | Retirement plan advising QBO Hosting Payroll Implementation Quarterly Tax Estimates Tax-ready Bookkeeping Year-round access | QBO Monitoring Cash Flow Planning KPI Reports Annual Industry Analysis 1099 Filings Year-end adjustments Notice Support |