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An advisory package for every type of client:
Bronze Package — Basic Tax Advisory:
$1200/year
Includes:
Tax Preparation & Filing
Inclusive of up to 1 property & 1 simple business entity
3 90-minute advisory consultations (a $1,500 value)
Silver Package — Complete Tax Advisory for Small Business Owners and Real Estate Holders:
$2500/year
Includes:
Tax Preparation & Filing
Inclusive of up to 2 properties & 2 business entities
9 90-minute advisory consultations (a $4,500 value)
Gold Package — Comprehensive Tax Advisory and Accounting for Large Businesses & High Net Worth Individuals:
$7500/year
Includes:
Comprehensive tax preparation & filing
Inclusive of full real estate and business portfolio
14 90-minute advisory consultations (a $6,000 value)
Bookkeeping services for up to 2 entities
Retirement tax strategy
Onyx Package — High-level Tax Advisory, Financial, & Audit Support:
$12,500/year
Includes:
Comprehensive tax preparation & filing
18 90-minute advisory consultations (a $9,000 value)
Bookkeeping services for 3 entities
Retirement tax strategy
Financial statement preparation
Cash flow forecasting
Up to one audit support
Titanium Package — Full Tax Advisory, Accounting, CPA & Fractional CFO Services:
$25,000+/year
Includes:
Comprehensive Tax Preparation & Filing
Complete consultation support
Bookkeeping service for 3+ entities
Financial statement preparation
Cash flow forecasting
Full-service strategic tax planning & advisory
3+ audit supports
Fractional / Outsourced CFO Services — high-level executive financial guidance without the cost of a full-time Chief Financial Officer