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Everything we do, and who it is for

Most clients use several of these together under one membership. You can also hire us for a single piece — say, payroll — and add the rest later.

Every return type we file, what a complex 1040 actually covers, and how the portal keeps copies at your fingertips.

The appointment you take before a sale, a purchase or a new venture — included in every membership.

Categorized and reconciled monthly, matched to the return, and compliant with what the IRS actually requires.

Filings, deposits and payroll taxes handled — including reasonable S-corp owner compensation.

Your IRS transcripts pulled and watched for balances, mismatches and notice codes, so some problems reach us before a letter reaches you.

Entity, EIN, elections and the state accounts a new employer needs — discounted with Gold and above.

Agents, investors and landlords — commissions, rentals, depreciation, 1031 timing and entity choice.

Entity choice, reasonable compensation, payroll, books and the business return, handled together.

Back taxes, unfiled years, payment plans, penalty abatement and offers in compromise.

Six levels from $40 to $500 a month. Compare what each one includes.

Ready to keep more of what you earn?

A 30-minute consultation is free, and you'll leave it knowing what you'd pay and what we'd change.