Helping Entrepreneurs Increase Profitability, Strengthen Systems, and Plan for Sustainable Growth
Entrepreneurs face a unique blend of opportunity and pressure. From unpredictable cash flow and rapid scaling to complex tax decisions and entity structure questions, your financial world moves quickly. You need a partner who understands the realities of building something from the ground up.
Whether you are launching your first venture or managing multiple revenue streams, the right financial strategy can increase profitability, reduce risk, and support long‑term stability. Our service packages are designed to deliver clarity, proactive planning, and year‑round support so you can stay focused on growth.
| Monthly fees starting at |
Tax Only $250 |
Silver $500 |
Gold $750 |
Legacy $2000 |
|---|---|---|---|---|
| Tax returns preparation Bi-annual meetings |
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| Tax Projection* | ||||
| Entity selection - reasonable comp for S-corp shareholder, C-corp advantages |
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| Monthly bookkeeping & reporting |
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| Dedicated Team for your industry |
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| Multi-state and/or Foreign reporting |
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| Payroll forms included* | ||||
| Personal financial planning |
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| Coordinate with your attorney |
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| Succession & estate planning |
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| IRS representation - IRS correspondence & audit protection (up to 10 hrs) |
Monthly fees starting at
Tax Only
$250
Silver
$500
Gold
$750
Legacy
$2000
Tax returns preparation Bi-annual meetings
Tax Projections*
Entity selection – Reasonable comp for S-corp shareholder,
C-corp advantages
Monthly bookkeeping & reporting
Dedicated Team for your industry
Multi-state and/or Foreign reporting
Payroll forms included*
Personal financial planning
Coordinate with your attorney
Succession & estate planning
IRS representation – IRS correspondence & audit protection (up to 10 hrs)