Pricing & PAckages
Find the Right Level of Support
Every business starts somewhere different. Choose the package that matches where you are today — you can always step up as your business grows.
✓ Plans start at $250/month
S-Corp Prices
Bronze Package
Compliance & Tax Filing
$250
/mo
Includes:
✓
Form 1120-S — S-Corp federal return
✓
Personal tax filing — Form 1040
✓
Quarterly estimated tax guidance
✓
Annual Reasonable Compensation analysis
✓ QuickBooks Online ledger access
✓ 72-hour response time
Good fit if you
silver Package
Bookkeeping & Full Support
$675
/mo
Includes
✓
All Bronze tier services:
✓
Full-service bookkeeping
✓
Monthly P&L and cash flow reporting
✓
Year-round access for quick questions
✓
IRS notice assistance
✓
48-hour response time
Good Fit If You
gold Package
Full Financial Partnership
$950
/mo
Includes
✓
All Bronze & Silver services:
✓
Quarterly strategy meetings
✓
Mid-year & fall tax planning
✓
Full payroll assistance via Gusto
✓
Video review of P&L & KPIs
✓ Same-day response, text access
Good Fit If you
Pricing reflects current standard rates and may vary based on the complexity of your books, entity structure, or specific needs. Not sure which tier fits? Reach out and we’ll help you figure out where to start.
Understanding Each Package
Why Bronze
Built for S-Corp owners who already have bookkeeping handled and need professional oversight on the tax side — accurate filings, a defensible owner salary, and quarterly estimates that keep you from a surprise bill in April. It’s the foundational tax work every S-Corp owner needs, without paying for full-service bookkeeping you don’t need yet.
Why Silver
The most popular tier for active S-Corp owners — it brings your books and taxes under one roof so they stay aligned all year, with a clear monthly P&L so you always know where you stand. Year-round access means you can ask a quick question without worrying about an extra bill, and IRS notice assistance removes one of the most stressful parts of running a business.
Why Gold
For growing S-Corp owners who want a financial partner actively working to reduce their tax burden and support their team — not just compliance. Quarterly strategy meetings and mid-year/fall tax planning mean decisions get made ahead of time, not reacted to. For a growing S-Corp, the tax savings from proactive planning alone often cover the cost of this tier many times over.
Pricing reflects current standard rates and may vary based on the complexity of your books, entity structure, or specific needs. Not sure which tier fits? Reach out and we’ll help you figure out where to start.
Frequently Asked Questions
Can I switch tiers later?
Yes! We can adjust depending on your growth.
What if my situation doesn’t fit neatly into one tier?
That’s actually pretty common — every business is a little different, and these tiers are a starting point, not a rigid box. If you’re between Bronze and Silver, or need something specific to your industry that isn’t listed, reach out and we’ll build a plan around what you actually need rather than trying to force-fit your business into a package.
Is there a contract or can I cancel anytime?”
Absolutely, we just require a 30 day notice.
What is our billing process?
We require a 50% upfront payment and the remaining 50% to be paid within 24 hours prior to your due date or event.
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