Starter Books
$350/ month
Sole proprietors and single-member LLCs under $250K revenue
- Monthly reconciliation
- Quarterly estimate letter
- Year-end tax return included
- Email support
Services
Tax, books, planning, and representation, priced before the work.
Five services under one roof. Individual returns are quoted after a short intake; businesses choose a monthly package that includes the year-end return.
Businesss
Business Tax
S-corp, partnership, and LLC returns prepared by a CPA who also does your planning, so the return is the last step, not the first surprise.
- Entity returns (1120-S, 1065, 1120)
- Quarterly estimate schedules
- Multi-state filings (MS, TN, AR)
- Sales tax registration & filing
Individuals
Individual Tax
Returns for households, W-2 earners with a side business, rental owners, and people who just moved across the state line and are not sure what that means.
- Federal & state returns
- Rental & investment income
- Tennessee-to-Mississippi moves
- Amended and prior-year returns
Businesss
Bookkeeping & Payroll
Monthly books you can actually read, reconciled by the 10th, with payroll run on time and filings handled. Flat monthly fee, no hourly surprises.
- Monthly close by the 10th
- QuickBooks Online setup & cleanup
- Payroll, W-2s, 1099s
- Accounts payable & receivable
Individuals & businesses
Tax Planning & Advisory
A meeting in the fall, not a bill in April. Entity choice, retirement contributions, equipment timing, and owner pay structured before December 31.
- Fall planning meeting
- Entity & S-corp election analysis
- Retirement plan design
- Cash-flow forecasting
Individuals & businesses
IRS & State Representation
Notices, audits, back returns, and payment plans. We speak to the IRS so you do not have to, and we tell you the realistic outcome before we start.
- Notice response
- Audit representation
- Unfiled returns & penalty relief
- Installment agreements
Monthly packages
Books, payroll, and planning for one flat fee.
Tax returns are quoted separately for individuals. For businesses, the year-end return is included in every package, so there is no April invoice.
Growth
$750/ month
S-corps and partnerships with payroll, up to 10 employees
- Everything in Starter
- Payroll & filings
- Monthly financial review call
- Fall planning meeting
- Sales tax filings
Advisory
from $1,500/ month
Multi-entity owners and businesses over $2M revenue
- Everything in Growth
- Fractional CFO hours
- Cash-flow forecast
- Lender & investor packages
- Same-week response guarantee
Package prices are sample content for this demo. Real pricing is quoted after intake.
Start here
Twenty minutes. A written quote. No obligation.
Tell us whether you’re an individual or a business and what’s on your mind. We’ll come back within one business day with a price and the next step.