We work with service-based business owners who are done guessing — and ready to keep more of what they earn.
01
Tax Planning
Flagship Offer
Personalized Tax Savings Plan
A complete custom roadmap to legally reduce your tax bill — built around your exact income, situation, and goals. Stop guessing. Get the exact moves, sequence, and deadlines to keep more of what you earn.
$2,497
One-time · Flat fee
I.
One-on-One Deep Dive
Full review of your income, expenses, and financial picture. Nothing overlooked before we build your strategy.
II.
2-Year Retroactive Review
We comb your last two returns for missed deductions, errors, and money you may be owed back.
III.
Projected IRS Tax Liability
Know exactly what you owe each quarter. No surprises, no penalties, no guessing.
IV.
Custom Savings Roadmap
IRS-backed strategies applied to your numbers — step-by-step with exact moves, order, and deadlines.
02
Tax Preparation
Personal Tax Return
Form 1040 · W-2 income · Standard or itemized deductions
Florida residents: federal only — no state income tax
Florida residents: federal only — no state income tax
$397
Flat fee
Self-Employed Tax Return
Form 1040 + Schedule C · Freelancers · 1099 contractors · Consultants
Sales professionals · Coaches · Creatives · All service-based earners
Sales professionals · Coaches · Creatives · All service-based earners
$597
Starting price
03
Monthly Bookkeeping
Starter
Up to 75 transactions/mo · Income & expense categorization · Monthly financial report · QuickBooks managed
$397
Per month
Growing Business
76–200 transactions/mo · Bank & card reconciliation · P&L and cash flow statements · QuickBooks managed
$647
Per month
All-In-One Package Best Value
Monthly bookkeeping + quarterly estimated taxes included + year-end tax return
One flat monthly fee · Nothing falls through the cracks · Sole props & single-member LLCs (Schedule C) · S-corps quoted separately
One flat monthly fee · Nothing falls through the cracks · Sole props & single-member LLCs (Schedule C) · S-corps quoted separately
From $797
Per month