Our Pricing
The right plan for your business
Service-based businesses only
Foundation
Tax focused compliance only
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Business income tax return preparation
Optional accounting services performed internally
No third party accounting review
Clearly defined limited compliance scope
Clean liability and risk boundaries
Texas based service businesses only
Growth (Most Popular)
Monthly financial management support
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Monthly financial reporting and analysis
Accounting services performed and controlled internally
Payroll processing and compliance coordination
Ongoing tax strategy and estimates
Cash flow and margin analysis
Owner compensation and entity planning
Executive — CFO Advisory
Strategic financial leadership
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CFO level financial oversight leadership
Budgeting forecasting and scenario modeling
Strategic support for growth decisions
Hiring capital and scaling guidance
Advanced tax strategy alignment
Direct executive level decision support
STRATEGIC APPROACH FOR YOUR PERSONAL TAX STRATEGY.
Foundation
Clean, accurate tax preparation
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Federal individual income tax return
Prior year return continuity review
IRS notice assistance for returns
Secure paperless client document portal
Clear scope compliance focused engagement
Texas focused individual tax preparation
Growth (Most Popular)
Proactive tax planning support
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Ongoing proactive year round tax planning
Income timing and deduction optimization
Multiple income sources complexity management
Equity compensation and K one review
Scenario planning before major decisions
Priority communication during filing season
Executive
Advanced tax strategy leadership
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