Starting from $350/Month

Who It’s For

Business owners who want tax strategy before the year closes, not after

High earners whose taxes change with every raise, bonus, or investment

Self-employed clients who want quarterly estimates done right

Anyone tired of paying hourly every time they have a question

What’s Included

Annual Tax Filing:
Your federal and state return, prepared and filed by one of our CPAs. Gain access to our secure client portal for document uploads and accessing any of your previously prepared tax returns.

Year-Round Consulting:
Ask questions as they come up, without a meter running. No additional charges, schedule your meetings when you need them. No mandatory check-ups or meetings, only schedule when you need to.

Our Tax Planning System:
While we perform your meetings and intake your general client information, our software is able to generate a dynamic profile for you that adapts to you. Whether your business starts to take off or you make changes in your investments, our system actively records these changes to keep your tax plan updated in real time and gives you important insights for tax season:

Quarterly estimated tax calculations
Mid-year and year-end tax plan summaries
Optimization recommendation so you pay as little tax as possible

How It Works

Setup Phase: Once you call our office and we setup your service tier, we’ll create a custom billing profile for you on a month-to-month basis.

Initiation Phase: We’ll breakdown how to use our various bundled services ranging from how to book your consultations, best practices for tax filing season, and most importantly, how to ensure your tax plan stays accurate all year long.

Maintenance Phase: As the year progresses, our internal system keeps track of your tax plan so our team can ensure you stick to it and maximize your tax savings month-after-month, year-after-year.

Billing: We have designed all our services with flexibility in mind meaning all subscription-based services are billed on the first of every month for easy tracking. We allow our clients to cancel at any time without any hidden or cancellation fees. We want our clients to stay because they want to, not because they have to.

Why Choose a Retainer

Savings Come from Planning, Not Filing
Filing looks backward. The retainer adds planning and unlimited questions all year, so you owe less going forward. With our advanced software and experienced team, you can rest easy knowing we’ll get you the best tax savings in the country.

A Predictable Bill
Spread the cost evenly instead of paying a large fee at tax time. Having multiple consultations throughout the year and a final tax filing fee at the end of the year all add up fast. With a retainer, you know exactly how much you’re paying every month and what you’re getting out of it - a CPA firm in your back pocket, ready to help you all year long.

One Firm that Knows Your Story
No re-explaining your situation every year, stay with a firm that knows you on a deeper level and can use that information to create a personalized tax savings plan that adapts as you do, not just a one trick pony.

FAQs

How is This Different Than Just Filing My Taxes with You?
Filing looks backward. The retainer adds planning and unlimited questions all year, so you owe less going forward.

Can I Cancel My Retainer?
Yes, you can cancel the retainer at any time without any cancellation or hidden fees. Our subscription-based services are billed on the first of every month so you can cancel any time before your billing date.

What If I Need Bookkeeping Services as Well?
You can choose our Monthly Accounting service that starts from $300/month and add-on tax filing and consulting to that service. By doing so, you’ll be effectively combining our standard retainer with our accounting services to create an all-inclusive service bundle.

Are There Any Long-Term Contracts?
No, we don’t believe in locking our clients to a long-term contract for our subscription-based services. Instead, we want our clients to choose our firm rather than be forced to us our firm. The only contracts we use are our general service agreements to cover what services we offer, our billing policy, and how we operate as a firm.

What If I Get Audited?
Audit protection is included with all tax filings so if you are audited, we will help you resolve it via counsel and guidance on what documents are required; however, we do not offer direct IRS audit resolution services.

Why Choose Us?

We Do What Others Don’t

By far the most common complaint we hear from our clients is how hard it was for them to get a hold of their previous CPA or accountant. That’s why we’ve built this firm to make it as easy as possible for our clients to communicate with us to schedule a consultation, go over their tax return, or troubleshoot any technical difficulties they might have. No more long wait times and constant missed calls, just consistent communication. That’s the key to happy clients.
With us, what you see is what you get. There are no hidden setup fees, no annual fees, and no cancellation fees, just clear, honest pricing that keeps your finances simple, predictable, and stress-free.
Say goodbye to unpredictable costs with our firm’s flat-rate billing system. Every single one of our services, whether it’s tax filing, accounting, or custom projects follow a flat-rate fee system. What that means for you is easy budgeting every month, knowing exactly how much your invoice will be.