Choose Your Service Type
Select whether you need individual tax services, business tax & accounting services, or both.
Individual Tax Services
Personal tax preparation and planning services for individuals and families.
Business Tax & Accounting Services
Comprehensive tax preparation, bookkeeping, and accounting services for businesses.
Tell Us About Your Tax Needs
Select the services that match your needs. Your selections help us recommend the right plan for you.
Tell Us About Your Accounting Needs
We provide estimates for businesses that need both tax preparation and bookkeeping services. Your selections below determine which plan pricing applies to your estimate.
Select Your Services
Choose the specific accounting and tax services that match your needs. Our calculator provides transparent PATHWAY plan pricing based on your selections. Advanced tax planning services (MOMENTUM and PINNACLE plans) require a personalized consultation where we'll review your prior 3 years of tax returns to provide accurate pricing.
Individual Tax Services
Business Tax & Accounting Services
Note: Business tax preparation requires Bookkeeping to be selected for Foundation plan pricing.
Tell Us About Your Needs
Provide details about your selected services to get an accurate estimate.
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Provide Your Contact Details
Share your contact information and our team will reach out to discuss how we can help you achieve your financial goals.
Your Investment Estimate
Thank you for providing your details! Your personalized estimate is ready below.
Individual Tax Services
Annual filing, state coordination, and IRS-ready documentation.
Strategic tax planning, IRS monitoring, and proactive estimate guidance.
Executive tax & wealth strategy, quarterly planning, and multi-year projections.
We automatically calculate a Pathway quote and extrapolate Momentum & Pinnacle estimates based on the tax planning support you selected. Final pricing will be confirmed during your discovery consultation once we review your prior returns.
Your Estimate Includes:
Business Tax & Accounting Services
⚠️ Business tax services require Bookkeeping to be selected for Foundation plan pricing. Please select Bookkeeping above to see your business estimate.
Includes bookkeeping, business tax prep, and annual advisory support.
Adds outsourced accounting operations, KPIs, and weekly visibility.
Includes Fractional CFO partnership, scenario modeling, and board-ready reports.
*Business services are tax deductible and we invoice as such.
ASCEND and SUMMIT plans available. If you're interested in weekly bookkeeping, cash flow forecasting, accounts payable management, or executive strategy services, we can provide a personalized estimate after reviewing your prior 3 years of tax returns & financials. Financials can mean QBO/Xero access or profit and loss statements and accompanying balance sheets for the year. We encourage you to gather that information, and we will have you securely upload your documents during our discovery chat, or after.
Your Estimate Includes:
✨ Included: Pathway to Prosperity™
Your 90-Day Financial Transformation
When you become a client, you'll receive our proven 90-day onboarding process that transforms your business finances from overwhelming to organized. This structured approach begins after we get you caught up on back bookkeeping or taxes.
Initial Strategy Session
Meet your dedicated client manager, review goals, and establish best practices. We'll gather comprehensive information about all your financial accounts and systems.
Organizing & Deep Cleanup
We review past tax returns, organize your chart of accounts, reconcile bank accounts (sometimes going back years), and build a comprehensive picture of your business finances.
Second Strategy Session
See your first organized financial statements, address any tax issues discovered, and begin discussing metrics and goals for your business.
Building Ongoing Systems
Regular financial statements, timely sales tax payments, efficient filings, and cash management systems. We begin strategic discussions about optimizing your business performance.
Result: By day 90, you transition from cleanup to strategy. With accurate financial data, we can optimize pricing, manage costs, and plan for growth—giving you both peace of mind and strategic advantage.
Why Your Estimate Matters
Your pricing reflects your entity structure, revenue, ownership details, and accounting complexity. Your CPA will validate everything during your Discovery Session.