Choose Your Service Type
Most people don't reach out because they want more paperwork—they reach out because they want relief, clarity, and a better path forward. Hidden tax issues, weak financial visibility, and reactive planning can cost more than most people realize.
Our Discovery Process starts with a short 5–10 minute questionnaire so we can review your situation before your complimentary 30-minute Discovery Chat. From there, we focus on where you are now, what may be holding you back, and how we can help you move toward greater clarity, stronger financial control, and more peace of mind.
Business Solutions
Bookkeeping, business tax, controller and CFO-style advisory. Ongoing monthly partnership for business owners who want an integrated financial and tax partner.
IRS & Tax Resolution*
IRS representation, audits, tax debt, missing filings. We restore peace of mind and help you regain control.
Wealth & Estate Planning*
Estate, trust, succession, and fiduciary oversight. We partner with families and business owners to protect wealth and honor legacy.
* These services are so unique to your facts and circumstances it would not be fair to quote you a price prior to having us review your situation via our Discovery Chat Process.
Tell Us About Your Accounting Needs
Please select at least one option in each section (Ascend and Summit) before continuing.
Select at least one option in each section to continue.
Tell Us About Your Individual Tax Needs
Each plan builds on the one before it. If you choose a higher-tier plan, you receive everything included in the prior tier(s)—plus the additional items shown below.
Please select at least one option under Momentum or Pinnacle to continue.
Individual Tax Details
The more we understand your situation, the more accurate your estimate—and the better we can identify opportunities for you.
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Business Tax Details
The more we understand your situation, the more accurate your estimate—and the better we can identify opportunities for you.
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Business Accounting Details
Tell us about your bookkeeping, controller, and CFO needs so we can give you 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 Estimated Investment in Financial Clarity
Your estimate reflects what you shared. Next, our discovery process requires a 5–10 minute questionnaire with operational questions, your vision for the future, and your current struggles. Once complete, you can schedule your 30-minute complimentary Discovery Chat—where we review your situation and show you where we can add value before any commitment.
During your Discovery Chat, we'll discuss your goals, review your current systems, and identify where we can add the most value. No commitment is required to schedule.
View your estimate by service type:
Who We Work With
We specialize in working with individuals whose financial lives go beyond a simple tax return.
Our clients typically have:
- Business income (Schedule C, S-Corp, or partnerships)
- Real estate investments (rentals, syndications, or development)
- Significant investment activity (brokerage accounts, trading, or multiple income streams)
These situations require more than basic preparation—they require coordination, planning, and ongoing support.
We are not a fit for W-2-only filers seeking basic tax preparation.
Tax & Advisory Services for Business Owners, Investors, and High-Complexity Filers
All plans are designed for individuals with business, real estate, or investment activity. We do not offer basic tax preparation.
For business owners, investors, and complex tax situations
Includes Schedule C, rental, and investment activity. Pricing scales based on complexity, number of accounts, and entities.
Pathway Includes
For clients with business income, real estate, or significant investment activity who want proactive tax strategy
Proactive planning, IRS protection, and ongoing guidance.
Momentum Includes Everything in Pathway, Plus
For high-income earners and investors seeking coordinated tax and wealth strategy
Designed for clients with multiple income streams, entities, or long-term wealth planning goals.
Pinnacle Includes Everything in Momentum, Plus
We provide estimates for all tiers based on your selections. Final pricing will be confirmed after we review your prior 3 years of finances so we can scope the engagement appropriately.
Replace the Cost and Complexity of Hiring an Internal Accounting Team
Hiring and managing an internal accounting team is expensive and difficult to scale.
Salary, payroll taxes, benefits, recruiting, training, and turnover quickly add up. As businesses grow, many also struggle with delayed financial reports, reactive tax planning, and limited visibility into their numbers.
Corridor Consulting provides a structured finance function without the cost and complexity of building an internal department.
What Happens Without a Structured Finance System
As businesses grow, financial complexity increases.
Without the right systems and oversight, many companies eventually experience:
- Financial reports that arrive weeks late
- Cash flow surprises that disrupt operations
- Missed tax planning opportunities
- Limited visibility into margins and profitability
- Leadership decisions made without reliable financial data
Our services replace the complexity of managing accounting internally while providing consistent financial visibility and proactive tax strategy.
Included With Every Engagement – 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.
Business Solutions
Replace the Cost and Complexity of Hiring an Internal Accounting Team
Business tax services require Bookkeeping to be selected for Foundation plan pricing. Please select Bookkeeping above to see your business estimate.
Choose the Level of Financial Partnership That Fits Your Business
Best for businesses that need reliable bookkeeping, tax preparation, and clear monthly financial visibility.
Includes bookkeeping, business tax preparation, and annual advisory support.
Compare to: Hiring a bookkeeper alone often costs $5,000–$7,500 per month, before adding tax preparation or financial advisory services.
Foundation Includes
Best for growing businesses that need controller-level financial visibility and weekly insight into performance and cash flow.
Adds outsourced accounting operations, KPI tracking, and weekly financial oversight.
Compare to: Hiring a controller and bookkeeper internally often costs $10,000–$18,000 per month.
Ascend Includes Everything in Foundation, Plus
Best for businesses that need strategic financial leadership and long-term planning support.
Includes fractional CFO partnership, financial modeling, and executive-level financial strategy.
Compare to: Hiring a CFO, controller, and accounting team internally can cost $18,000–$35,000 per month or more.
Summit Includes Everything in Ascend, Plus
Is This a Good Fit?
Our services are designed for business owners who want reliable financial visibility and proactive tax strategy without building an internal accounting department.
Our clients typically:
- Generate $300k–$10M in annual revenue
- Want accurate financial reports every month
- Need tax strategy before year-end, not after
- Want clear visibility into cash flow and profitability
- Prefer a long-term financial partner instead of multiple vendors
This may not be the right fit if:
- You only need basic tax filing once per year
- Your business is very early stage with minimal financial activity
- You are looking for the lowest-cost bookkeeping service
Next Step: Schedule Your Discovery Chat
Review the plans above and use the button below to schedule your Discovery Chat, where we review your financial structure and confirm the scope of the engagement.
Most growing businesses choose the Ascend Plan once they want weekly financial visibility and proactive tax planning.
Important Notes
Business accounting and advisory services are generally tax deductible and are invoiced accordingly.
Pricing shown represents typical engagements for each service tier. Final scope and investment may change after reviewing your financial statements and tax returns to ensure the engagement is structured appropriately for your business.
During or after your Discovery Chat, we will request secure uploads of recent financial statements and tax filings so we can finalize the engagement.
Additional Services
Controller add-ons such as payroll setup, payroll management, bill pay, credit and collections management, sales tax filings, inventory tracking, system integrations, overall budgeting, or capital budgeting may require custom scoping.
These services are reviewed during the Discovery Chat so we can clearly understand your operational needs before finalizing pricing.