Our Service Packages
Tier 1: Compliance (The Foundation)
For: Individuals and small businesses that just need accurate, professional tax filings.
What’s Included:
☑️ Tax Return Preparation & Review
☑️ Entity Filings & Annual Compliance
☑️ Secure Digital Document Storage
☑️ Annual Tax Newsletter
💰 Personal Returns Start at $800
💰 Business Returns Start at $1,200
Tier 2: Tax Strategy (The Growth Plan)
For: Six-figure entrepreneurs ready to reduce taxes and make smarter financial moves year-round.
What’s Included:
☑️ Quarterly Tax Planning for Savings
☑️ Entity & Reasonable Compensation Review
☑️ Custom Estimated Tax Payment Schedule
☑️ IRS/State Notice Assistance
Year-Round Access for “Quick Questions”
📈 Begins with a 1:1 Strategy Consultation to identify savings opportunities.
Tier 3: CFO & Advisory (The Partnership)
For: Established businesses earning $500K+ who want a dedicated partner managing finances, cash flow, and growth strategy.
What’s Included:
☑️ Monthly or Quarterly Bookkeeping Oversight
☑️Profit & Cash-Flow Analysis
☑️Budgeting & Forecasting Reports
☑️Annual Tax Optimization Blueprint
☑️Quarterly Advisory Meetings with Bobby
🚀 Ideal for entrepreneurs scaling to seven figures who want complete financial clarity and strategy.