Services & Packages

Support that fits where your business is today.

Individuals

Personal Tax Filing

A simple, self-serve way to get your personal return done by a CPA — starting at $300.

  • Create your account and complete the tax organizer online
  • Upload your documents, sign your engagement letter, and pay
  • For personal returns with W-2 income only

Starting at

$300

Your final fee depends on your filing.

Start Personal Tax Filing

Ongoing Packages

01

Compliance

Books & Filing, Handled

For business owners who need accurate books and tax filing support without ongoing advisory.

  • Quarterly transaction categorization
  • Account reconciliations
  • Quarterly financial reports
  • Current-year corporate tax return filing

02

Advisory

Monthly Support & Tax Planning

For owners who want monthly accounting support plus proactive tax planning.

  • Monthly bookkeeping & reconciliations
  • Monthly financial reporting
  • Federal income tax estimates
  • Proactive tax planning
  • Current-year corporate tax return filing
  • Monthly email & phone support, faster response times
  • Limited IRS notice & audit support

03

CFO

Strategic Financial Leadership

For owners who want a higher level of financial guidance and strategic support.

  • Everything in Advisory
  • KPI & product/service analysis
  • Cash flow forecasting
  • Monthly strategic planning meetings
  • Priority response times, phone & email support
  • IRS notice & audit support
  • Third-party contact support & extra advisory time

Interested in one of these? Let’s talk it through.

Book a Call

Common Questions

Which package is right for my business?

Book a free call and we'll talk through where your business is today, then recommend Compliance, Advisory, or CFO.

Can I move between packages later?

Ask us — we'll talk through what makes sense as your business and needs change.

Do you only work with businesses in Stuart, FL?

We're based in Stuart and love serving the Treasure Coast, but our systems are cloud-based, so we're able to support small businesses beyond the local area too.

What does Personal Tax Filing cover?

Personal returns with W-2 income only, starting at $300 depending on your filing. If you have 1099, business, or rental income, book a call and we'll talk through the right option.

Not sure where to start?

Book a call and we'll help you figure out the right next step — no pressure.

Book a Call