Understand Our Subscription Tiers for Tailored Services

Our breakdown guide makes it simple to find a service level that aligns with your goals.

Schedule An Appointment
Subscription Tier Breakdown Table

Compare the features of each tier to select the perfect package for your business.

Schedule An Appointment
Core Advisory Services by Tier
1 Owner
MyAccountant
2 Owners
MyController
3+ Owners
MyCFO
1. Comprehensive Review of Previous Tax Returns & Bookkeeping Cleanup
2. Initial & Ongoing Guidance on Business Entity Structuring – As needed – $150 value per hour
150.00
150.00
150.00
3. Collaborative Bookkeeping – Monthly (30min Review) – $150 value
1,800.00
1,800.00
1,800.00
4. Business Tax Return for Operating Entity – Yearly (1 Hour Review) – $1,500 value
1,500.00
1,500.00
1,500.00
4. 2nd Operating Business Tax Return – Yearly (1 Hour Review) – $1,500 value**
1,500.00
5. Holding Company Tax Return – Yearly (1 Hour Review) – $1,500 value*
1,500.00
1,500.00
1,500.00
6. Individual Tax Returns (Business Owner) – Yearly (1 Hour Review) – $750 value
750.00
6.1 Individual Tax Returns  (2 Owners) – Yearly (1 Hour Review) – $1,500 value**
1,500.00
6.2 Individual Tax Returns (3+ owners) – Yearly (1 Hour Review) – $2,250 value**
2,250.00
7. Low Complexity Individual Tax Returns of Up to Two Family Members – Yearly – $700*
700.00
7.1 Low Complexity Individual Tax Returns of Up to Two Family Members of Two Owners – Yearly – $1,400 value**
1,400.00
7.2 Low Complexity Individual Tax Returns of Up to Two Family Members of All Owners – Yearly – $2,100 value**
2,100.00
8. Sales Tax Return Preparation – Monthly/Quarterly – $100 value*
1,200.00
1,200.00
9. Business Personal Property Tax Return Preparation – Yearly (30min Review) – $300 value*
300.00
300.00
10. Yearly Tax Planning Meeting – 2 Hours – $300 value per Owner*
600.00
900.00
11. Tax Projections – Yearly or As Needed (30min Review) – $300 value per Owner*
300.00
600.00
900.00
12. Calculation of Quarterly Estimated Tax Payments – Quarterly – $50 value per Owner
200.00
400.00
600.00
13. Salary Schedule – Yearly or As Needed (1 Hour Review) – $300 value per Owner*
300.00
600.00
900.00
14. IRS Tax Notice Resolution – $150 per hour value*
150.00
300.00
450.00
15. Management Reports – Monthly (30min Review) – $100 value per business*
1,200.00
2,400.00
16. General Guidance on Estate & Trust Fiduciary Administration and Settlement – $150 value per hour per Owner*
450.00
17. Estate or Trust Income Tax Return Form 1041 – $1,500 value per Owner*
4,500.00
18. Gift Tax Return Form 709 – As Needed – $750 value per Owner*
2,250.00
19. Social Media & Marketing Consulting – $100 value per business*
100.00
200.00
20. Unlimited Collaboration with Third-Party Firms
21. Same-Day Email Follow-Up
22. As Needed Zoom Planning Meetings Up to 1 Hour Per Meeting Semi-monthly*
Total Standalone Price
7,350.00
13,150.00
25,850.00
Monthly Price
725.00
1,050.00
1,500.00
Yearly savings over Standalone Price
$850.00
$2,750.00
$10,050.00
Discount
14.29%
22.43%
39.65%

Easily schedule a consultation with us today.

Pick a time that works for you and let's talk about your financial goals.