BUSINESS PACKAGES & pricing
Essential
Starting at $1,350 Annually
CLIENT PROFILE
Newer businesses in their early years that aren’t quite sure what they need yet—but know they want expert support to stay compliant and get started the right way.
This tier supports owners through foundational tax prep and core guidance as they learn the basics of running and growing a business.
INCLUDES:
Business Tax Preparation
TaxDome Client Portal
E-Signature for filing
Monthly Newsletters
Tax return delivery method - Email only
Enhanced
Starting at $3,600 Annually
CLIENT PROFILE
Businesses that have moved beyond their first year or two and are starting to recognize the need for more structure, clarity, and planning.
They’ve “gotten their feet wet,” are experiencing the complexity of business ownership, and want guidance to avoid costly mistakes, understand obligations, and begin building a stronger financial foundation.
INCLUDES:
ESSENTIALS PACKAGE +
Estimated Tax Payment Guidance - Safe Harbor
Customized Tax Strategy Recommendations - Lite Plan
Check-In with Tax Advisor - Annual
Email Support - Limited
Live Strategy Call - 1 per year
Response Standard (3-5 days)
Comprehensive
Starting at $7,200 Annually
CLIENT PROFILE
Growing businesses of any entity type that operate one primary entity and need year-round tax planning, compliance, and strategic guidance.
These clients are past the startup stage, generating consistent revenue, and ready for more sophisticated support to optimize taxes, cash flow, and business decisions.
INCLUDES:
ENHANCED PACKAGE +
IRS Notice Response - Basic Support
Tax return delivery method - Email or phone call review
Estimated Tax Payment Guidance - Annual
Extensive Planning Meeting - 1 per year
Entity Structure Review - Annual
Coordination with 1 External Advisor
Email Support - Unlimited
Check-In with Tax Advisor - Semi-Annual
Response Standard (2-3 days)
Premier
Starting at $16,800 Annually
CLIENT PROFILE
Growing or established businesses with two or more entities that have complex needs. These are businesses expanding rapidly, managing multiple companies, or operating with layered ownership structures.
They require high-touch, strategic tax planning, proactive oversight, and ongoing coordination to keep everything aligned and optimized throughout the year.
INCLUDES:
COMPREHENSIVE PACKAGE +
Tax return delivery method - In-person Delivery & Review
Estimated Tax Payment Guidance - Quarterly
Customized Tax Strategy Recommendations - Full plan & Implementation Discussion
Coordination with External Advisors - Full Team Coordination
BizEquity Valuation Platform (for planning purposes only)
Financial Planning Tools (for planning purposes only, not to be used as financial planning or advice)
Check-In with Tax advisor - Quarterly
Response Standard (1 day)