Business Package
Essential
Starting at $115 per month
Who is this for?
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.
✔ Business Tax Preparation
✔ TaxDome Client Portal
✔ E-Signature for filing
✔ Monthly Newsletters
✔Tax return delivery method - Email only
Enhanced
Starting at $300 per month
Who is this for?
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.
✔ Business Tax Preparation
✔ TaxDome Client Portal
✔ E-Signature for filing
✔ Monthly Newsletters
✔ Tax return delivery method - Email only
✔ 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 $600 per month
Who is this for?
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.
What’s included?
✔ Business Tax Preparation
✔ Individual Tax Preparation
✔ TaxDome Client Portal
✔ E-Signature for filing
✔ Monthly Newsletters
✔ 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
✔ Customized Tax Strategy Recommendations - Lite Plan
✔ Entity Structure Review - Annual
✔ Coordination with 1 External Advisor
✔ Check-In with Tax Advisor - Semi-Annual
✔ Email Support - Limited
✔ Live Strategy Call - 1 per year
✔ Response Standard (2-3 days)
Premier
Starting at $1,400 per month
Who is this for?
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.
✔ Business Tax Preparation
✔ Individual Tax Preparation
✔ TaxDome Client Portal
✔ E-Signature for filing
✔ Monthly Newsletters
✔ IRS Notice Response - Basic Support
✔ Tax return delivery method - In-person delivery & review
✔ Estimated Tax Payment Guidance - Quarterly
✔ Extensive Planning Meeting - 1 per year
✔ Customized Tax Strategy Recommendations - Full plan & Implementation Discussion
✔ Entity Structure Review - Annual
✔ Coordination with External Advisor - Full Team
✔ Check-In with Tax Advisor - Quarterly
✔ Email Support - Unlimited
✔ Live Strategy Call - 1 per year
✔ Response Standard (1 day)
✔ BizEquity Valuation Platform (available for planning purposes only)
✔ Financial Planning Tools (for planning purposes only, not to be used as financial planning or advice)