SERVICES
OUTSMART TAX SEASON, ALL YEAR LONG.
From one-time filings to year-round strategy, we help turn chaos into calm so you can focus on other important things.
HOW IT WORKS
A simple three-step process
STEP 1
Schedule a call
We learn about you, your business, and where the stress is hiding. You’ll leave with a recommendation and a clear quote.
STEP 2
Cleanup & setup
We organize your books, pull in prior returns, and set up a simple workflow so files, signatures, and questions live in one place.
STEP 3
Enjoy peace of mind
Full stop.
CORE SERVICES
We offer our services via à la carte or in packages.
Compliance
- Personal returns
- Business returns
- W-2, 1099, and multi-state reporting
- Sales & use tax
- Payroll tax
Bookkeeping
- Quarter and Monthly bookkeeping
- Income & expense tracking
- Account reconciliations
- Books cleanup & catch-up work
Advisory
- Tax planning & tax strategy
- Entity & compensation strategy
- Quarterly tax planning check-ins
- Cash-flow and “what-if” scenarios
Tax Packages for Individuals
Pick the level of support that fits your needs.
Essential.
For people who just want their return handled correctly.
Personal return
Secure document portal + mobile app
Protection Plus® audit assistance
Review of the tax return
Typical range
$500 – $1,000 per year
Proactive.
Tax return filing plus lite support.
Everything in Essentials plus
Quarterly estimated payments
Assessment of tax notices
3 Tax questions per year - (emails, calls, quick meetings)
Typical range
$1,050 – $1,500 per year
Strategy.
Tax returns plus unlimited support and planning.
Everything included in Proactive plus
Unlimited tax consultations (emails, calls, quick meetings)
Tax notice responses
Tax forecasting/planning meeting
Typical range
$1,550 – $2,500 per year
Business Packages
Pick the level of support that fits your needs.
Essential.
Bookkeeping and tax all in one.
Business return
Secure document portal + mobile app
Federal and state tax notice support
Review of the tax return
Post transactions to general ledger
Reconcile assets and liabilities
Sales and use tax filing
Payroll reporting
Typical range
$4,000 – $5,500 per year
Proactive.
Bookkeeping, tax and financial plus support.
Everything in Essentials plus
Quarterly estimated payments
Assessment of tax notices
Unlimited tax questions per year - (emails, calls, quick meetings)
Provide dashboard with custom KPIs
Typical range
$6,000 – $7,500 per year
Strategy.
Tax returns plus unlimited support and planning.
Everything included in Proactive plus
Tax notice responses
Tax forecasting/planning meeting
Financial meetings
Provide financial insights based on reports.
Typical range
$8,000 – $10,500 per year
WHAT AFFECTS PRICE?
Every client situation is different. Price factors include complexity, cleanup, and communication frequency.
Number of entities, states, and bank accounts.
How much cleanup is needed in prior periods.
Frequency of planning calls and reporting
Why don’t you list exact prices?
Every client is a little different. Ranges keep things transparent while leaving room to right‑size your plan.
Do I pay for the intro call?
No. The intro call is free so we can both decide if it makes sense to move forward.
Can I switch plans later?
Yes. As your situation changes, we can adjust the scope and pricing so it stays aligned with reality.
Can I pay monthly?
Yes. You can pay monthly or annual. We require a payment authorization on file for recurring invoices.