Remove your admin burden and save on your finances

All subscriptions come with the following basic services:

Free QuickBooks Online subscription
Weekly bookkeeping categorization
Monthly account reconciliation
Monthly management reports
Quarterly tax estimate calculations
Year-end financial close
Year-end tax projections
Business & tax structure analysis
Business tax returns prepared & filed
Personal tax returns prepared & filed
Annual corporate compliance support
Articles, blogs, webinars, etc.
Professionals available via Slack, email & Zoom

Please note that Platinum and Black memberships cover additional services and support that may arise from the following: having multiple businesses, having multiple business owners, trust/estate planning, accounting for investment real estate activity, long-term retirement structuring, state residency studies, etc.

First, we'll save you time. Studies show that small businesses spend 6-10 hours each month on bookkeeping and admin tasks. That’s 10 hours per month you could be billing to a client.

Second, most CPAs do not specialize in independent workers. Our CPAs are magicians, taking advantage of every single deduction and creative way to save on your tax bill. If you download a list of transactions to your CPA each quarter or worse, each year, you're missing savings.

Tell us about you, and if you qualify for our services, we'll save you tens of thousands.

Compliance Services
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‍Free QuickBooks Online subscription - $50/month value - $600
Weekly bookkeeping categorization - $100/month - $1,200
Monthly account reconciliation & management reports - $50/month - $600
Quarterly tax estimate calculations - $150/estimate - $600
Year-end financial close for books and payroll - $500
Year-end tax projections - $500
Business tax returns prepared & filed - $1,500
Personal tax returns prepared & filed - $500
Annual corporate compliance support - $100
Basic compliance fees at market rate with a local firm: starting at $6,100 per year

Consulting Services
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‍Professionals available via Slack, email & Zoom - $200/hour value - $2,000+
Business & tax structure analysis - starting at $1,000+
Basic consulting fees at market rate with a local firm: upwards of $3,000 per year

Return on Investment
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We’re the premier tax service for freelance consultants. This means we know your business, we know your tax struggles, and we have tailored solutions to solve them. And since 99% of our clients are freelancers, you won’t get lost in the weeds of a big firm tax department.

We know that accountant-speak doesn’t always get the point across. Our goal is to provide plain-English financial info that will help you make real life decisions. All of our service plans include free access to CPAs on our Slack channel, and we offer a variety of video call options for those more pressing issues.

While it’s true we’re not a traditional accounting firm, we’ve brought vetted, US-based CPAs on board to make sure your financial info stays safe, accurate, and trustworthy. Each service provider is a qualified tax pro, with significant experience dealing with self-employed tax issues.