From individual tax returns to full CFO services — choose the package that fits your goals.
Simple, transparent pricing for your personal tax needs.
| Feature | Straight Shooter | Side Hustler | Badass Builder |
|---|---|---|---|
|
Federal + 1 State |
|
|
|
|
Schedule C (Freelance/Gig) |
— |
|
|
|
Rentals / 1099 Income (multi-stream) |
— |
— |
|
|
Home Office + Vehicle Deductions |
— |
|
|
|
Quarterly Estimate Planning |
— |
|
|
|
30-min Tax Planning Session |
— |
— |
|
|
Annual Tax Health Check |
— |
— |
|
|
Flexible Access (evenings/weekends) |
— |
— |
|
Add-ons: Additional state returns, rentals, and investments are priced separately.
Everything your business needs from formation to full financial management.
| Feature | Startup Shield | Entrepreneur's Edge | Boss Level |
|---|---|---|---|
|
Federal + State Business Return |
|
|
|
|
Owner’s 1040 (complex) |
— |
|
|
|
Quarterly Bookkeeping Review |
— |
|
— (Full books) |
|
Full Monthly Bookkeeping |
— |
— |
|
|
Quarterly Payroll Review & Adjustments |
— |
— |
|
|
Unlimited IRS Letter Responses |
— |
— |
|
|
Tax Strategy Sessions / Year |
— |
1 |
2 |
|
Badass Business Club Access |
— |
— |
|
|
Flexible Access (evenings/weekends) |
— |
— |
|
When the IRS comes knocking, we fight back. Fast, aggressive, and effective.
| Feature | IRS Assassin | Audit Terminator | OIC Ultimate Warrior |
|---|---|---|---|
|
Immediate Action Plan (≤48 hrs) |
|
— |
— |
|
IRS Representation & Negotiation |
|
|
|
|
Audit Defense & Meetings |
— |
|
— |
|
Offer in Compromise Preparation |
— |
— |
|
|
Flexible Access (evenings/weekends) |
|
|
— |
“Letter Slayer” quick review available upon request. Fee credited toward resolution work if engaged.
Transparent pricing — no hidden games
Specialization in IRS resolution: liens, levies, OICs, audits
Fast response guarantee — IRS letters answered within 48 hours
Flexible Access available with select packages
Corporate-level financial strategy for small and mid-sized businesses that want to scale and keep more of their cash.
Clean books are the foundation of every smart business decision. Our monthly accounting gives you real-time financial clarity so you can run your business with confidence, not guesswork.
Maximize deductions, minimize exposure, and stay IRS-proof year-round.
Predict, plan, and manage your money like a Fortune 500 boss.
Real insights, not spreadsheets. We explain what your numbers really mean.
Spot hidden leaks, cut waste, and grow margins without slowing momentum.
Get lender-ready financials and strategic guidance for expansion, funding, or acquisition.
From QuickBooks Online to advanced cloud-based tools, we make your systems talk.
We’re not your average CPA firm — we’re your financial pit crew for profit, performance, and peace of mind.
