Precision Tax Planners

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Quarterly Tax Planning & Advisory

Elite Tax Strategy Plan

Everything you need to reduce taxes, grow wealth, and stay ahead.

$ 1200 / quarter
  • Complimentary Tax Review
  • Annual Tax Preparation
  • Proactive guidance and implementation
  • Quarterly Cash Flow Advisory
  • Ongoing Support
  • Quarterly Strategy Meetings
  • Priority Support

Core Tax Strategy Plan

Unlock key strategies to minimize your tax burden.

$ 900 / quarter
  • Complimentary Tax Review
  • Proactive guidance and implementation
  • Quarterly Cash Flow Advisory
  • Ongoing Support
  • Quarterly Strategy Meetings

Add-ons and Monthly Services

Cash Flow & Performance Advisory

Best for: Businesses looking to maximize profitability and have clarity around their business performance and financials.

$ 250 / month +
  • Initial Assessment
  • Cash Flow Monitoring & Strategy
  • Financial Performance Review
  • Budgeting & Forecasting Assistance

Monthly Bookkeeping

Best for: Businesses needing detailed, ongoing bookkeeping services to stay on top of their financials.

$ 300 / month +
  • Accurate, Up-to-Date Financials
  • Stay Tax-Ready
  • Financial Transparency
  • Peace of Mind

Individual and Business Tax Prep

Business Tax Prep

accurate, timely tax filings focused on maximizing deductions and minimizing liabilities.

$ 550 +
  • Complimentary review of prior year returns
  • Advisory
  • Tailored strategies

Individual Tax Prep

We ensure your personal taxes are filed accurately, maximizing refunds and minimizing liabilities.

$ 350 +
  • Attention to your individual tax situation
  • Advisory
  • Peace of Mind