Simple Pricing. Real Results.

Help with strategic planning, wealth management, taxes, accounting and more.

New Business
Start Up

For Businesses just getting started

Starting at $1,500-$2,800+ based on your needs.

Everything you need to start a new business and become profitable faster

  • Business Concept Validation

  • Customized Business Planning

  • Entity Type Recommendations & Legal Formation

  • Federal/State/Local Business and IRS Filings

  • Automated Accounting & Payroll Setup

  • Profit Accelerator Process

Business
Baseline

For Businesses focused on the essentials

Starting at $499/month

Expert Management or all your core business filing needs. Never worry about compliance and access the data you need to grow.

  • Expert Business and Personal Tax Filings to make tax time easy

  • Done-for-You Automated Accounting so you can say goodbye to busy work

  • Strategic Financial Reporting so you can have the data you need at your fingertip

  • Year-Round Team Support

Business
Growth

For mature businesses ready to grow faster

Starting at $899/month

Strategic planning for the best possible results + personal strategy to help you accelerate your wealth.

  • Everything in the Baseline Package Plus +

  • Strategic Business & Personal Tax Planning to minimize your tax liability.

  • Business Cash Flow Analysis so you can identify areas to save and invest

  • Business threats analysis to eliminate surprises that could block your growth

  • Personal Cashflow and Net Worth analysis to optimize your long-term financial goals

Do you have specific needs?

Custom Needs

A crafted package to align with your goals.

Custom pricing

Strategic planning for the best possible results + personal strategy to help you accelerate your wealth.

  • Annual Tax Savings Plans

  • Accounting Clean Up & Support

  • Non-Profit Accounting and Support

  • Personal Tax Preparation and Planning

  • IRS Guidance and Support

  • Business Planning and Report Writing with Crystal Reports

  • Blackbaud Financial Edge Implementation

FAQ'S

Welcome to our Frequently Asked Questions section! Here, we address the most common questions we receive from our clients to help you find quick answers and solutions.

  • Traditional tax firms focus on historic work - they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus on helping you make progress holistically based on your goals. This includes strategies to plan your cash flow, understanding your tax obligations, wealth acceleration, and business reporting so you can stress less and enjoy running your business again.

  • We'll make sure we align the right package with your goals. We'll identify your specific needs and ensure you're enrolled in the right package, at the right price.

  • Right away. The sooner you book a call, the sooner we can begin helping you save on taxes and spend more time on the things you love doing. Don't wait.

  • We specialize in working with professionals and business owners that want better results in their tax & business lives. Our team has experience helping clients across multiple industries and we use that knowledge to make tax & strategic planning easier. If you really want to have more fun running your business, book a call with us! We'll discuss your needs and align you with the right service. If we can't help for any reason, we'll point you in the right direction.

  • Our headquarters are in Summerville South Carolina and we work with clients across the US.