Gold Package

Packages

Is the Gold Package Right for You?

Clients in the Gold package receive the peace of mind that comes with an established relationship with our team based on trust and integrity.

Clients value personalized advice to help with tax compliance that is driven by tax planning, which is key to their success.

Clients are alleviated from the stressors of owning a business by having an experience team to serve them 110%.

Clients value year-round support and access to Jan with priority to their needs.

What's Included?

We provide a high-touch, strategic service experience tailored to your unique business and financial life:

Year-Round Strategic Planning: Dedicated time to align your tax and financial strategy with your long-term goals.
Quarterly Business Reviews: Proactive check-ins to assess your financial position and recommend smart tax-saving strategies.
Cash Flow Optimization: Customized action plans to help maximize your personal and business cash flow.
Collaboration with Your Team: We coordinate with your attorney, lender, and financial advisor to support financial growth.
Decision-Making Support: Make smarter business choices with accurate financial data and expert guidance.
Tax Preparation & Filing: We prepare and file your federal and state income tax returns.

Add-On Services (Available for an Additional Fee)

Monthly accounting reconciliations to increase visibility into your cash position.
Payroll preparation and tax reporting to keep your team paid and compliant.
Sales tax reporting to meet state and local filing obligations.

Pricing

Individuals: Starting $1,200

Individuals with Schedule C, E, or F: Starting at $1,800

Entities (Partnerships and Corporations): Starting $2,400