Essential

$99 / month

Provides essential consulting services to optimize tax savings.

• Access to the Dynamic App
• Portal Access
• Monthly Consulting
• Proactive Tax Planning
• Quarterly Estimated Tax Payments

Gold

$349 / month

Designed for businesses needing accounting support and tax-saving strategies.

• Includes everything in 'Essential'
• Dedicated Bookkeeper
• Monthly Bookkeeping
• Customized Financial Reporting
• Financial Planning
• Payroll Service Setup

Platinum

$499 / month

Offers a comprehensive, all-inclusive tax and accounting solution.

• Includes everything in 'Gold'
• Priority Support
• Dedicated Tax Advisor
• Enhanced Monthly Consulting
• Business Tax Return Preparation
• State Income Tax Return
• Personal Tax Return Preparation for Responsible Party
• Issuance of 1099 for Contractors