Group Practices
Plans and Pricing
Essentials Suite for Solo Practitioners
Being a solo practitioner doesn’t mean you have to go it alone. Our Essentials Suite for single-provider practices offers best-in-class solutions designed to cover the critical components of running a successful and financially efficient practice. Practitioners enrolled in our Essentials Suite receive:
- Dedicated CPA
- Unlimited email support
- Monthly bookkeeping & reporting
- Quarterly estimated tax calculations
- Tax strategy & advisory
- Take-home pay optimization
- ‘Reasonable Salary’ assessments
- Payroll & benefits support
- IRS/State audit support
- No contract. Cancel anytime.
Essentials Suite
$
595
per month
- Dedicated CPA/CFO
- Unlimited email support
- Monthly bookkeeping reports
- Quarterly tax estimates
- Take-home pay optimization
- Payroll & benefits support
- Tax strategy & advisory
- Reasonable Salary assessments
- IRS/State audit support
- No contract. Cancel anytime.
or see our 'Services' page to learn more
Full Suite
$
845
per month
- Everything in ‘Essentials’ plus
- Advanced reporting w/ KPIs
- Compensation splits tracking
- Industry benchmarking
- Budgeting analysis
- New hire forecasting
- No contract. Cancel anytime.
or see our 'Services' page to learn more
CFO Suite
$
1,495
per month
- Everything in ‘Full Suite’ plus
- Monthly CFO call
- Corporate tax preparation
- 3-month minimum enrollment
or see our 'Services' page to learn more
Other Services
Business Formation
$
525
plus state registration fee
Arrange Consultation
or get in touch for updates
Corporate Tax Preparation
$
1,495
preparation fee
Arrange Consultation
includes Federal & State returns.