Home / Advisory Plans / Small-Business Tax Package
What happens after checkout
- 1. Your advisor contacts you within one business day.
- 2. You share documents through our secure portal.
- 3. We deliver the work with a written summary and next steps.
Advisory plan
Small-Business Tax Package
Bookkeeping oversight, estimates and year-end filing
$549.00
Quarterly bookkeeping oversight, payroll and sales-tax compliance, plus proactive quarterly estimates for your small business. Includes a dedicated advisor, entity-structure review, and year-end filing.
- Fixed price agreed before we begin
- Licensed advisor on every engagement
- Written summary with next steps included