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Rates & Packages
Subscription-based accounting and tax services that give small business owners confidence, clarity, and a predictable financial experience.
Our subscription model provides
- Monthly bookkeeping so you always know where your business stands.
- Faster, more accurate tax preparation when filing season comes.
- All services under one tax professional, reducing confusion and extra work.
- Proactive communication throughout the year, not just at tax season.
- Predictable monthly costs instead of seasonal spikes.
Everything your business needs, under one tax professional
By bringing together bookkeeping, payroll, tax preparation, and strategic advisory in one monthly plan, we deliver reliable support and a more predictable financial experience — so you always know where your business stands.
Choose the level of support that fits
Every plan is tailored to your business’s complexity, goals, and budget. Reach out for a custom quote.
Essentials
Core monthly bookkeeping and tax preparation to keep a small business organized and on track.
Tailored pricing
Monthly subscription
Comprehensive
Full-service bookkeeping, payroll, tax preparation, and year-round strategic advisory — all under one roof.
Tailored pricing
Monthly subscription
Growth
Adds proactive planning and advisory on top of the essentials — built for businesses that are scaling.
Tailored pricing
Monthly subscription
Individual Service Pricing
Core monthly bookkeeping and tax preparation to keep a small business organized and on track.
Bookkeeping Only
Standalone monthly bookkeeping support to keep your financials clean and current.
Not sure which package is right for you?
Well help you find the right level of service for your goals and budget.
A steadier, smarter way to manage your finances
Continuous visibility
Brief introductory call to understand your business, goals, and current tax structure.
Efficiency & accuracy
Monthly bookkeeping streamlines year-end tax preparation.
Predictable costs
Monthly recurring payments help your cash flow planning.
One tax professional
Comprehensive service under one roof — no confusion or extra work from outside providers.
Proactive advice
We ask the right questions as you go, not just during tax season.
A lasting partnership
Support throughout the year makes long term relationships easy to maintain.
A modern, focused tax firm
Virtual tax advisory firm
A fully remote firm — with in-person consultations available in the San Antonio, TX area.
Niche expertise
Specializing in insurance & financial services, the trades, construction & labor, and other 1099-income businesses.
Veteran professional review
Every client s returns are reviewed by an experienced tax professional.
Full service administration
Optimized workflow, client communication, and financial organization inspired by top-performing firms
Let's review your business and find the opportunities.
Schedule a consultation no pressure, just a clear look at where you stand and where you could be saving
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