our pricing

Lower Tax Burden, Efficient Processes, & Impeccable Financials

Simplify your financial management with our comprehensive suite of services. From tax returns to bookkeeping, we handle all your accounting tasks with expertise and dedication. With a dedicated point of contact, we provide year-round support to ensure your business thrives.

what's included

Your Complete Outsourced
Accounting Package

Unlock the full potential of your business with our comprehensive outsourced accounting package. From tax returns to bookkeeping and financial analysis, we provide all the essential accounting services you need for success.

Lower Taxes
Streamline Your Financial Records

Leave the mess behind and let us transform your financial records into a clean and organized system, ensuring accuracy & efficiency.

Optimize Tax
Savings & Planning

We will analyze your financials, identify tax reduction opportunities & create a customized plan to minimize your tax burden while staying compliant.

Comprehensive Bookkeeping & Payroll

From monthly bookkeeping to seamless payroll management, our dedicated team will handle all your accounting needs, allowing you to focus on growing your business.

CPA & Tax Accountant Near Charlotte NC

Pricing Plans

Simplified Monthly Pricing for Businesses of Every Scale

Essentials
New Business
Starting at
$475/mo
Tax Planning Solutions with Monthly Bookkeeping.
Monthly Bookkeeping
Proactive Tax Planning
Annual Business Return $350,
Annual Personal Return $200
Business Tax Return Billed Separately
Plus
Growing Business
$750/mo
Tax Planning Solutions, Monthly Bookkeeping and Consultation
Monthly Bookkeeping
Proactive Tax Planning
Annual Business and Personal Returns (included)
Business Tax Return Included
Quarterly Meeting Time
Advanced
Established Business
Starting at
$1,500/mo
Tax Planning Solutions, Monthly Bookkeeping, and Fractional CFO Services.
Fractional CFO Guidance
Monthly Bookkeeping
Proactive Tax Planning
Annual Business and Personal Returns (included)
Business Returns Included
Monthly Meeting Time
Annual Financial Audit or Review Support

CPA & Tax Accountant near Charlotte NC

Free Tax Reduction Analysis to Save You Money

Unlock potential tax savings and minimize your tax burden with our
complimentary tax reduction strategy call, where we'll identify
opportunities to maximize your tax savings.