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Residential
Residential Savings Package
Starting at
$2,500
Billed one time
Get your free estimate
  • Tailored cost segregation study for residential properties
  • Maximized depreciation for faster tax deductions
  • Expert compliance with IRS guidelines
  • Digital reporting with actionable tax insights
  • Affordable solution designed for property owners
Price depends on total price and extent of the research done per property.
Basic
Small Business
Starting at
$525/m
Billed Monthly.
Get Started
  • Accrual basis monthly bookkeeping
  • Dedicated bookkeeping team
  • Year-end tax ready financial statements
  • Direct, unlimited communication with our in-house research team
  • Bookkeeping powered by real humans.
BASED ON THE NUMBER OF ACCOUNTS AND TRANSACTIONS
Commercial
Commercial Advantage Package
Starting at
$5,000
Billed one time
Get your free estimate
  • Comprehensive cost segregation study for commercial assets
  • Accelerated depreciation for significant tax savings
  • Strategic reporting to improve cash flow
  • Expert guidance for long-term tax efficiency
  • Scalable solution for businesses of any size
Price depends on total price and extent of the research done per property.
Business
Tax Returns
Starting at
$1,800
Per Return
Get Started
  • Includes All related business tax return schedules and K-1s
BASED ON THE NUMBER OF ACCOUNTS AND TRANSACTIONS
Individual
Tax Returns
Starting at
$1,000
Per Return
Get Started
  • Includes W-2 and 1099s
  • Schedule C - Business Income
  • Schedule D - Short and Long Term capital Gains
  • Schedule E - Rental Real Estate and Passthrough Income from Partnerships and Small Corporations
BASED ON THE NUMBER OF ACCOUNTS AND TRANSACTIONS
Fortune Builder
Fractional CFO Services
Starting at
$1,500
Per Month
Get Started
  • Strategic Financial Planning
  • Cash Flow Management
  • Budgeting and Forecasting
  • Financial Reporting and Analysis
  • Cost Reduction Strategies
  • Profitability Improvement
BASED ON THE NUMBER OF ACCOUNTS AND TRANSACTIONS
Monthly Review
One-on-One Consultation
Starting at
$500
Per Month
Get Started
  • A monthly review of your books to make sure you understand your key ratios and numbers to ensure ongoing financial success.
BASED ON THE NUMBER OF ACCOUNTS AND TRANSACTIONS

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