Each package carries forward everything in the one before it. Everything included is listed here — and so is everything that is not. CPA firm serving Coral Springs, Parkland, Broward County, South Florida, and clients in all 50 states.
Not sure which one fits? Your consultation settles it in a few minutes. Most clients begin lower and move up as their situation develops.
High-earning professionals with no business interest — the return handled precisely and the year planned in advance.
Full Details →Emerging owners building their first structure — clean books and correct filings before strategy can mean anything.
Full Details →Established owners who suspect they are overpaying — and want it quantified either way.
Full Details →Operators who need strategies executed rather than recommended, and the agency handled directly.
Full Details →Multi-entity operators and high-net-worth families running businesses, property, and personal wealth as one system.
Full Details →For high-earning professionals with no business interest, who want the return handled precisely and the year planned in advance.
For emerging owners building their first structure, where clean books and correct filings must come before strategy can mean anything.
For established owners who suspect they are overpaying, and want it quantified either way. Packages One and Two keep you compliant. Package Three changes what you owe. This is where the written tax plan — with the dollar savings named on every strategy — becomes the product.
For operators who need strategies executed rather than recommended, and the agency handled directly. At Package Four we hold your power of attorney and deal with the IRS on your behalf.
For multi-entity operators and high-net-worth families running businesses, property, and personal wealth as one system. Monthly CFO cadence, integrated cash flow, coordinated across every entity, trust, and holding.
We include the analysis and the judgment. We do not include third-party costs we don't control or one-time work that only some clients need.
| Cleaning up books from prior periods | quoted |
| Additional entities or states beyond package scope | quoted |
| Sales tax filings | quoted |
| Payroll coordination | quoted |
| Third-party fees noted above (retirement plan TPA, cost seg specialist, formation service, attorney drafting) | at cost |
Final investment is set during your consultation, based on entity count, transaction volume, and filing complexity. Most engagements land at or near the stated figure. If your situation exceeds the scope, we tell you the number before any work begins. You will never receive a surprise invoice.
Liens, levies, back taxes, unfiled returns, offers in compromise, and installment agreements are handled as a separate engagement — not inside a monthly package. Those matters are driven by history rather than by the return we file, and they deserve their own scope and their own fee.
Call (877) 375-8683Every relationship begins with a free review of your last two returns and a private consultation. We accept a controlled number of new engagements each quarter.
Before you commit to anything, we examine your two most recent filed returns and tell you what was missed, in dollars.
A confidential conversation to understand your business, current structure, and what brought you here. Which package fits gets settled in a few minutes.
Final package, scope, and investment are confirmed in writing. Twelve-month engagement; upgrades effective immediately, downgrades at renewal.
Tax planning work begins immediately. Full transition from a prior CPA typically complete within 30 days.
The free return review is where every engagement begins — and it tells both of us whether we are a fit.
Request Free Return Review →