Pricing
10% of all revenue will be donated to the featured organization - learn more here.
Tax Strategies Only
🔎 Analyzing your previous 2-3 tax returns for tax savings opportunities.
I compile 3-5 tax strategies to be used as Phase 1 Tax Plan Analysis, while aiming for 250-300% ROI to start. A second comprehensive report is also provided, listing out explanation of each strategy, tax savings, how to implement and document.
You can also choose a Done With Me option having the convenience of compliance done properly, with a monthly retainer, depending on how involved you’d like me to be. The monthly pricing tier and services would apply for this option.
$879 One Time Fee
Tax Prep Only
📈 Accepting clients that have either business returns (S-Corp, C-Corp, Partnerships) or have a business on personal returns (Sole Proprietors or LLC). Also accepting clients with mixed W-2 + business.
Ranges from $750-$2300 One Time Fee, depending upon the type of return.
Tiered Pricing
We offered detailed tiered pricing plans to meet the needs of all our clients. We work with small businesses, investors, and individuals - providing the exact right support where it’s needed most.
SCALE
Starts at $2,500/mo
Includes everything in “Grow” PLUS…
Monthly Health Checkups
Bookkeeping
Quarterly Health Checkups
Quarterly Tax Strategy Calls
Business & Personal Tax Filing
QuickBooks Subscription: Simple Start or Essentials Plan
Receipts Management
Annual Report Filing
GROW
Starts at $779/mo
Includes everything in “Launch” PLUS…
Monthly Tax Strategy Calls
Business & Personal Tax Filing
CFO Services: Forecasting, Budgeting, Business Planning, Tech Recommendations
Virtual Family Office Services: Risk Mitigation, Estate/Financial Planning, Legal Support, Insurance
LAUNCH
Starts at $505/mo
This package includes…
Bookkeeping - Monthly Oversight
Access to Christina for Questions
Bi-Annual Health Checkups
Bi-Annual Tax Strategy Calls
Personal Tax Filing
QuickBooks Subscription Discount
Business Compliance Alerts
Add-on Services:
QuickBooks Set-up & Training: $400 - On-going Support: $150
Entity Creation and Dissolution
Tax Resolution
Let’s Get to Work
Open your next file: a smarter, sharper financial plan starts here. Book your consultation and see how Clues & Co. can find the right strategies for you.