More than once
a year.
If you're only submitting documents in March, it's already too late to do anything about your taxes. Our advisory tiers are built around a simple idea: the more we talk throughout the year, the fewer surprises at filing time.
Every tier starts with accurate, on-time business tax preparation. From there, you choose how much year-round strategy and support you want alongside it.
Choose your level of support
Business Tax Prep
Accurate, timely preparation of your business tax return — the foundation every tier is built on.
- Preparation and filing of your business tax return
- For new clients: a Business Tax Readiness Assessment (records review, prior-year data import, and file setup)
- Standard document checklist and secure upload through our client portal
Businesses with clean, organized books that want a reliable annual filing without ongoing check-ins.
Tax Prep + Annual Strategy Review
Everything in Tier 1, plus one comprehensive planning meeting each fall — so decisions get made while there's still time to act on them.
- Financial statement review
- Comparison of business results to your personal tax estimates
- S-corp reasonable compensation review, retirement contributions
- Year-end tax planning strategies
Businesses that want at least one real strategy conversation before year-end — not just a return dropped in their inbox in the spring.
Tax Prep + Ongoing Advisory
Everything in Tier 2, plus two additional check-ins — in spring and at year-end — so we're touching base three times a year instead of one.
- The full fall strategy meeting from Tier 2
- A lighter-touch spring check-in
- A year-end check-in of strategies implemented
- Mostly asynchronous — quick, focused touch points that fit your schedule
Businesses that want a true year-round advisory relationship, with regular course-correction instead of one big meeting.
Round out your package
Available exclusively to current tax clients.
Collaborative Bookkeeping
We work together to produce accurate numbers you can rely on.
Financial Statement Preparation
Monthly or quarterly reconciliation and reports that meet your needs.
Payroll Processing
Full payroll processing including workplace insurance management.
NY Sales Tax
Sales tax preparation and audit representation.
Management Consulting
Through our partner, Milestone Business Consultants LLC.
S Corp. Analysis
Know your tax savings before you elect S Corporation tax status.
Ready to talk tiers?
Schedule a free initial consultation — we'll talk through your business and see if we're the right fit. Every new engagement begins with a $250 setup fee, which covers your records review, prior-year data import, and file setup, so we start clean no matter which tier you choose.