Services Just the Way You Need Them
Foundational
The Foundational subscription is all about getting your business’s tax basics in place. Whether you need some business tax tips, want to make sure your organization is set up right, or are sorting out employee equity, this subscription has you covered.
Strategy
With our Strategy subscription, we make sure your tax strategy aligns with your goals. Throughout the year, you’ll have personal quarterly one-on-one sessions with us to review and plan your strategy, including an end-of-year session. Starting with an initial deep dive, we ensure your foundations are set up to your liking and then tailor our approach to your needs, covering areas like business tax education or reviewing business succession planning based on what matters most to you.
Immersive
Need more in-depth help? The Immersive subscription gives you on-call tax assistance, including an initial review of company structuring to ensure the most tax-efficient setup along with ongoing monthly support. It’s reassuring to have a trusted team member to turn to for all your tax questions and creating customized tax strategies, watching your back throughout the year.