WHAT WE DO
Tax Services
Tax strategy that keeps you compliant, proactive, and ahead of the curve.
Business Tax Services | NonProfit Tax Services | Individual Tax Services
We support individuals, businesses, and nonprofits with:
Annual tax prep and filing
Quarterly planning and projections
IRS Form 990
Year-round advisory through subscription-based tax programs
OpenLine™ Tax for ongoing individual support
Business Tax Services
Annual Tax Prep and Filing
Starting at $415/mo or $5,000/yr
WHO’S IT BUILT FOR:
Businesses who need professional help with their annual tax preparation and filing. It ensures accurate returns and compliance with federal and state regulations, with a one-on-one consultation.
WHAT’S INCLUDED?
A proactive partnership that guides you from preparation through filing—so you always know what’s next
Federal & state income tax prep and e-filing
One-on-one CPA consultation
Secure file storage for tax and compliance documents
Trusted Advisor Package
Starting at $625/mo or $7,500/yr
WHO’S IT BUILT FOR:
Businesses seeking proactive and year-round support with professional guidance, ongoing planning, and direct access to a dedicated CPA. Great for those who want to proactively plan for and save on taxes with a trusted advisor who can grow with your business.
WHAT’S INCLUDED?
Everything in Annual Tax Prep and Filing package
Year-round access to support
Proactive tax planning & guidance
Quarterly tax planning calls and estimate reviews
Nonprofit Tax Services
Annual Tax Prep and Filing
Starting at $230/mo or $2,750/yr
WHO’S IT BUILT FOR:
Nonprofits seeking professional help with their organization's annual tax preparation and filing. We ensure accurate returns and compliance with federal and state regulations, so you can focus on your mission.
WHAT’S INCLUDED?
A proactive partnership that guides you from preparation through filing—so you always know what’s next
Federal form 990 prep and e-filing
One-on-one CPA consultation
Secure file storage for tax and compliance documents
Annual Accounting Assistance
Starting at $85/mo or $1,000/yr
WHO’S IT BUILT FOR:
Nonprofits needing help cleaning up their books, including up to 4 hours of support for adjustments or complex transactions.
WHAT’S INCLUDED?
Up to 4 hours of consultation
Assistance with general ledger accounting
Accounting research for complex transactions
Year-round access for tax compliance support
Individual Tax Services
Annual Tax Prep & Filing
Starting at $105/mo or $1,250/yr
WHO’S IT BUILT FOR:
Individuals who simply need accurate, compliant annual tax filing—without the year-round component.
WHAT’S INCLUDED?
Federal & state income tax prep and e-filing
One-on-one CPA consultation
Secure file storage for tax and compliance documents
Tax deadline reminders
Clear, reliable support during filing season
OpenLine™ Tax Services
With OpenLine™, you get more than tax prep. You get a partner.
Starting at $190/mo or $2,250/yr
WHO’S IT BUILT FOR:
OpenLine™ is our year-round, subscription-based model designed for individuals who want proactive guidance, fewer surprises, and a knowledgeable CPA in their corner when life happens.
Whether you’re planning for a big life event, navigating a change in income, handling equity compensation, or just wanting clarity before next April, OpenLine™ gives you real-time access to professional advice—so you can make informed decisions all year long.
WHY OPENLINE® WORKS
Most tax issues become stressful only when you find out too late. OpenLine™ flips that model—giving you continuous planning, guidance, and support so you stay ahead of tax implications, not behind them.
WHAT’S INCLUDED?
Everything in our Annual Tax Prep & Filing package
Year-round access to tax guidance
Proactive tax planning & personalized strategies
Quarterly planning calls and estimate reviews
Support for life events (job changes, equity payouts, home purchases, etc.)
Answers to tax questions before they become tax problems