Core

For individuals who want peace of mind and accuracy — clear, compliant returns without the complexity.

Every Quarter $375.00

• Includes:
• Individual Tax Return Preparation (1040)
• Mid or Year-End Tax Check-in
• Retirement & HSA Optimization
• Full-Service Tax Notice Support
• Year-round Tax Support
• Digital Client Tools & Support Package
• Client Communications & Resources

Clarity

For proactive taxpayers ready to plan ahead, reduce surprises, and make smarter financial moves year-round.

Every Quarter $625.00

• Everything in Partner, plus:
• Two Strategic Check-Ins. One Clear Tax Plan. Zero Surprises.
• Updated Estimated Tax Payments
• Advisor Collaboration
• Multi-Income Stream Coordination
• Year-Round Priority Calendar Access
• Premium Tax Turnaround & Pick-Your-Week Tax Prep

Compass

For high-net-worth individuals and families seeking advanced tax planning, integrated coordination across investments and estates, and concierge-level priority service.

Every Quarter $1,000.00

• Everything in Strategist, plus:
• Priority Tax Check-Ins with Leslea
• Simply Balanced Clarity Dashboard
• Annual Tax Planning Meeting
• 4th Quarter Deep Dive
• Proactive Strategy & Scenario Planning
• Wealth & Estate Planning Integration
• IRS Transcript & Notice Monitoring
• Early Access to Pick-Your-Week Tax Prep
• Early Renewal Access
• Direct phone access to Leslea

Launch

Everything you need to get you started—without the bells and whistles you don’t.

Every Month $300.00

• Full-Service Tax Support & Core Tax Planning
• Quarterly Bookkeeping Review — A Second Set of Eyes
• Mid or Year-End Meeting for Proactive Planning
• Income Tax Filing — With No Guesswork
• One-on-One Tax Guidance You Can Trust
• Stress-Free Tax Notice Support — Handled for You
• Year-Round Access. Real-Time Answers.
• Digital Client Tools & Support Package — Stay organized at every step.

Grow

More support for your growing business so that you can focus on the next level.

Every Month $575.00

• Clarity Tax Planning & Elevated Support
• Everything in Launch, plus:
• Monthly Bookkeeping Review — A Second Set of Eyes
• Two Strategic Check-Ins. One Clear Tax Plan. Zero Surprises.
• Self-Employment & Freelance Strategies — Keep More of What You Earn
• Real-Time Adjustments So You Stay Fully Compliant
• Priority Tax Service — On Your Schedule, Not Ours
• Client Communications & Resources — Stay informed all year long.

Expand

Gaining momentum means leveling up your financial clarity, strategy, and support.

Every Month $650.00

• More Touchpoints. Priority Service. Compass Tax Planning
• Everything in Grow, plus:
• Direct access to a dedicated Accounting Specialist
• Quarterly Strategy Sessions — Aligned. Informed. Ahead of the Curve.
• A Tax Plan That Keeps Pace with Your Business
• Retirement & HSA Optimization — Build Wealth, Reduce Taxes
• Priority Year-End Filing Support — Stay Ahead of Tax Season
• Your tax season, on your terms — faster, smoother, stress-free.

Tax Partner

Essential tax planning for total compliance and peace of mind

Every Quarter $1,250.00

• Compliance. Accuracy. Peace of Mind.
• Business Bookkeeping Review & Financial Accuracy Check
• Mid or Year-End Tax Check-in
• Business Tax Preparation (1120, 1120S, 1065)
• Full-Service Tax Notice Support
• Year-round Accounting & Tax Support
• Digital Client Tools & Support Package
• Client Communications & Resources

Tax Strategist

Connecting your business goals with your personal goals

Every Quarter $2,500.00

• Where business success fuels personal goals
• Everything in Tax Partner, plus:
• Integrated Business & Personal Tax Return Preparation
• Annual Tax Planning & Custom Roadmap
• Two Strategic Check-Ins. One Clear Tax Plan. Zero Surprises.
• Tax Planning that aligns business and personal goals
• Advisor Collaboration
• Priority Tax Service — On your schedule, not ours

Tax Advisor

High-level strategy, direct access, and advanced tax planning

Every Quarter $3,750.00

• Concierge-level. All-inclusive. Personally guided.
• Everything in Tax Strategist, plus:
• Quarterly Check-Ins with Leslea
• Multi-Income Stream Strategy & Coordination
• Proactive Strategy & Scenario Planning
• High-Income Tax Strategy
• A Strategic Financial Partner, on speed dial
• VIP Tax Turnaround and Early Scheduling