Individual Packages
Monthly subscription includes:
- Multiple virtual meetings each year
- Tax planning and projections
- Preparation of personal tax return
- Unlimited access to ENGAGE staff throughout the year
- Optional in-office meetings
Business Packages
Monthly subscription includes:
- All items included under the individual packages, plus:
- Review and reconciliation of accounting records
- Analysis of business operations and strategic planning
- Consulting on all accounting and tax matters
- Preparation of corporate tax returns (if applicable)
‘Ala Carte’ Services
Fixed price by service need and complexity:
- Preparation of personal income tax return
- Preparation of corporate income tax return
- Tax planning sessions
- Bookkeeping services
- Business consulting sessions
Get Started Today
Schedule an initial conversation (about 20 min) to discuss your needs, challenges, and goals.
Discuss service package options and monthly price structure.
Confirm that your proposal is accurate and fill out our onboarding documentation we will send you.
Schedule your first meeting.
Relax! We’ll take it from here without further discussion of prices, extra charges or billable hours.