Launch
Our Full Circle Business Services tax only monthly plan for individuals.
This package includes:
- Individual Tax Return (up to 2)
- Access to client portal
(to securely upload documents)
Starting at $45.00 / month
Launch Business
Our Full Circle Business Services tax only monthly plan for business.
This package includes:
- Individual Tax Return (up to 2)
- Business Tax Return (1)
- Access to client portal
(to securely upload documents)
Add Monthly Planner ($15.00 / month)*
Annual Consulting Meeting(s) ($45.00 / month)**
Master
Our Full Circle Business Services tax and accounting monthly plan for business.
This package includes:
- Individual Tax Return (up to 2)
- Business Tax Return (1)
- Accounts – Banking (1)
- Download Bank Transactions
- Reconcile Bank Account to QB
- Monthly Financial Statements
- Access to client portal
(to securely upload documents)
Starting at $260.00 / month
Add Monthly Planner ($15.00 / month)*
Annual Consulting Meeting(s) ($45.00 / month)**
*With Monthly Planner, you complete a power of attorney which is kept on file with the IRS to copy us on IRS issues. Only available on Launch Business and Master.
**Annual Consulting Meetings are at a set time where we will meet, discuss, and plan for your financial future. Select up to 4 recurring annual meetings. Only available on Launch Business and Master.