Year-round membership ensure your personalized tax strategies, wise guidance, and timely support
Say Goodbye to Once-a-Year Tax Preparers
Designed specifically for business owners, professionals, and high-net-worth families with complex financial lives, we deliver true year-round, end-to-end tax and wealth coordination:
Strategic Planning | Seamless Filing | Asset Protection | Wealth Growth
Leverage tax efficiency as a catalyst to unlock new opportunities and fuel long-term financial growth.
We help you hatch, growth and structure your financial plans to make sure you are on the track of the way to you finical free goals
Consistent growth takes complete understanding and expert care. To help your golden egg become a goose that keeps laying golden eggs, we design a tailored, step-by-step strategy. From optimizing your financial structure and tax position to managing your family wealth transfer, we are your caretakers, safeguards, and long-term partners.
Five disciplines. One team. One plan. Your tax strategy starts with clean books. Your wealth plan reflects your real tax position. Your growth decisions are pressure-tested through a CFO lens. Nothing gets lost between advisors because every discipline works from the same picture, toward the same goals.
Excellent Books & Payroll
Excellent Wealth
Most business owners are so tied down by daily operations that they lose sight of which products are driving real profits, and which are quietly losing money. Hiring a full-time CFO is out of reach, but running blind isn’t a strategy.
That’s where we come in. We analyze your monthly and even daily transactions and financial performance to deliver timely, crystal-clear summaries. You’ll always know exactly how your business performed this month, this quarter, and this half-year.
Powered by real financial professionals, we give you actionable insights to cut losses fast, double down on winning opportunities, and bridge the gap between your vision and your bottom line. Never waste another dollar. Never miss an opportunity within reach.
Choose your foundation. We build the strategy around it.
Membership begins at $800 a year and scales to $30,000 for Elite CFO leadership. Every tier includes a full-year plan because the return is the smallest part of what you are paying us for.
ExcellentFamily Member
Stop reacting to tax season. Start planning for it.
- Family-Wide Coverage: Complete filings for your household, including children under 21 at home and low-income parents 65+.
- Business & Rental Incomes Included : Perfect for side hustles (Schedule C) and rental property owners (Schedule E).
- Proactive Strategy & Support: Year-round tax planning and continuous member guidance so you never make financial moves in the dark.
ExcellentSmart Member
- Business Tax Return (Form 1120-S): Covers 1 S-Corporation entity, including K-1 distributions for all shareholders.
- Owner Personal Returns (Form 1040): Comprehensive family coverage for up to 2 business owners (mirroring the Excellent Family Plan).
- Dual-Layer Tax Planning: 12-month strategic guidance for both your company and personal owner positions.
- Bookkeeping Discounts: Preferred member pricing for ongoing bookkeeping services.
ExcellentPa Member
Designed for Partnership owners who want seamless, year-round integration between their business and personal tax strategy.
- Partnership Tax Filing: Complete Form 1065 preparation, including Schedule K-1 packages for all partners (covers 1 Partnership/LLC entity).
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Partner Family Tax Return: Full Form 1040 preparation for up to 2 primary partners - includes all benefits of the Excellent Family Plan (children under 21 living at home and low-income senior parents 65+).
Note: K-1s are provided for additional partners, but personal returns are excluded. - Integrated Tax Strategy: Proactive, year-round tax planning covering both your partnership operations and personal/family wealth.
- Exclusive Member Perks: Special discounted rates on monthly bookkeeping services.
Your back office. One accountable team.
Bookkeeping, payroll, reporting, and tax coordination, all working together under one accountable team. You get reliable numbers, fewer moving pieces, and more time to lead your business.
ExcellentSmart Whole Package
- Round yearly Tax Plan
- Annual tax report 1120S
- Bookkeeping and payroll service
- Quarterly and annual tax reports Including but not limited in 940, 941, state payroll, W-2, W-9, 1099 etc
- Payroll processing includes up to 6 employees. Additional employees are $15 per employee, per month.
ExcellentPa Whole Package
- Year-Round Tax Planning - Tax and business questions answered within 48 hours, excluding weekends and holidays.
- Annual Partnership Tax Filing (Form 1065) - Includes up to 50 partners; contact us for larger partnerships.
- Quarterly & Annual Tax Filings - Including Forms 940, 941, W-2, 1099, and applicable state payroll filings.
- Bookkeeping & Payroll Services - Includes payroll processing for up to 6 employees; additional employees are $15/month each.
We serve to anyone striving for a better life, a stronger family, and a brighter community:
The Family Protectors: Driven to safeguard their children, support their elders, and secure multi-generational stability.
The Difference Makers: Entrepreneurs who inspired to use their resources to foster peace, prosperity, and positive change in the world.
You don’t need to navigate the journey alone. We bring the expertise, structure, and year-round partnership to turn your vision into a living legacy. Step into a better financial future today.
Every new member meets directly with a senior CPA or EA. We learn your situation, understand your priorities, answer your questions, and begin building your year-round plan from day one.
When the next decision is too large to make on instinct.
A seat at your table for the questions that decide the next five years: what to price, when to borrow, where the cash actually goes, and what the business is worth. From $7,500, beginning with a questionnaire and at least two private 30-minute intake sessions.
Financial Planning & Analysis
Annual budget, rolling forecast, scenario planning, KPI dashboard, monthly review
Cash Flow Management
13-week forecast, working capital, burn rate, liquidity planning
Business Strategy
Growth and expansion, profitability, pricing, cost reduction, performance reviews
Capital & Financing
Bank and SBA support, investor reporting, due diligence, M&A, valuation
Tax Coordination
Estimated taxes, entity structure, owner compensation, exit tax planning
Accounting Oversight
Controller oversight, statements, internal controls, month-end close
Elite CFO service is available up to $30,000 annually, scoped to your business.
