Year-round support, not just tax season.
For clients who want an ongoing relationship — consistent books, proactive planning, and someone to call throughout the year. All plans are flexible and priced after a brief conversation.
Three ways to work together ongoing
All subscription pricing is estimated. Every plan is discussed and confirmed individually — these numbers are starting points, not fixed rates. The right plan depends on your situation.
For individuals who want their annual return handled and someone available to answer questions throughout the year. Simple, affordable, and consistent.
- Annual individual tax return
- Quarterly check-in (call or message)
- Year-end tax planning conversation
- Priority response to questions
- Document storage in client portal
Best for: individual filers who want year-round access, not just a one-time filing.
For small business owners who want clean books every month and tax season handled without the annual scramble. The most common setup for owner-operated businesses.
- Monthly bookkeeping & reconciliation
- Monthly owner-ready financial summary
- Annual business tax return
- Annual personal return (if needed)
- Quarterly planning & strategy review
- Ongoing availability for questions
Best for: small business owners who want their books and taxes handled in one relationship.
For growing businesses that want comprehensive financial support — books, reporting, tax, and strategic advisory all in one ongoing relationship. Pricing depends on scope.
- Everything in Books + Tax
- Monthly Excel reporting & dashboard
- Financial modeling as needed
- Decision support and analysis
- Direct line to Evan — any time
- Annual strategic review
Best for: businesses that want a single trusted advisor across all financial functions.
The value of being known
A one-time filing gets the return done. An ongoing relationship means that when something changes — a new client, a big expense, a business decision — there's someone already familiar with your situation to call.
- Tax planning happens throughout the year, not in April
- Books are clean month-to-month, not scrambled at year-end
- Questions get answered fast by someone who knows your situation
- Proactive advice — things flagged before they become costly
- No re-explaining your situation to a new person each year
Subscription plans aren't rigid packages. If you need more one month and less another, that can be accommodated. If your business grows and your needs change, the scope can be adjusted.
One-time projects are always available too — subscriptions are for clients who want consistency, not a requirement to work together.
The best first step is a quick conversation to figure out what structure actually makes sense for your situation.