Service Tiers
Choose the Level of Support That's Right for Your Business
Every active service level includes business tax return preparation. The difference is how much accounting oversight, tax planning, and relationship support comes with it.
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Legacy
No longer available to new clients
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Business Essentials
Coordinated business + personal tax compliance
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Business Guidance
Proactive Q4 tax planning and financial guidance
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Business Advisory
Quarterly planning, performance review, and senior relationship ownership
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| Tax & Compliance | ||||
| Primary Owner Tax Return | ||||
| Tax Planning | Q4 |
Quarterly |
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| Accounting & Reporting | ||||
| Accounting Review | Q4 only |
All quarters |
All quarters |
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| Financial KPI Reporting | Quarterly |
Quarterly + Customized |
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| Service Experience | ||||
| Scheduled Touchpoints | Q4 |
Quarterly |
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| Service Priority | Standard | Standard | Enhanced | Priority |
| Relationship Support | Standard | Team-Based Service | Dedicated Relationship Lead | Senior Relationship Lead |
| Additional Services | ||||
| Bill Pay Services | Add-on |
Add-on |
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| Outsourced Accounting | Add-on |
Add-on |
Add-on |
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| Controller Services | Add-on |
Add-on |
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| CFO Services | Add-on |
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| Payroll | Add-on |
Add-on |
Add-on |
Add-on |
| No Longer Available | Get Started | Get Started | Get Started | |
Business Advisory
Quarterly planning, performance review, and senior relationship ownership
Tax & Compliance
Primary Owner Tax Return
Tax PlanningQuarterly
Accounting & Reporting
Accounting ReviewAll quarters
Financial KPI ReportingQuarterly + Customized
Service Experience
Scheduled TouchpointsQuarterly
Service PriorityPriority
Relationship SupportSenior Relationship Lead
Additional Services
Bill Pay ServicesAdd-on
Outsourced AccountingAdd-on
Controller ServicesAdd-on
CFO ServicesAdd-on
PayrollAdd-on
Business Guidance
Proactive Q4 tax planning and financial guidance
Tax & Compliance
Primary Owner Tax Return
Tax PlanningQ4
Accounting & Reporting
Accounting ReviewAll quarters
Financial KPI ReportingQuarterly
Service Experience
Scheduled TouchpointsQ4
Service PriorityEnhanced
Relationship SupportDedicated Relationship Lead
Additional Services
Bill Pay ServicesAdd-on
Outsourced AccountingAdd-on
Controller ServicesAdd-on
CFO Services
PayrollAdd-on
Business Essentials
Coordinated business + personal tax compliance
Tax & Compliance
Primary Owner Tax Return
Tax Planning
Accounting & Reporting
Accounting ReviewQ4 only
Financial KPI Reporting
Service Experience
Scheduled Touchpoints
Service PriorityStandard
Relationship SupportTeam-Based Service
Additional Services
Bill Pay Services
Outsourced Accounting
Controller Services
CFO Services
PayrollAdd-on
Legacy
No longer available to new clients
Tax & Compliance
Primary Owner Tax Return
Tax Planning
Accounting & Reporting
Accounting Review
Financial KPI Reporting
Service Experience
Scheduled Touchpoints
Service PriorityStandard
Relationship SupportStandard
Additional Services
Bill Pay Services
Outsourced AccountingAdd-on
Controller Services
CFO Services
PayrollAdd-on
No Longer Available
Legacy is not offered to new clients.