Complexity is welcome here
signature packages
We specialize in tax clarity, year-round support, and strategy that doesn’t leave you guessing.
Integrated Tax, Accounting & Advisory Guidance
Designed to Move You Forward
Advisory Packages & Services
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Designed for partnerships, multi-member LLCs, and corporations that require advanced tax strategy, proactive compliance leadership, and advisor-driven planning at the entity level.
What’s Included:
Starting at $4,250 annually
Aurum ELITE Strategy
Gilded Foundations
Advanced Entity-Level Tax
Oversight for Partnerships & Corp
Strategic Tax Planning & Preparation For Individuals
• Personal income tax preparation
• Includes Single or Joint Filers
• Proactive tax savings plan
• Tax deadline tracking and reminders
• IRS and tax notice monitoring
• Secure client portal
• Done-for-you implementation
• Exclusive client resources
Designed for individuals or joint filers with increasing income complexity who want proactive tax strategy, expert oversight, and a fully managed experience.
Starting at $3,500 annually
• Comprehensive support beyond Refined
Gold, including:
• Partnership or corporate tax return
preparation
(additional ad-on partners or shareholders)
• K-1 preparation & coordination of owner
tax matters
(includes one primary
member or shareholder)
• Strategic oversight of entity-level
compliance requirements
• Owner compensation distribution
planning
• Coordination across related entities and
inter-company activity
• Highest-priority expedited response times
• Bookkeeping
• Payroll services
• Sales tax filing
What’s Included:
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Refined Gold
Proactive Tax Planning for Sole Proprietors & Single-Member LLC
Designed for sole proprietors and single-member LLC owners who require integrated business and personal tax strategy, compliance monitoring, and ongoing advisory support as their businesses grow.
• Everything in Gilded Foundations, plus:
• Business tax preparation (Schedule C or single-member LLC)
• Entity compliance monitoring
• Payroll compliance monitoring
(as applicable)
• Enhanced tax savings and projection
planning
• Priority support
• Bookkeeping
• Payroll services
• Sales tax filing
What’s Included:
complexity multiplier
Pricing may vary based on transaction volume, payroll activity, number of filings, and multi-state operations. Final investment is confirmed following an initial assessment. Please refer to our Complexity Tier Multiplier to estimate your specific needs.
STARTING AT $3,000
annually
complexity multiplier
Considerations:
Final scope and investment may adjust based on income sources, investment activity, filing requirements, and state exposure. A tailored proposal is provided following an initial review. Final investment is confirmed following an initial assessment. Please refer to our Complexity Tier Multiplier to estimate your specific needs.
Considerations:
Optional Add-On Services:
complexity multiplier
Considerations:
Aurum Elite investment levels are influenced by operational complexity, including transaction volume, payroll activity, filing requirements, and multi-state considerations. Final pricing is confirmed following assessment. Please refer to the Complexity Tier Multiplier to estimate your anticipated scope.
Optional Add-On Services:
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For fiduciaries and families needing estate or trust tax support. Delivered with care and discretion, aligned with your legal and financial planning.
Available Add-On Services:
Starting at $4,500 annually
Starting at $5,000 per month
GOLDEN LEGACY
ORIA LEDGER
Estate & Trust Advisory Package
Dedicated Monthly Bookkeeping & Financial Compliance Support
Shielded Gold
A stand-alone, ongoing engagement providing dedicated, high-level bookkeeping support for businesses that require accuracy, consistency, and proactive financial oversight.
IRS Representation
& Audit Support
For clients who need calm, experienced support during audits or tax inquiries. We handle communication and representation directly, so you can focus on your business.
Starting AT $3,000 PER MATTER
• Trust or estate income tax return(s)
• Fiduciary accounting coordination
• Beneficiary and distribution planning
support
• Estate and gift tax strategy (as applicable)
• Coordination with legal and financial
advisors
• Ongoing compliance monitoring
• Priority advisory access
What’s Included:
• IRS notice response and issue resolution
• Audit representation and preparation
• Ongoing correspondence support
What’s Included:
Where Strategy Meets Precision
From tax planning to high-level advisory, IRS support to business structuring, we guide clients through all areas of tax and accounting.
• Up to 45 hours per month of dedicated bookkeeping support
• Transaction categorization and accuracy
review
• Bank, credit card, and loan account
reconciliation
• Ongoing chart of accounts maintenance
• Monthly financial reporting
• Bookkeeping compliance support and
issue resolution
What’s Included:
• Payroll
• QBO Subscription
• Bookkeeping clean-up and catch-up
services
• Additional bookkeeping hours
Excludes:
Receipt management (available as an add-on)
SOLID GOLD
ROSE GOLD
WHITE GOLD
• Multiple interconnected income streams, entities, or asset classes
• Extensive reporting requirements across filings, services, or jurisdictions
• High-value or high-volume activity requiring detailed review and reconciliation
• Ongoing planning, modeling, or structural decision-making
• Situations requiring coordination across advisors or long-term oversight
• Prior-year issues, compliance gaps, or corrective work with increased exposure
• Multiple income or reporting sources that require additional coordination
• Standard supplemental forms or disclosures beyond a single filing
• Moderate investment or asset activity requiring reconciliation
• Itemized deductions or adjustments that increase documentation review
• Retirement, benefits, or compensation reporting that adds filing detail
• Prior-year information that must be reviewed or carried forward
• Multiple layers of income, assets, or entities requiring coordination
• Advanced supplemental forms or disclosures with increased review time
• Multi-jurisdiction or multi-filing requirements
• Higher transaction volume or reporting thresholds
• Ongoing service needs that extend beyond a single filing cycle
• Situations requiring planning, restructuring, or corrective work
Our 3 Complexity Tiers
Our Complexity Calculator evaluates the structure and scope of your tax situation to determine the appropriate service level or form-based pricing as it applies to à la carte forms, individual services, and bundled packages. It is a tool designed to help clients understand what to expect in an estimate.
For Solid Gold engagements, estimates are set at 4.75x the base package, service, or form price to reflect advanced complexity and comprehensive service needs.
Estimated Price = Base Price × 4.75
For Rose Gold engagements, estimates are set at 1.5x the base package, service, or form price to account for needs above the standard level.
(Estimated Price = Base Price × 1.5)
For White Gold engagements, estimates are set at 3.25x the base package, service, or form price to reflect increased complexity and expanded service needs.
Estimated Price = Base Price × 3.25
Multiplier Triggers
Multiplier Triggers
Multiplier Triggers
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step Three
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Complete Secure Intake
step one
Your intake helps us understand your goals and match you with the right services.
step Four
step Three
Review & Alignment
step Two
step one
Once we review your intake, we’ll contact you to schedule a discovery call and assess your specific needs.
step Four
accept proposal
step Three
step Two
step one
Following your discovery call, you’ll receive a proposal outlining your customized package and services.
coming together
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step Three
step Two
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