The estimate does not include all elements that might impact the final price, such as multi-state filings, more than 1 owner/partner, additional K1s on the individual etc.

Tax Planning is customized for each individual based on current and projected earnings and/or equity events. Strategies vary along with the fee structure to execute on strategies provided.

The estimate does not include all elements that might impact the final price, such as total number of transactions each month, multiple 3rd party integrations and reconciliations, and if the current books are "up to date".

The estimate does not include all elements that might impact the final price, such as: organized reporting, on-site meeting frequency, # of entities under management, securing debt etc.