$50 Client Referral Fees

  • Home
  • Contact Us
  • Resources
  • Calendar
    • Individuals
    • Business
  • Services
    • Tax Planning
    • Services
  • More
    • Home
    • Contact Us
    • Resources
    • Calendar
      • Individuals
      • Business
    • Services
      • Tax Planning
      • Services
  • Home
  • Contact Us
  • Resources
  • Calendar
    • Individuals
    • Business
  • Services
    • Tax Planning
    • Services

PRICING

Essential Compliance Plan

Perfect for new or simple LLCs and S‑Corps needing structure and compliance.

Includes:

$150–$300/MONTHLY

  • Quarterly tax planning check‑ins
  • Estimated tax calculations
  • Owner payroll guidance (S‑Corps)
  • Deduction optimization
  • Annual tax projection
  • Email support (48–72 hr response)
  • Basic IRS notice support

Growth Strategy Plan

Our most popular plan for growing businesses. Ideal for LLCs and S‑Corps with payroll, multiple income streams, or expanding operations

Includes everything in Essential, plus:

$300–$600/MONTHLY

  • Monthly advisory calls
  • Mid‑year & year‑end strategy sessions
  • Entity structure review
  • Owner compensation strategy
  • Retirement tax planning
  • Unlimited email support (24–48 hr response)
  • Bookkeeping review for tax accuracy
  • IRS notice support
  • Annual tax projection + quarterly updates

Executive Tax Strategy Plan

A premium, white‑glove tax strategy partnership for businesses needing deeper oversight and multi‑layered planning.

Includes everything in Growth, plus:

$600–$1,200+/MONTHLY

  • Quarterly deep‑dive strategy sessions
  • Multi‑state tax planning
  • Depreciation & asset planning
  • Quarterly bookkeeping alignment
  • Unlimited advisory calls
  • Audit‑ready documentation
  • Tax‑savings implementation support
  • Annual business + personal tax return (optional bundle)
  • Priority support

Add‑On Services

Enhance your plan with additional support tailored to your business:

Optional:

PRICES VARY

  • Payroll setup & monthly processing
  • Bookkeeping cleanup
  • Sales tax filings
  • 1099 preparation
  • S‑Corp election filing
  • Quarterly bookkeeping
  • IRS representation

We look forward to helping you build a proactive tax plan that supports your business year-round

Copyright © 2026 CEU - All Rights Reserved.

  • Privacy Policy
  • Terms and Conditions

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept