Annual Flat Fee Package

I deliver the best value possible with agreed-upon flat fees based on your individual needs.
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Looking for your go-to CPA?

Rely on me for whatever you need, whenever you need it.

The annual flat fee package is the perfect option to receive continuous support and not have to wonder about your budget. (This is the package that allows you to legitimately say “my cpa” when you are talking to your friends at cocktail parties.)

What You Can Expect

Individual/Sole Proprietor Flat Fee Annual Package

  • Exclusive Access – Unlimited texts, phone calls, emails
  • Income tax preparation & e-filing (federal & state), including most sole proprietor schedule C filers – $500+ value
  • IRS audit support
  • Up to 4 web conferences per year
  • 1 flex-hour per month
  • 15% discount on any additional time or services


Business Flat Fee Annual Package

  • Includes individual annual retainer package PLUS
  • LLC Formation
  • S corporation election
  • Corporate & partnership income tax preparation (federal & state) – $1,000+ value
  • Business return IRS audit support
  • Sales tax consulting
  • 20% discount on any additional time or services


*Packages are customized to your individual and business needs. Not everyone needs or wants all of the services listed.

Ready To Get Started?

CPA support when you need it.
Book Annual Package