All services
Signature packages
Our most popular packages, built for founders and crypto investors.
Founder Accelerator
$1,450
/total
Exclusive to founders
Legal essentials
Entity choice guidance
Entity formation filing
Federal EIN (tax ID) application
State franchise tax registration
State sales tax registration
Business license registration
Business credit readiness
BOI filing (non-U.S. owners)
Finance & tax setup
Accounting system setup
Expense tracking setup
R&D tax credit tracking setup
Sales tax monitoring setup
Equity & IP protection
Cap table starter template
Operating agreement / bylaws
Founder ownership agreement
83(b) tax election (C-Corps only)
QSBS roadmap (C-Corps only)
Trademark registration readiness
Copyright registration readiness
Founder copilot
3 tax consultations included
DM your CPA anytime
$500 Founder Credit toward future tax services (no minimum required)
Government fees billed separately (varies by jurisdiction)
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Crypto Safeguard
$690+
/total
$690+
/tax year
1-week delivery
Legal essentials
Reconcile crypto trades against official IRS exchange reports
Correct misclassified transactions
Fix mislabels & missing cost basis
Properly classify airdrops, forks, staking, yield farming, mining
Flag and fix NFT sales
Issue corrected Form 8949
Tax-loss harvesting
Foreign disclosure
Identify hidden offshore exposure (Binance.com, KuCoin, Bybit, etc.)
File FBAR disclosures with FinCEN
IRS protection
Prepare IRS defense file
IRS crypto notice response included
Wallets & transactions
2 platforms included
2,000 annual transactions included
$250 per extra platform
$250 per extra 2,000 transactions
Investor copilot
1 tax consultation included
DM your CPA anytime
Start now
Welcome tier
Even at the first step, you receive the same world-class expertise trusted by our top clients.
Expert Situation Review
$225
$0
/session
New clients only
30-minute deep dive
Urgent questions answered
Actionable recommendations
Frequently covered topics
Tax issues & compliance questions
Equity, investment, and side-income
Business formation
C Corp vs. LLC vs. S Corp
Book a consultation
Pro Bono Consultation
$225
$0
/session
Nonprofit only. 10 spots/mo.
30-minute deep dive
Urgent questions answered
Actionable recommendations
Frequently covered topics
501(c)(3) compliance basics
Grant funding & donation tax rules
Board governance responsibilities
Foreign donors
Book a consultation
Premier IRS shield
Your strongest defense against audits, notices, and tax court.
Notice Response
Success based fee
Expert response drafting
Clear next-step guidance
Deadline protection
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Audit Defense
Success based fee
Full audit representation
Document preparation
Direct IRS negotiation
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Court Representation
Success based fee
Court representation
Litigation strategy
Legal counsel coordination
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Already have an accountant?
When your accountant is just average, we bring Fortune-100 discipline to your side.
Sanity Check
$225
$0
/project
New clients only
Review of your tax return
Catch errors and red flags
Actionable feedback
Review of bookkeeping
Identify missed deductions & credits
Detailed action-items report
Book a preview
Expert Optimization
$450
/project
Review of your tax return
Catch errors and red flags
Actionable feedback
Review of bookkeeping
Identify missed deductions & credits
Detailed action-items report
Book a preview
Other packages
World-class expertise, personalized, detail-driven, and built around solving your most pressing challenges.
Startup package
$550
/total
Entity choice guidance
Entity formation
Founders’ equity planning
Investor readiness
R&D tax credit setup
DM your CPA for quick questions
3 masterclass consultation sessions
Government fees billed separately (varies by jurisdiction)
Book a preview
Custom package
Custom pricing
Flexible scope
Actionable deliverables
Expert guidance
Quick turnaround for urgent needs
Book a preview