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Featured Plans

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Summit essentials

Price per Month: $500–$1,200

Ideal Client: Small business owners

Services Rendered: Bookkeeping, reconciliations, basic reporting, quarterly tax estimates, year-end business + personal tax returns

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Summit Growth

Price per Month: $1,200–$3,000

Ideal Client: Established companies, real estate investors

Services Rendered: Essentials + KPI, proactive tax planning, entity optimization, quarterly strategy calls

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Summit elite

Price per Month: $3,000–$8,000

Ideal Client: Substantial businesses with growing revenue or complexity

Services Rendered: Full fractional CFO oversight, AR & AP, monthly financials & meetings, tax strategy implementation, capital advisory, and forecasting

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Additional Services

Individual Tax Preparation

Price: $125 – $1,500 per return +$50 per state

Depending on complexity (Schedule C, K1s, etc)

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Corporate tax preparation

Price: $600 – $3,000 per return

Price and services depend on complexity (S-Corp, Partnership, C-Corp)

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Year End Cleanup

Price: $500 – $2,000

One-time fee, QuickBooks cleanup, chart of accounts rework, preparation for upcoming tax deadlines

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Tax Strategy Planning

Price: $2,500 – $6,000

Comprehensive analysis with savings projections & implementation roadmap

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