Choose the Right Plan For You
Simple Pricing. Better Results.
Four Core Packages + Easy Add-Ons
Core Packages
What's Included
Custom financial review
We'll review the critical elements of your business finances, make recommendations for improvements, and deliver an action plan for how solve key issues and unlock growth.
Expert Tax Preparation Filing, & Monitoring
We take care of your federal and state returns + keep you aligned with IRS & legal regulations to minimize risk and make tax filings stress free.We take care of your federal and state returns + keep you aligned with IRS & legal regulations to minimize risk and make tax filings stress free.
Accounting Data Review
We'll review your accounting file to scan for any major issues or threats and make any recommendations for enhancing how you're reporting your financials.
IRS/State Notice Support
We interpret and handle any IRS or State Notices you receive so you never have to worry about dealing with tax agencies.
Secure eVault
Secure online portal so you can store and access your critical documents anywhere in the world.
Basic Email Support
Year-round access to our support team for basic questions and assistance.
Elite Tax Savings
Our team tracks and analyzes each component of your financial world to create a custom tax savings plan that ensure you pay the least amount of tax legally possible.
Priority Advisor Support
Priority access to our Senior advisor team for meetings, questions, or support. Exclusive text hotline for urgent needs and escalated response times.
Strategic Financial Advisement
Growth Analysis, Cashflow Analysis, Financial Threats Analysis. We provide a second look and unbiased opion for all aspects of your business financial plan to ensure your interests are being protected and can scale.
Apel Money Flow™ Management
We connect all your accounting, payroll, on-going compliance data, and reporting so you can see a real-time KPI snapshot of how your money is flowing through your personal and business world.
Personal Legacy & Wealth Planning
We ensure you have the needed Investment Roadmap, Wills, Trusts, Estate documents, Health Care Directives, and end-to-end alignment with all areas of your wealth to protect your legacy and the people closest to you.
Capital Deployment Analysis & Structuring
For companies preparing for rapid scaling, M&A or exit. We review, optimize, and document recommendations for all the tax, cashflow and risk aspects of financial opportunties.
Apel Business CFO Management™
Combines hands-on CFO work (weekly leadership meetings, budgeting & scenario modeling, investor relations) with tax structuring and transaction support.
Includes on-site visits and custom workshops..
Easy Add Ons
| Easy Add Ons | Price | Details | |||
|---|---|---|---|---|---|
| New Business Setup Package Price Details |
New Business Setup Package | From $5,500 | One Time | State Entity Formation & EIN Filing S-Corp Election with IRS Reasonable Compensation Analysis Accounting Systems & Payroll Setup Basic Annual Compliance Support | |
| Investment Opportunity Review Price Details |
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| Investment Opportunity Review | From $2,500 | One Time | Help analyzing the strategic & financial components of potential invesment opportunities to maximize your tax savings and protect your interests. | ||
| Secure Digital Collaboration Price Details |
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| Strategic Tax Consultation | From $1,250 | One Time | Includes - 2hr consult, one tax projection, strategy recap, and documented action plan. | ||
| Tax Strategy Implementation Support Price Details |
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| Tax Strategy Implementation Support | From $10,500 | One Time | Done-for-You Implementation for all action steps in your custom tax reduction stratgey. | ||
| One-Time Personal Tax Prep & Filing Price Details |
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| One-Time Personal Tax Prep & Filing | From $1,550 | One Time | Includes a Federal Tax Filing and up to 3 State filings. | ||
| One-Time Business Tax Prep & Filing Price Details |
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| One-Time Business Tax Prep & Filing | From $2,200 | One Time | Includes a Federal Tax Filing and up to 3 State filings. | ||
| Automated Accounting Price Details |
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| Automated Accounting | From $650 | Per Month | Done-for-You Accounting (up to 4 business Credit Cards or Bank Accounts) | ||
| Accounting Clean Up Price Details |
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| Accounting Clean Up | From $1,150 | Per Month for each month you're behind. | Help getting your business books up to date and your financial reporting accurate so your business can be healthy again. | ||
| IRS/State Rapid Tax Debt Relief Price Details |
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| IRS/State Rapid Tax Debt Relief | From $7,500 | One Time | Need help with and IRS issue or tax debt? We can jump in an protect you + create a best-outcome plan to minimize what you owe and get you back on track. | ||
| Forensic Accounting & Due Diligence Management Price Details |
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| Forensic Accounting & Due Diligence Management | From $12,500 | One Time + Travel | Business Partnership Agreements, Investor M&A, Divorce & Child Support,etc. | ||
| Estate & Family Documents Setup Price Details |
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| Estate & Family Documents Setup | From $7,500 | One Time | Simple estate plan review. Documents include: Revocable living Trust, Pour-Over Will, AHCD, DPOA, and Life Insurance Recommendation. | ||
Frequently Asked Questions
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We’re not just tax prep, we’re your strategic financial partner. While most firms focus on what already happened, we focus on what’s next. We help you unlock profit, improve cash flow, and reduce taxes before the year ends, not after.
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It depends on your goals, complexity, and revenue stage.
Book a free Financial Strategy Call and we’ll walk through where you are, what you need, and which package fits best, no pressure, no hard sell. -
If you're making important financial or tax decisions soon (hiring, expanding, raising capital, exiting, etc.) The right time is right now.
The earlier we start, the more we can protect your cash and align your finances with your next move. -
We specialize in founder-led service and professional businesses (consulting, creative, legal, medical, etc.) earning between $500K–$10M+ in revenue.
Not sure if we’re the right fit? Let’s talk.
Do you work with my type of business?
We specialize in founder-led service and professional businesses (consulting, creative, legal, medical, etc.) earning between $500K–$10M+ in revenue.
Not sure if we’re the right fit? Let’s talk.
Your Business Deserves More Than a Tax Preparer.
Get a financial partner who understands strategy, not just compliance.