At Monarch Tax & Advisory, we understand that every business has unique needs. That's why we've developed three distinct service levels to support you at every stage of your business journey. Let's explore these packages and find your fit.
Our Compliance Package is ideal for startups, established businesses with straightforward needs, or those who want to keep the door open for occasional expert advice. This package includes essential tax preparation and filing, along with basic compliance support.
While this package covers your basic needs, we're always here to help with additional services. Any assistance beyond the package scope is billed at our professional hourly rate, ensuring you only pay for what you need.
As your business grows and becomes more complex, you might find yourself needing more frequent guidance. Our Collaboration Package is designed for businesses in this growth phase.
In addition to everything in the Compliance Package, you'll benefit from quick questions answered without a separate bill and year-end tax planning to optimize your financial strategy. This level of service helps you stay ahead of your financial game as your business evolves.
Our concierge package offers the most support for businesses facing complex challenges or rapid changes. It is perfect for those navigating growth, acquisitions, ownership changes, or operating in volatile industries requiring regular tax advice.
The Concierge Package includes all Collaboration benefits, plus direct access to partners for quick questions, quarterly meetings to review your accounting and tax situations, and strategic planning for advanced topics like Solo 401Ks, Cash Balance Plans, and employee succession. We'll also create custom estimated tax payment schedules to keep you on track.
Why Our Packages Work
We've designed these packages with various business needs in mind. Our packages are priced upfront and billed monthly, helping you manage your cash flow more effectively.
Note: If your books require significant cleanup, we'll discuss additional fees to help you get them in order.
Your Fit
Your business isn't static, nor should your tax and accounting relationship. As you grow and evolve, we're here to support you every step of the way. Whether you're just starting out or running a complex operation, we have a package that's right for you.
Ready to elevate your business with tailored services? Let's chat about which package aligns best with your goals and needs.