Get the tax and financial support you need from a partner who truly understands your business

Our Clarity Concierge package provides driven business owners with the hands-on tax and financial support they need to be confident that they’re doing their business finances the right way.

Have you ever hired an accountant to do your tax return and felt like they just plugged your numbers in without really understanding your unique situation? This is all too common, so we created the Clarity Concierge package to guide business owners through the tax planning and filing process.

We help you truly understand your financial and tax picture and ensure that the tax process is seamless. With the Clarity Concierge, you’ll get:

  • Your income tax returns done by accountants who truly understand your business.
  • Your estimated tax payments calculated and remitted every quarter.
  • Your books reviewed by a CPA every quarter.
  • A deep dive tax planning session session in Q3/Q4.
  • A tax review session after your return is filed.
  • Open office hours monthly to answer your questions as they arise beyond tax season.
  • Resource library with videos, calculators, and how-to guides to reference at any time.
  • Exclusive quarterly webinar on tax and accounting topics to help your business.

To get started, sign up below. Once you complete our intake form, we’ll be in touch with a proposal and to schedule our tax planning deep dive!

We’re accepting a limited number of clients for the 2021 tax season.


Pricing starts at $2,500 annually.


Who is the Clarity Concierge right for?

You’re a business owner operating as a sole proprietor, LLC, or S Corp.

You keep your books updated regularly – or have a bookkeeper who handles it.

You’re proactive, responsive, and ready to get things done the right way.

You want your CPA to get all up in your business… literally!

You think you’ve paid too much in taxes because no one guided you through the process.

Not sure which of our services are right for you?