Pricing & Consult -- BBSI Tax
Pricing & Consult

Pricing that fits your situation.

One Comprehensive Consult that delivers your written Game Plan. Pick the option that matches your business and pay the right amount -- no back-and-forth quoting. Ready now? Book and pay in one sitting.

Book & Pay for Your Consult

Not ready? Book a free 15-minute Fit Call instead.

The paid step

Comprehensive Consult → your Game Plan

Choose the option that matches your business. Your price adjusts to the real work involved, so you pay the correct amount up front -- and book and pay in the same sitting.

After your consult, take your Game Plan to your current tax preparer to implement -- or ask us for a quote to run it for you. Your choice; the Game Plan is yours to keep either way.

⏳ This month's rate is shown below. Rates step up as year-end approaches -- book now to lock in today's rate.
Standard
$1,497 this month

reg. $2,499

1 operational business + up to 4 investment holdings (rentals, fractional investments, etc.).

  • 90-minute recorded strategy session
  • Your written Game Plan (implementation roadmap)
  • Prior-year return review
  • 100% credited toward onboarding if you sign within 10 days
Book & Pay
Growth MOST POPULAR
$2,599 this month

reg. $4,199

Up to 3 businesses + up to 7 investment holdings.

  • Everything in Standard
  • Deeper multi-entity structure and strategy review
  • Built for owners scaling across a few entities
Book & Pay
Portfolio
$3,749 this month

reg. $5,999

4+ businesses or 8+ investment holdings.

  • Everything in Growth
  • Full multi-entity and real estate portfolio review
  • The deep dive for complex structures
Book & Pay
Pick the option that matches your business -- your price is set automatically at checkout, no back-and-forth quoting. Standard covers 1 operational business plus up to 4 investments. Add a business or go beyond 4 investments and you move to Growth; beyond that, Portfolio. Have something bigger (say 15 businesses)? Book a quick Fit Call for a custom quote. Not included in any consult: preparing or filing your tax returns -- that is a separate, quoted service.
After you sign

Onboarding, then your monthly engagement

If your Game Plan makes sense to run together, here is what comes next. Your consult fee is credited toward onboarding if you sign within 10 days.

One-time
Quoted with your consult

Paid in full before your monthly engagement begins.

Onboarding

  • Strategy Onboarding: diagnostic, Board of Advisors setup, and two strategy calls
  • Any catch-up tax returns and bookkeeping
  • Real estate setup where needed
Monthly
From $1,250 /mo

Built from your actual needs. Most clients land between $1,250 and $2,750 per month.

Ongoing Engagement

  • Monthly bookkeeping, by entity
  • Tax preparation, built in and spread across the year
  • Advisory meetings, at least quarterly
  • Reasonable comp, estimated payments, and PTET handled
Where the value is

What your monthly fee actually buys

It can feel like you are paying for meetings. You are not. The meetings are what you see -- here is the work happening behind them.

What you see

  • Alignment meetings, at least quarterly
  • A team that knows your file
  • Answers when big decisions come up

What we are doing behind the scenes

  • Running your reasonable-compensation calculation
  • Calculating and scheduling estimated payments
  • Managing PTET payments and elections
  • Monthly bookkeeping and reconciliation
  • Watching structure and depreciation all year
Two things that sound alike, but are not. Your Comprehensive Consult happens before you sign and delivers your Game Plan. Your Strategy Onboarding happens after you sign and is part of getting set up. If you paid for the consult first, that fee is credited so you are never charged twice for strategy.

Ready to keep more of what you earn?

Book your Comprehensive Strategy Consult and walk away with a written Game Plan. Ready to commit and get started? It is all self-serve -- pick your time, tell us about your business, and commit in one sitting.

Book Your Strategy Consult

Not ready yet? Book a free 15-minute Fit Call instead.