Planning & Accounting
Let’s find your peak.
Designed for business owners and high-income earners, our Olive Green subscriptions allow us to deliver valuable tax planning and avoidance strategies while performing essential tax and accounting functions.
Olive Green™
If you’re looking to reduce tax exposure or manage accounting needs, choose an Olive Green subscription for year-round support from a Licensed Tax Advisor.
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Maximize tax avoidance strategies with quarterly sessions from a Licensed Tax Advisor.
Available in our Elevation & Altitude packages.
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Receive a customized, annual plan full of strategies to minimize your tax bill. Most of our clients save more than they spend!
Available in our Elevation & Altitude packages.
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Receive a Quickbooks® Online Essentials account plus monthly bookkeeping, financial reporting, and tax guidance.
Available in our Elevation & Summit packages.
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Keep your business current & compliant with annual federal and state tax returns we’ll defend, if needed.
Annual Services
If you’re looking for these services without year-round support, add a Tax Avoidance Plan or Books & Tax Accounting services to your annual Income Tax Return.
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Receive a customized, annual plan full of strategies to minimize your tax bill.
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Receive bookkeeping, financial reporting, and tax guidance for any number of months.