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Veteran Owned and Operated

Data-Driven Tax and Business Advisory for Modern Entrepreneurs

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Strategic Packages that Grow with your Business

*monthly pricing is based on a 12-month agreement and is tailored to your business’s size, structure, location, and revenue.

How many employees do you have?

(Contact Us for a custom quote if you have more than 50 employees)

COMPLIANCE
FOUNDATION
$375
/month
Ideal for solopreneurs and smaller LLCs who want stress-free tax compliance and always-up-to-date financials:
AI-powered bookkeeping platform: Spend less time categorizing and more time operating
Federal Income Taxes handled: Business and Individual tax filings included
Audit & Identity protection: Peace of Mind with defense from IRS/state audits and identity theft
Annual Check-In w/Advisor
Tax Optimizer Insights Report
Quarterly Tax Newsletters
Become a Foundation Client
ADVISORY
GROWTH
$775
/month
Perfect for growth-stage businesses ($500K+ revenue) who want smart automation with expert guidance:
Smarter bookkeeping & payroll: AI-assisted automation keeps financials accurate and reduces manual work
Annual Tax Plan Included
Federal Taxes & Protection Plus included: Compliance covered with audit and identity defense & safeguards
Advisor support when needed: Guidance on tax planning, payroll, and complex transactions
Tax Optimizer Insights Report
Includes monthly financial statements delivery + quarterly strategy calls + on-demand Q&A (2-day response)
Quarterly Tax Newsletters
Become a Growth Client
CFO LITE
PROFESSIONAL
$1775
/month
Designed for established businesses seeking full-service advisory, proactive tax strategy, and real-time financial insights:
Hands-off financial management: Advisor-managed bookkeeping, payroll, and federal taxes
AI-enhanced efficiency: Automation ensures accuracy and minimizes manual work
Real-time business intelligence: KPI dashboards deliver insights into revenue, expenses, and performance trends
Proactive advisory partnership: Multi-year tax planning, forecasting, and business intelligence
Comprehensive protection: Audit & identity coverage plus LegalShield included
Next-day priority support: Get answers quickly when it matters most
Quarterly Tax Newsletter
Become a Professional Client
Military veterans receive 15% discount on all services at SHD

  • Foundation package: Data-driven precision + AI audit guard — zero surprises, every filing.

  • Growth package: Big-4 strategy, self-service control.

  • Professional package: Business Intelligence command center — strategic accounting, multi-year growth planning.

  • Military Veterans receive 15% discount on all services at SHD.

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