Tax Planning & Accounting Packages

Business Launch focuses on planning, an annual tax mitigation review, and support. Business Scale adds deeper analysis, accounting data management, and tax-plan implementation. Select “Submit your details for a call back” to share your situation with Blake, or book a tax-planning call. We will discuss your priorities and recommend a suitable package before you engage us.

Yes. Concierge CFO provides proactive, year-round tax planning for business owners, including an annual tax mitigation review and year-end action checklist in Business Launch. We review your business and personal financial position to identify suitable planning priorities before key decisions and deadlines. Business Scale includes tax-plan implementation. Start early so there is time to assess your options; available strategies and savings depend on your circumstances, eligibility and timing.

We specialize in working with professionals and business owners that want better results in their tax & business lives. Our team has experience helping clients across multiple industries and we use that knowledge to make tax & strategic planning easier. If you really want to have more fun running your business, book a call with us! We'll discuss your needs and align you with the right service. If we can't help for any reason, we'll point you in the right direction.

Select “Submit your details for a call back” and complete the eight questions about your tax and business situation. Documents, audio, video, and sharing links are optional. Blake will review your request and contact you to discuss suitable services and pricing. Advertised package amounts are starting monthly prices; your agreed services and final price will be confirmed before you engage us.

Tax preparation reports income and transactions that have already happened. Tax planning looks ahead at decisions that may affect your tax bill, cash flow, and financial goals. Our packages provide proactive planning, with implementation support included where listed.

Business Launch includes quarterly 30-minute planning calls, and Business Scale includes monthly 30-minute advisory calls. Personal Rise includes one annual 30-minute planning call; Elevate includes two 30-minute meetings per year; Apex includes quarterly 30-minute planning meetings.

Business Scale and Personal Apex include tax-plan implementation. Business Scale also includes quarterly written implementation updates, while Personal Apex includes quarterly implementation updates. Request a callback to discuss which package fits your needs and confirm the services included.

Yes. Concierge CFO connects business and personal tax planning for owners with multiple companies. We review entity-level financial information alongside your personal tax position, owner compensation, cash flow and goals. Business Launch and Business Scale both include business and personal tax planning. Business Scale adds deeper analysis and tax-plan implementation. Confirm the entities and work included in your engagement before starting.

Personal Apex includes coordination with your existing financial advisor and legal counsel. This helps connect tax-planning priorities with the guidance you already receive from your professional team.

Concierge CFO is based at 2704 Central Avenue, Saint Petersburg, Florida 33712. We serve business owners in St. Petersburg, Tampa and the surrounding Tampa Bay area, across Florida and in over 31 U.S. states. Remote meetings and online tools support clients outside our local area. Book a tax-planning call to discuss your business, location and the support available for your situation.

Our packages include technology access or support as listed. Business Scale includes cloud-based tax strategy monitoring with visibility into annual savings. Existing clients can use the Client Login page to access their connected service platforms.

Select “Submit your details for a call back” and tell us about your tax and business situation, or book a tax-planning call directly. Blake will review your priorities, discuss the right package with you, and confirm your services and fees. Once you decide to move forward, we will guide you through the engagement and document-collection steps. Implementation support follows the inclusions in your selected package.

Yes. Concierge CFO supports business owners with CFO advisory, bookkeeping, payroll, financial reporting, budgeting and cash-flow planning. We connect your accounting information with business and personal tax priorities through remote meetings and online tools. Support is tailored to your business and agreed engagement; confirm which accounting, payroll and advisory services are included when comparing packages.

Yes. Concierge CFO helps self-employed owners consider business and personal tax priorities alongside retirement goals and cash flow. Business Launch and Business Scale include a retirement review; Personal Elevate and Personal Apex also list retirement review among their services. We evaluate the support suited to your circumstances and coordinate with your existing advisers where included in your engagement. Book a tax-planning call to compare the appropriate package and scope.

Business Launch starts at $879 per month and Business Scale starts at $2,379 per month. Both include business and personal tax planning. Business Scale adds deeper analysis, accounting data management, and tax-plan implementation.

Personal packages start at $279 per month for Rise, $579 for Elevate, and $1,279 for Apex. These are starting prices; your services, complexity, accounting requirements, and fractional CFO support determine the scope and final fees confirmed before you engage us.

Submit your details for a call back or book a tax planning call to discuss the right package for your situation.