
WHAT YOU ACTUALLY NEED TO KNOW

Six proactive strategies we use year-round to reduce your tax burden and keep your business finances clean and current.
S Corp Election
We determine whether S Corp status fits your income level and guide you through the election at the right time.
Reasonable Salary Analysis
We set the right owner W-2 salary to satisfy IRS requirements while minimizing your overall tax burden.
Accountable Plan
We help you reimburse yourself for legitimate business expenses with proper documentation.
Retirement Plan Setup
We build the right plan (Solo 401k, SEP-IRA) to maximize contributions and reduce your taxable income.
Quarterly Estimates
We calculate accurate estimated payments so you stay ahead of your tax bill all year.
Annual Optimization
A year-end review to capture remaining opportunities and set you up for a strong start to the coming year.
Now
I'm sending a proposal through Ignition that outlines services and pricing. Sign electronically and we're ready to go. Note that the proposal includes pricing for 2026 tax returns, which is just to illustrate the total cost. We don't bill for tax returns until January each year when tax season begins.
By Day 45
We'll get QBO caught up and current, which usually takes some back and forth to nail down everything. From there we build a baseline tax projection for 2026.
By Day 90
We'll have our initial tax strategy session. You'll walk away with a working projection for 2026, a plan for the rest of the year, and estimated payments mapped out.
| Pricing | Partner | Advisor |
|---|---|---|
| Business & Personal Tax Returns | $2,500 | $2,500 |
| Bookkeeping (Monthly) | ✕ | $400/mo |
| Planning & Advisory (Annual) | $2,000 | Included |
| Tax Strategy Session | ✓ | ✓ |
| Payroll | ✓ | ✓ |
| Annual Investment | $4,500/yr | $7,300/yr |
Multi-state filings, prior-year cleanup, multiple entities, or unusually complex situations are quoted separately.

Once you've scheduled a call, we will discuss your unique needs. Then, we will prepare a custom proposal for your business. Together, we will execute on your customized plan.
Get in touch:
Serving Clients Nationwide Billy@MondorCPA.com