Strategic Tax & Advisory for Business Owners Who Value a Year-Round Partnership—Not a One-Time Return
At OnPoint Tax and Consulting, taxes are more than a yearly task—they’re an integral part of your business strategy. We take a proactive approach, offering ongoing guidance and insight that shapes your financial decisions with structure, clarity, and foresight throughout the year.
Our tiered service model, OnPoint Strategy Solutions, adapts to your business’s needs. Whether launching a new venture or expanding rapidly, we provide consistent support to keep your business aligned, compliant, and positioned for success.
Build with Purpose and Focus
These packages deliver financial insight and tax strategy without the distractions: No payroll, limited bookkeeping, or unnecessary details.
Side-by-Side Service Feature Comparison
| Feature | Foundation ($7,500) | Signature ($10,500) | Elite ($14,500) |
|---|---|---|---|
| Federal Tax Return + 1 State | ✅ | ✅ | ✅ |
| Additional State Filings | ➡️ (Available for Fee) | ➡️ (Available for Fee) | ➡️ (Available for Fee) |
| CPA Meetings (2 per Year) | ✅ | ✅ | ✅ |
| Budget Setup | ✅ | ✅ | ✅ |
| Cash Flow Analysis | — | ✅ | ✅ |
| General Ledger (GL) Review | — | — | ✅ |
| One-Hour Calls with Joanna | 2 Calls/Year | 4 Calls/Year | 4 Calls/Year |
| Monthly Virtual Q&A Access | ✅ | ✅ | ✅ |
Notes:
✅ = Included
➡️ = Available separately for an additional fee
— = Not included
Foundation Package
Investment: $7,500/year
Built for: Startups, solo operators, and small businesses ready to build a solid financial foundation.
✔️ Tax Preparation – Includes federal return for your business + 1 state filing (additional states for a separate fee)
✔️ Two CPA Meetings Per Year – One at tax time to walk you through your return, and one strategic session to plan ahead and minimize next year’s tax bill
✔️ Budget Setup – Get your financial roadmap in place for your business
✔️ Two One-Hour Budget Review Calls/Year – Direct 1:1 time with Joanna to fine-tune your numbers and adapt to change
✔️ Exclusive Access to Monthly Virtual Q&A – Tap into expert insights from Joanna, Emily, and/or Katrina whenever you need a boost. Somehow tap into the fact that you are part of a community – you will be able to learn from others AND professionals at OnPoint
Lay the groundwork for growth and success with expert guidance at every step.
Signature Package
Investment: $10,500/year
Built for: Growing businesses ready for regular reviews, smarter planning, and next-level financial clarity.
✔️ Tax Preparation – Corporate or partnership federal return + 1 state filing (additional states available for a separate fee)
✔️ Two CPA Meetings Per Year – One to walk through your return, and one strategic tax planning session to stay ahead
✔️ Budget Setup – Put a customized financial plan in place
✔️ Cash Flow Analysis – Know exactly where your money is going and how to optimize it
✔️ Four Expert Review Calls/Year – Stay on track with quarterly check-ins to review your budget and cash flow
✔️ Exclusive Access to Monthly Virtual Q&A – Get expert advice from Joanna, Emily, and/or Katrina whenever you need it
Stay aligned, stay consistent, and keep your growth momentum strong with expert financial guidance.
Elite Package
Investment: $14,500/year
Built for: Established businesses that want ongoing insight, elevated strategy, and proactive financial leadership.
✔️ Tax Preparation – Corporate or partnership federal return + 1 state filing (additional states available for a separate fee)
✔️ Two CPA Meetings Per Year – One at tax time to explain your return and one strategic session to plan ahead with confidence
✔️ Budget Setup – Create a financial framework built for sustained success
✔️ Cash Flow Analysis – Keep a clear, current view of your business’s financial health
✔️ General Ledger (GL) Review – Ensure your records are accurate, compliant, and working for you
✔️ Four Expert Review Calls/Year – Stay agile with quarterly reviews of your budget and cash flow
✔️ Exclusive Access to Monthly Virtual Q&A – Get real-time advice and insights from Joanna, Emily, and/or Katrina
Step into high-level growth and leadership with a strategic financial partner by your side.
What’s Not Included (By Design)
To keep our focus on high-level strategy and advisory services:
- Payroll services are not offered.
- Bookkeeping may be available in a limited capacity, structured and priced separately.
We stay in our zone of genius—so you can stay in yours.
Let’s Build What’s Next
Choose the package that aligns with your current needs and future goals. Build a financial structure that supports your growth, without the complexity. Together, we’ll design the perfect financial framework for your business.