Individual Services

Snap Advisory provides individuals with comprehensive value through our suite of services, including meticulous tax preparation, personalized tax strategy and planning, and effective tax resolution solutions, ensuring peace of mind, financial optimization, and resolution of tax challenges with expert guidance and support.

CFO
  • Everything in Controller+
  • Strategic Planning
  • Weekly Accounting
  • Concierge "on-call" CFO
  • Financial Planning & Analysis
  • Budget & Forecasting
  • ERP Support
$3,995+ /Mo
Controller
  • Everything in Accountant+
  • Cash or Accrual Basis
  • Bill Pay & Cash Flow
  • Payroll & QB Integration
  • KPI Tracking & Budget
  • Monthly Q&A
  • Dedicated Manager
$1,395+ /Mo
Accountant
  • Monthly Accounting
  • Financials by 25th
  • Cash Basis
  • Business Tax Return
  • QB Support
  • Dedicated Team
$495+ /Mo
Concierge
  • Everything in Tax Planning+
  • Strategic Planning for estates, trusts & multiple businesses
  • Personal & Business CFO Advisory
  • Concierge “on-call” Advisor
$21,995+
Tax Planning
  • Everything in Compliance+
  • Multiple States
  • Quarterly Meetings
  • Tax Planning (100+ Strategies)
  • Entity Analysis
  • Zero-worry audit protection
  • Dedicated Manager
$8,995+
Compliance
  • Tax Return Preparation
  • Tax Return Review
  • Automatic Extensions
  • Tax Planning Newsletter
  • Dedicated Team
  • Additional Add On Services
$1,195+

Our Pricing Plans

Tax Preparation

At Snap Advisory, our Tax Preparation services for individuals are meticulously crafted to ensure peace of mind and maximum returns for our clients. Our experienced tax professionals meticulously navigate the complex tax landscape, guiding individuals through every step of the process with precision and expertise. Whether you’re a salaried employee, a freelancer, or a retiree, we tailor our services to suit your unique financial situation, identifying eligible deductions, credits, and exemptions to minimize your tax liability while maximizing your refunds.

Tax Strategy & Planning

At Snap Advisory, our Tax Strategy and Planning services for individuals are designed to empower our clients with proactive and personalized approaches to optimize their financial goals and minimize tax burdens. Our seasoned tax experts work closely with individuals to gain a comprehensive understanding of their unique financial circumstances, goals, and concerns. Through meticulous analysis and strategic foresight, we develop customized tax strategies tailored to maximize deductions, credits, and incentives while ensuring compliance with relevant tax laws and regulations.

Tax Resolution

At Snap Advisory, our Tax Resolution services for individuals offer a lifeline during times of financial distress or uncertainty. We understand that dealing with tax issues can be overwhelming and daunting, which is why our dedicated team of experts is committed to providing compassionate support and strategic solutions to individuals facing tax challenges. Whether it’s IRS audits, back taxes, penalties, or disputes, we leverage our extensive experience and in-depth knowledge of tax laws to negotiate favorable resolutions and alleviate the burden on our clients.

Technology

Yes, There’s an app for that. The difference between adding app after app to your business, thinking it makes your business streamlined, and building a systematic tech stack is experience. Technology is our passion; we use the latest technology to be efficient and effective with our time and yours.



We support all mainstream accounting systems (quickbooks, Xero, Freshbooks, WaveApps, NetSuite, Dynamics, and more) and some specialty niche systems. 

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