CGC partners with professional business owners to turn tax and accounting from a compliance obligation into a strategic advantage.
| Essential | Growth | Strategic Advisory | |
|---|---|---|---|
| Monthly Fee | $750 | $1,250 | $2,250 |
| Ideal Client | Stable Compliance | Growing & Planning | Embedded Advisory |
| Tax Planning | Annual | Quarterly | Ongoing |
| Advisory Access | — | Quarterly | Monthly |
| QBD Hosting | Included | Included | Included |
| 2026 Availability | Open | 8 Seats Remaining | 2 Seats Remaining |
Tier Descriptions
Essential — $750/month
For stable businesses that want clean books and compliant filings. Includes monthly reconciliations, financial statements, business and personal tax returns, an annual tax review, email support, and QuickBooks Desktop hosting if needed.
Growth — $1,250/month
For growing businesses that need guidance before decisions are made. Includes everything in Essential plus quarterly tax projections, entity and compensation planning, SALT and PTE strategy, quarterly advisory calls, and priority response time.
Strategic Advisory — $2,250/month
For owners who want an embedded tax and financial advisor. Includes everything in Growth plus monthly advisory calls, ongoing tax strategy adjustments, cash flow and profitability review, audit and notice support, and priority scheduling.
Primary Client Profiles
Professional service firms (legal, investment, consulting), CEO’s and other corporate officers with real estate and investment interests, and actors, musicians, and other high-profile individuals with ongoing contractual commitments.
Confidential — For Prospective Clients Only
Serving Accross
