Inner Gold specializes in integrated tax, accounting and advisory guidance.
Designed to Move You Forward
signature packages
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Twice-yearly strategic 50min check-ins
Personal income tax preparation
Includes single or joint Filers
Proactive tax savings plan
Tax deadline tracking and reminders
IRS and tax notice monitoring
Secure client portal
Done-for-you implementation
Exclusive client resources
Secure client portal
Included with your package
Investment: starting at $3000 annually
Designed for individuals or joint filers with increasing income complexity who want proactive tax strategy, expert oversight, and a fully managed experience.
Gilded Foundations
SERVICE #1
Strategic Tax Planning & Preparation For Individuals
Final scope and investment may adjust based on income sources, investment activity, filing requirements, and state exposure. A tailored proposal is provided following an initial review. Final investment is confirmed following an initial assessment. Please refer to our Complexity Tier Multiplier to estimate your specific needs.
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SERVICE #2
Everything in Gilded Foundations, plus:
Business tax preparation (Schedule C or single-member LLC)
Entity compliance monitoring
Payroll compliance monitoring (as applicable)
Enhanced tax savings and projection planning
Priority support
Included with your package
Investment: starting at $3500 annually
Designed for sole proprietors and single-member LLC owners who require integrated business and personal tax strategy, compliance monitoring, and ongoing advisory support as their businesses grow.
Refined Gold
Proactive Tax Planning for Sole Proprietors & Single-Member LLC
Pricing may vary based on transaction volume, payroll activity, number of filings, and multi-state operations. Final investment is confirmed following an initial assessment. Please refer to our Complexity Tier Multiplier to estimate your specific needs.
Bookkeeping
Payroll services
Sales tax filing
Optional Add-On Services
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Comprehensive support beyond Refined Gold, including:
Partnership or corporate tax return preparation (additional add-on partners or shareholders)
K-1 preparation & coordination of owner tax matters
(includes one primary member or shareholder)
Strategic oversight of entity-level compliance requirements
Owner compensation distribution planning
Coordination across related entities and inter-company activity
Highest-priority expedited response times
Included with your package
Investment: starting at $4250 annually
Designed for partnerships, multi-member LLCs, and corporations that require advanced tax strategy, proactive compliance leadership, and advisor-driven planning at the entity level.
Aurum Elite Strategy
SERVICE #3
Advanced Entity-Level Tax Oversight for Partnerships & Corporations
Aurum Elite investment levels are influenced by operational complexity, including transaction volume, payroll activity, filing requirements, and multi-state considerations. Final pricing is confirmed following assessment. Please refer to the Complexity Tier Multiplier to estimate your anticipated scope.
Bookkeeping
Payroll services
Sales tax filing
Optional Add-On Services
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SERVICE #4
Up to 45 hours per month of dedicated accounting support
Multi-entity transaction management & classification
Full account reconciliation
Intercompany coordination & account maintenance
Monthly financial reporting & insights
Issue identification & resolution
Compliance-focused accounting support
Included with your package
Investment: starting at $5000 monthly
A premium accounting service for growing and multi-entity businesses, delivering precise, structured financial management with a focus on scalability, compliance, and decision-ready reporting.
Oria Ledger
Multi-Entity Accounting & Financial Oversight
Payroll processing & support
QBO Subscription management
Historical clean-up and catch-up accounting
Receipt management
Additional accounting hours for expansion or special projects
Optional Add-On Services
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Historical cleanup and catch-up accounting
Bank, credit card, loan, and liability reconciliations
Resolution of uncategorized and unresolved transactions
Balance Sheet cleanup and account reconstruction
Fixed asset and depreciation review
Financial statement validation and correction
Includes Financial Restoration
Investment: starting at $7500 per project
A premium financial restoration engagement designed for businesses that require greater clarity, organization, and confidence in their financial records. Gold Dust goes beyond traditional bookkeeping cleanup by identifying reporting inconsistencies, reconstructing historical accounting activity, and establishing a reliable financial foundation that supports informed decision-making, operational efficiency, financing opportunities, and long-term growth.
Gold Dust
SERVICE #5
Financial Restoration, Cleanup & Reconstruction
Recommended for businesses experiencing rapid growth, leadership transitions, prior bookkeeping inconsistencies, outdated accounting systems, financing preparation, multi-entity complexity, or organizations seeking a stronger financial foundation before implementing ongoing accounting, advisory, or tax planning services.
Chart of Accounts review and optimization
Financial process and workflow assessment
Account structure review and standardization
Multi-entity organization and reconciliation, as applicable
Compliance-focused accounting review
Identification and resolution of reporting issues
includes financial organization
Profitability and cash flow analysis
Reporting structure enhancements
Executive-level financial organization recommendations
Lender and investor readiness preparation
Identification of operational inefficiencies
Foundation for future accounting, advisory, and tax planning services
includes financial intelligence
Transform fragmented financial data into a clean, accurate, and decision-ready financial framework that provides leadership with greater visibility, stronger financial controls, and the confidence to make strategic business decisions.
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SERVICE #6
Trust or estate income tax return(s)
Fiduciary accounting coordination
Beneficiary and distribution planning support
Estate and gift tax strategy (as applicable)
Coordination with legal and financial advisors
Ongoing compliance monitoring
Priority advisory access
Included with your package
Investment: starting at $4500 annually
For fiduciaries and families needing estate or trust tax support. Delivered with care and discretion, aligned with your legal and financial planning.
Golden Legacy
Estate & Trust Advisory Package
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IRS notice response and issue resolution
Audit representation and preparation
Ongoing correspondence support
Included with your package
Investment: starting $3000 per matter
For clients who need calm, experienced support during audits or tax inquiries. We handle communication and representation directly, so you can focus on your business.
Shielded Gold
SERVICE #7
IRS Representation & Audit Support
Complexity Tiers
If clients believe their tax situation may go beyond our starting base pricing, they should review and use the Complexity Multiplier. This tool helps clients identify whether their situation may require more than base-level pricing for packages, services, or forms, and provides clearer expectations and a more accurate estimate upfront.
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Investment: Estimated Price = Base Price × 4.75
Multiplier Triggers:
- Multiple interconnected income streams, entities, or asset classes
- Extensive reporting requirements across filings, services, or jurisdictions
- High-value or high-volume activity requiring detailed review and reconciliation
- Ongoing planning, modeling, or structural decision-making
- Situations requiring coordination across advisors or long-term oversight
- Prior-year issues, compliance gaps, or corrective work with increased exposure
solid gold
Investment: Estimated Price = Base Price × 3.25
Multiplier Triggers:
- Multiple layers of income, assets, or entities requiring coordination
- Advanced supplemental forms or disclosures with increased review time
- Multi-jurisdiction or multi-filing requirements
- Higher transaction volume or reporting thresholds
- Ongoing service needs that extend beyond a single filing cycle
- Situations requiring planning, restructuring, or corrective work
white gold
Investment: Estimated Price = Base Price × 1.5
Multiplier Triggers:
- Multiple income or reporting sources that require additional coordination
- Standard supplemental forms or disclosures beyond a single filing
- Moderate investment or asset activity requiring reconciliation
- Itemized deductions or adjustments that increase documentation review
- Retirement, benefits, or compensation reporting that adds filing detail
- Prior-year information that must be reviewed or carried forward
rose gold
Following your discovery call, you’ll receive a proposal outlining your customized package and services.
3. Accept Proposal
Once we review your intake, we’ll contact you to schedule a discovery call and assess your specific needs.
2. Review and Alignment
Your intake helps us understand your goals and match you with the right services. Follow the steps in this module to complete the intake.
1. Complete Secure Intake
work with us
We are the right fit if you want proactive planning and clear explanations, you are growing and need structure and strategy, and you value high-touch communication and follow-through.
Once your deposit is received, your journey with us begins.
4. Coming Together
schedule a consultation
Are you ready to move beyond reactive compliance?
begin intake
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