Our Packages
Start with accurate numbers. Add the level of insight and guidance that fits your business.
ESSENTIAL
Understand
For business owners who want the accounting handled and reliable financial statements without adding ongoing advisory meetings.
Monthly bookkeeping
Bank & credit card reconciliation
Monthly financial statements
One business tax return per year
One owner 1040 per year
Month-end review
Financial performance review
Basic KPI reporting
Quarterly financial meeting
Comprehensive tax plan
Tax plan guided implementation*
Monthly meeting
Budget vs. actual
Cash-flow forecast
Financial decision support
CFO advisory services
Starting at $750/month
ADVISORY
Insight
For business owners who want more than financial statements and value regular insight into what's happening in the business.
Monthly bookkeeping
Bank & credit card reconciliation
Monthly financial statements
One business tax return per year
One owner 1040 per year
Month-end review
Financial performance review
Basic KPI reporting
Quarterly financial meeting
Comprehensive tax plan
Tax plan guided implementation*
Monthly meeting
Budget vs. actual
Cash-flow forecast
Financial decision support
CFO advisory services
Starting at $1500/month
STrategic
Action
For business owners who want ongoing financial guidance and a more forward-looking view of the business.
Monthly bookkeeping
Bank & credit card reconciliation
Monthly financial statements
One business tax return per year
One owner 1040 per year
Month-end review
Financial performance review
Basic KPI reporting
Quarterly financial meeting
Comprehensive tax plan
Tax plan guided implementation*
Monthly meeting
Budget vs. actual
Cash-flow forecast
Financial decision support
CFO advisory services
Starting at $3000/month
Tax Preparation
Accurate filing for where you’ve been, with an eye toward where you’re going.
Plan Ahead
Clean up what’s behind you, understand where you stand, and plan for what’s ahead.
Quickbooks cleanup
Clean up and organize your books so you can move forward with accurate, reliable financials.
Starting at $1000
Tax Projections
Sometimes you don't need a comprehensive tax plan. You simply need to know where you're headed.
Starting at $750
tax Planning
Proactive strategies to reduce tax liability, with guided implementation available to help put the plan into action
Starting at $5000
Accounting That Grows With You
Every RTB relationship begins with the same foundation: current, reliable accounting.
From there, you can choose the level of financial review and advisory support that fits your business today—and add tax preparation, tax planning, and other services as needed.
Simple when you need it. More guidance when you want it.
RTB Tax Advisors
Prepare Today.
Create Options for Tomorrow.
RTB Tax Advisors is a boutique accounting and tax advisory firm helping business owners understand where they are today, plan ahead, and make informed tax and financial decisions for what comes next.
Amanda Bar, Enrolled Agent, is enrolled to practice before the Internal Revenue Service.
REsOURCES
© 2026 RTB Tax Advisors.
All rights reserved.
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Disclaimer: RTB Tax Advisors provides accounting, tax preparation, tax planning, and business advisory services. Information provided on this website is for general informational and educational purposes and should not be considered individualized tax, legal, investment, or financial advice. Services requiring legal, investment, insurance, or other specialized professional advice are provided by appropriately qualified third-party professionals when applicable. Using this website or submitting a contact form does not create a client relationship. A client relationship is established only through a signed engagement agreement.
