Three Ways to Work Together

Every tier includes expert farm tax preparation and strategy.

  • Tend

    Farm tax preparation and strategy.

    What's included:

    • Federal 1040 and entity returns

    • Business and farm schedule returns

    • State return(s)

    • Active AGI management

    • Farm-specific strategy

    • Retirement contribution analysis

    • Quarterly estimated tax payment schedule

    • Autumn tax planning meeting

    • Canopy secure client portal access

    Project-Based

  • Cultivate

    Tax strategy plus financial advisory.

    What's included:

    • Everything in Tend

    • Spring look-ahead meeting

    • Annual tax review and strategy report

    • Investment accounts review

    • Risk tolerance and capacity analysis

    • Retirement and education account contribution optimization

    • Business analysis

    Subscription

  • Steward

    Tax, investments, and financial services.

    What's included:

    • Everything in Cultivate

    • Investment management

    • Portfolio rebalancing

    • Sustainable and impact investing

    • Comprehensive financial roadmap

    • Annual cash flow forecast

    • Insurance review / estate plan review

    • Fractional CFO Services

    • Priority access

    Monthly Retainer

Subscriptions and retainer engagements minimum commitment: 50% of annual contract value.
Actual pricing is based on complexity — number of returns, entity types, and financial situation — and is confirmed after your intro call.

Let’s grow together.

From where you are today to where you want to go.

Book a Free Intro Call