Every business has different tax needs. Some simply need their return filed correctly, others need help interacting with the IRS or state agencies. Some want full peace of mind knowing they’re protected if anything comes up. That’s why we offer tiered packages that give you the level of security and support that fits your situation today.
Select a Package That Suits Your Business’ Needs
Bronze
Core Support
Accurate filing, essential CPA access
- Accurate and complete business tax return filing
- Email Access to a CPA for questions
- Digital Delivery of your tax return and copies of filings
- Access to a secure portal for documents for three years
Silver
Representation
We handle the agencies, so you don’t have to
- Everything listed in Bronze
- Power of Attorney on file with IRS and state agencies
- We handle IRS and State Notice Responses on your behalf
- Video Walkthrough of your completed return
- Faster CPA response time
Gold
Insurance
Total protection and peace of mind
- Everything listed in Bronze and Silver
- Audit Insurance – we represent you at no additional cost
- CPA video meeting to review your return
- Priority CPA response time
Bronze
Core Support
Bronze is ideal if you simply need your business return filed accurately and on time. You get access to your CPA and a secure portal for your documents, without paying for services you don’t need. If your business is stable, clean, and you don’t anticipate notices or IRS interaction, Bronze gives you everything required to stay compliant.
Silver
Representation
Silver is for businesses that value protection from hassle and want someone who can deal directly with tax agencies when issues arise. IRS and state hold times are at all-time highs and notices have become more frequent and harder to resolve. By having a Power of Attorney on file, we can speak to agencies on your behalf, diagnose problems faster, and resolve issues without you getting involved. If you’d rather run your business than wait on hold with the IRS, Silver pays for itself.
Gold
Insurance
Gold is for businesses that want complete peace of mind. Audit insurance means that if your business is selected for an audit, we handle the entire process at no additional cost. Audits can take dozens of hours and cost thousands in representation fees. This tier removes that risk. You’re still responsible for any taxes legally owed, but we handle every phone call, document request, and conversation with the IRS or state agencies. Gold exists for owners who don’t just want compliance; they want protection.
“We run a music festival production company and our financials used to feel scattered because so many different people were involved and a lot of payments were made in cash. Jeff with Malashock Advisory helped us organize everything and made our tax work much easier to understand and manage. He also found credits we did not know we qualified for. That made a real difference for us. Jeff explained every step clearly and handled the process with a level of care that is hard to find. I would recommend him to any production company that needs someone who truly understands complex operations.”
Advisory Services
Return filing is about accuracy; advisory is about opportunity. When you want to model scenarios, plan ahead, and understand the tax impact of major business moves, our Advisory page explains how we partner with you throughout the year.
Bundling Discounts
Save when we handle multiple services. Combining business and personal returns, or tax and bookkeeping, unlocks bundled pricing because we aren’t duplicating work and we already have the full picture. Use our proposal tool to see an informal quote in minutes.
All-Inclusive Flat Fee
For business owners who want comprehensive, year-round support, we offer a flat monthly, quarterly, or annual fee that includes tax filings, bookkeeping, advisory meetings, and financial review. It’s a premium option for those that want a dedicated partner. Quotes are provided after consultation and review of your current financials.