Business Solutions Memberships
Bookkeeping Solutions
Ditch the spreadsheets! We’ll organize your books, track your expenses, and keep you audit-ready so you can focus on what you do best—running your business.
Audit Resolution Solutions
Facing an audit? Don’t panic—we’ve got your back. Our experts provide representation and solutions to ensure compliance, minimize stress, and resolve issues quickly.
For established entrepreneurs, investors, and high-net-worth individuals seeking a full-scale financial partnership.
This exclusive, invite-only solution is tailored for those focused on wealth preservation, advanced strategy, and legacy protection.
Includes:
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Advanced bookkeeping for multiple entities
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Full-service business and individual tax management
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Quarterly and year-end strategic planning sessions
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Entity optimization and restructuring guidance
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Trust, estate, and generational wealth coordination
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Direct access to lead strategist (IRS Enrolled Agent)
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IRS representation included (if ever needed)
(Designed exclusively for clients committed to building generational wealth and long-term impact.)
Invite-Only | Starting at $22,500 per year
Legacy Solutions
For new business owners laying the groundwork for success. This entry-level solution focuses on building structure from the start, ensuring your business is organized, compliant, and positioned for growth.
Includes:
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Entity setup and tax registration guidance
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Basic bookkeeping (up to 2 accounts)
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Year-end tax filing and preparation
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One strategic planning session
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Quarterly compliance check-ins
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Access to client portal and support team
(Ideal for startups and early entrepreneurs establishing their foundation.)
Starting at $8,100 per year
Foundation Solutions
For growing businesses focused on structure, strategy, and consistency.
This solution provides monthly bookkeeping, proactive tax planning, and strategic oversight to help you scale efficiently and stay ahead of the IRS.
Includes:
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Monthly bookkeeping and reconciliations (up to 4 accounts)
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Quarterly tax planning and estimated payment guidance
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Year-end business and personal tax filings
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Monthly strategy and accountability calls
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Dedicated account manager
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Audit protection and priority support
(Perfect for six-figure business owners ready to scale with clarity and confidence.)
Starting at $13,500 per year
Elevation Solutions
Business Solutions
Personal Tax Mastery
Personalized preparation, planning, and filing designed to optimize your tax position and protect your legacy.
IRS Representation & Audit Defense
Got tax troubles? Whether it’s unpaid taxes, IRS letters, or levies, we’ll provide representation and support to resolve your issues. (Psst… Representation means we speak directly to the IRS on your behalf, while support means you’re never in this alone.)
Private Client Tax Strategy (Referral-Only)
A premium, referral-only program for high-net-worth individuals who value foresight, efficiency, and legacy. We craft proactive tax plans that protect your wealth and position you for generational success.
Referral-Only Individual Services
We proudly serve individuals through referral-only access from trusted partners and existing clients. These exclusive offerings are designed for individuals who value accuracy, strategy, and long-term peace of mind.
OUR SOLUTIONS
At Cooks Accounting Solutions LLC, we handle it all with precision and purpose. From tax filings to full audit representation, we provide the clarity, confidence, and strategy you need to stay in control of your finances. Whether you’re a business owner looking to simplify your operations or an individual referred for expert tax resolution, our solutions are designed to fit your world, not the other way around.
For businesses, our Signature Business Membership Service is an all-in-one solution that includes bookkeeping, tax filings, and strategic planning in one smart yearly investment. It’s built for entrepreneurs who want to grow with structure, strategy, and peace of mind.
We also offer additional services outside of our memberships for businesses and referred individuals who need focused support, including tax resolution, catch-up bookkeeping, financial reviews, and one-time consulting sessions.
At Cooks Accounting Solutions LLC, we’re here to simplify your financial journey, minimize your tax burdens, and create long-term stability for the future you’re building.
Ready to see how our signature services can help? Explore our solutions below.
