Services

More Than Compliance.
Built for Clients Who Want Strategy.

Advisory services start at $500 per month.
Compliance-only services available
starting at $150 per hour, with preferred pricing for advisory clients.

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Two Ways to Work With Tusk

We offer both ongoing advisory relationships and compliance-only support, while highlighting the added value of proactive planning.

Advisory Clients

Starting Monthly at
$500

Ongoing access, proactive planning, strategic conversations, and preferred pricing on tax and accounting support. Includes:

Strategic tax planning
Quarterly strategy conversations
Year-round advisory access
Preferred pricing on compliance services

Compliance Services

Starting Hourly at
$150

Tax preparation, bookkeeping, and project-based accounting support for clients who do not need ongoing advisory access. Services may include:

Bookkeeping support
Tax preparation
Financial organization
Project-based accounting support

Why Clients Choose Advisory

Built for proactive planning,
not just year-end reaction

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Most long-term clients choose advisory because it helps reduce surprises, improve decision-making, and create more clarity throughout the year. Benefits include:

Reduce tax surprises
Improve cash flow clarity
Plan major financial decisions
Align tax strategy with long-term goal

Ready for a more proactive approach?

Let’s start planning.

Our advisory relationships are designed for clients who want clarity, strategy, and guidance throughout the year — not just at tax time. If you’re ready for a more proactive financial partnership, we would love to connect.