Simple, Transparent Pricing for Tax-Optimized Financial Records

TRLC Flagship Plan

What Your Flagship Plan Gives You

Everything you need to stay organized, tax-ready, and easier to file with greater confidence.

• Every legitimate tax deduction captured with precise categorization
• Clean monthly records you can rely on
• Tax-ready financials prepared for filing
• Stronger records built to hold up under scrutiny
• Clear monthly reports so you always know where you stand
• Easier tax filing
  • Use with your tax preparer
  • Or through our guided TaxAct system at no extra charge
• Built-in tax intelligence working for you behind the scenes
• Keep more of your tax dollars through optimized financial structuring

Start Your Initial Month at No Charge

We use your first month to understand where things stand, begin putting things in order, and confirm what support your business actually needs before you spend a dollar on ongoing service.

What You’ll Experience in Your First Month

We don’t just “take a look.” We begin doing real work right away so you can start seeing progress immediately.

• So nothing gets missed, we carefully review your current financial setup
• So you can stop falling further behind, we begin organizing and cleaning up what needs attention
• So you know exactly where things stand, we bring clarity to your current bookkeeping situation
• So any past issues don’t surprise you later, we identify prior work that may need attention
• So everything stays organized and manageable going forward, we establish the right structure from the start
• So you can move forward with confidence and confirm that TRLC is the right fit for your business

Best for:

Service-based businesses with up to $100,000 in monthly expenses that want their books and financial records doing what they were meant to do: support the best possible tax outcome.