Financial Advisory Packages
Eco Starter
$495 / month
- Financial & Tax Planning for smaller businesses
- One-on-one help from self employment, tax, and business specialists
- W-2s, W3 and 1099s
- 941, 940
- HR Forms and Documents
- New-Hire Reporting
- Tax Legal Assistance
- State & Federal Tax regulations and Resources
- Custom solutions for you and your business
Eco Essentials
$795 / month
- Financial & Tax Planning for medium sized businesses
- One-on-one help from self employment, tax, and business specialists
- W-2s, W3 and 1099s
- 941, 940
- HR Forms and Documents
- New-Hire Reporting
- Tax Legal Assistance
- State & Federal Tax regulations and Resources
- Custom solutions for you and your business
Eco Plus
$995 / month
- Financial & Tax Planning for medium to large businesses
- W-2s, W3 and 1099s
- 941,940
- HR Forms and Documents
- New-Hire Reporting
- Tax Legal Assistance
- State & Federal Tax regulations and Resources
- Custom solutions for you and your business
- Guidance for employees, independent contractors, freelancers, and small business owners
- One-on-one help from self-employment, tax, and business specialists
- Identify the right business entity for you
Eco Advanced
$1495 / month
- Financial & Tax Planning for larger more complex businesses
- W-2s, W3 and 1099s
- 941,940
- HR Forms and Documents
- New-Hire Reporting
- Tax Legal Assistance
- State & Federal Tax regulations and Resources
- Guidance for employees, independent contractors, freelancers, and small business owners
- One-on-one help from self-employment, tax, and business specialists
- Identify the right business entity for you
What to Expect from your Eco Financial Advisor
Expertise
Our advisors have a deep understanding of various financial topics.
Objectivity
Our advisors provide unbiased advice that is in your best interest.
Confidentiality
Our financial advisors keep your financial information private and secure.
Transparency
Our advisors are open and transparent about their services, fees, and always have your best interest in mind.
Communication
Our advisors are available to you for regular check-ins and updates on your financial plan.