Financial Advisory Packages
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Packages
Financial Advisory
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
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Expertise
Our advisors have a deep understanding of various financial topics.
![](https://ecofinholdings.com/wp-content/uploads/2023/01/undraw_Investment_data_re_sh9x-1024x639.png)
Objectivity
Our advisors provide unbiased advice that is in your best interest.
![](https://ecofinholdings.com/wp-content/uploads/2023/01/undraw_secure_files_re_6vdh-1024x737.png)
Confidentiality
Our financial advisors keep your financial information private and secure.
![](https://ecofinholdings.com/wp-content/uploads/2023/01/undraw_Business_deal_re_up4u.png)
Transparency
Our advisors are open and transparent about their services, fees, and always have your best interest in mind.
![](https://ecofinholdings.com/wp-content/uploads/2023/01/undraw_Messaging_re_pgx8.png)
Communication
Our advisors are available to you for regular check-ins and updates on your financial plan.