Pricing & Packages
At Brook & West, we understand that every client has unique needs. Whether you’re an individual or a business, we offer flexible pricing and packages to ensure you get the best value and service. Explore our comprehensive packages designed to meet the needs of startups, small businesses, medium businesses, large businesses, and enterprises
Size Definitions
Startups: New businesses with up to $500,000 in annual revenue and fewer than 5 employees.
Small Businesses: Businesses with $500,000 to $2 million in annual revenue or 5-50 employees.
Medium Businesses: Businesses with $2 million to $10 million in annual revenue or 50-250 employees.
Large Businesses: Businesses with $10 million to $50 million in annual revenue or 250-1,000 employees.
Enterprise: Businesses with over $50 million in annual revenue or more than 1,000 employees.
Individual Tax Advisory Services
Foundation
One 1-hour advisory session to address compliance needs and provide actionable insights.
Growth
One 1-hour session and a 30-minute follow-up to review progress and implementation of recommendations. Includes a detailed compliance report.
Enhanced
Two 1-hour sessions for an in-depth financial document review and compliance planning. Includes three months of email support
Elite
Four 1-hour quarterly sessions for year-long advisory support. Includes priority scheduling and ongoing email support
Start-up Business Tax Advisory Services
Growth
One 1-hour session and two 30-minute follow-ups for detailed compliance review and updates
Enhanced
Three 1-hour sessions to create a compliance plan, identify tax credits, and address specific needs. Includes three months of email support.
Elite
Quarterly 1-hour sessions for a full year, with regular compliance updates and on-call advisory services.
Small Business Tax Advisory Services
Growth
Quarterly 1-hour consultations to refine compliance strategies and ensure accuracy
Enhanced
Two 1-hour sessions per quarter for ongoing compliance planning and advisory. Includes six months of email support.
Elite
Up to 12 1-hour consultations per year (1 per month), plus audit preparedness and priority scheduling.
Medium Business Tax Advisory Services
Foundation
One 1.5-hour compliance review session and a 45-minute follow-up consultation
Enhanced
Quarterly 2-hour sessions for comprehensive compliance and risk management. Includes ongoing email support for a year
Elite
Up to 12 consultations per year (1 per month), quarterly compliance reviews, and access to a dedicated advisor.
Large Business Tax Advisory Services
Growth
Every two months (6x per year) 1.5-hour compliance reviews with actionable updates.
Enhanced
Quarterly 2-hour strategic compliance planning sessions with dedicated advisory support.
Elite
Up to 12 consultations per year (1 per month) with access to enterprise-level resources
Enterprise Business Tax Advisory Services
Foundation
One 2.5-hour compliance review and a detailed report with recommendations
Enhanced
Every two months (6x per year) 2.5-hour strategic compliance sessions for large-scale operations and audit readiness.
Elite
Up to 12 consultations per year (1 per month), quarterly 3-hour compliance reviews, and access to a dedicated advisory team.
Additional Services
We offer additional services to complement our Tax Advisory offerings. These services are tailored to meet the unique needs of individuals and businesses, ensuring maximum value and efficiency. Pricing varies based on the size of the business or individual requirements.
Ad Hoc Advisory Sessions: Starting at $250 per hour.
Document Review and Preparation: Starting at $150 per document.
Audit Support: Starting at $1,000 per audit engagement