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START STRONG. GROW SMART.

Build Your Plan

Your Business. Your Plan.

Formation, tax support, bookkeeping and CFO services—with clear scope and pricing.
Build the right support around your business. Tell us where you are starting and what you need next; we will confirm the services, scope, timing and fees in writing before work begins.
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Choose your starting point:
LLC package: $350/year for LLC formation, EIN, 1 year of registered agent service, a Newark business mailing address, business bank account setup and a simple 2-3 page website design. Each additional LLC is $120 when bought with the $350 package, or within 6 months of your package purchase. State filing fees, domain and hosting are additional. Registered agent on its own: $120/year.
Mailing address and forwarding: from $149/year, separate from registered agent. Verification and written activation are required.
Bookkeeping: from $199/month. One-time onboarding applies. Each package includes a monthly limit of bank-feed transactions (deposits, payments and charges from your connected accounts) and accounts. Connecting your business bank and credit-card accounts to QuickBooks is required. Standalone QuickBooks setup is $500; cleanup starts at $600 and is quoted separately.
Fractional CFO support: from $1,999/month, based on scope.
Tax preparation (starting prices): individuals from $250, Schedule C from $350, and partnership/corporate returns from $600. Tax planning sessions ($175) can be added to your tax preparation or booked on their own.
ITIN package with end-to-end support: $650 for one applicant and one federal tax year; additional applicants, years and state returns are quoted separately.
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​Request a consultation below. Your inquiry does not purchase or activate a service. Please leave contact details only; we will provide separate instructions for sensitive documents.
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How to get started with

Getting expert support has never been easier. Here’s how to start your journey with Wealth DiversiFined:

  1. Book a Free Consultation
    Choose a time that works for you. We’ll discuss your goals, challenges, and how we can help.

  2. Get a Custom Plan
    Based on your needs, we’ll create a tailored strategy, whether it’s business formation, tax support, or full concierge service.

  3. Launch with Confidence
    We handle the details so you can focus on growth, peace of mind, and financial clarity.

Speak to our expert, Marissa

Whether you’re ready to work with us or simply need some advice, we’re here to help.

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Let's Talk About Your Goals

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