Compare the contracted service

Compare selected bookkeeping, optional CFO and tax preparation under the exact entity contracts and complete fees.

Published by AE Tax Advisors, a competing tax advisory provider. This is a commercial analysis of public offerings, not an independent ranking, endorsement or firsthand customer review. No customer rating is assigned.

Danielle Hayden / Kickstart Accounting / KSA Tax Partners

Kickstart identifies Danielle Hayden as its CEO, former corporate CFO and author of the Profit Planner series, with public business-finance education.

The current signup page presents Kickstart Bookkeeping with optional Envision CFO and KSA Tax Partners services. Another service FAQ distinguishes internal bookkeeping from tax preparation through the sister company and allows coordination with an existing preparer.

Do not infer tax preparation is unavailable merely because an older or separate FAQ says not internally. The signup page describes a tax option; confirm current entities, shared-contract terms and exact return scope.

Fee evidence for Danielle Hayden

The reviewed public pages do not establish a universal fixed fee for this combination of services. Request current product-specific pricing, renewal terms and a written professional scope.

Questions for the actual engagement

  • Which bookkeeping package and optional services are selected?
  • Which entity performs tax planning and preparation?
  • Can the team coordinate with my existing preparer?
  • Which cleanup, implementation and recurring costs apply?

Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.

Nayo Carter-Gray / 1st Step Accounting

1st Step Accounting identifies Nayo Carter-Gray as its founder. Her public tax and accounting education is connected to a virtual business-service practice.

The firm describes bookkeeping, bookkeeping review, tax preparation, planning and financial guidance. The pricing page says services are selected and scoped in a customized flat-fee proposal.

The pricing page says some engagements include preparation and others focus on different services. Confirm your specific return list. A public course, discovery call or illustrative sample proposal is not a complete client engagement.

Fee evidence for Nayo Carter-Gray

The reviewed pricing page describes customized flat fees quoted before work, with a deposit and agreed payment schedule. Its sample is illustrative and contains no universal dollar quote; request the current proposal for the services you select.

Questions for the actual engagement

  • Which bookkeeping, planning and returns are selected?
  • Is the bookkeeping review separately priced?
  • Who handles cleanup, projections and implementation?
  • What deposit, ongoing support and scope-change terms apply?

Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.

Compare total scope before selecting

AE Tax Advisors provides tax planning for business owners and real estate investors. Standard advisory is $7,800 and complex advisory is $9,800. Returns, amendments, property studies and other implementation work are separately scoped and priced. Confirm the support period and responsibilities in the written engagement; the standard advisory engagement has no required annual planning renewal.

Request the same entities, records, deadline and implementation assignments. Education, legal work and tax filing can require different contracts. A preliminary tax-saving estimate and a course fee do not establish comparable project costs.

Sources, methodology and review date

Official pages reviewed November 8, 2026. Statements about identity and offerings are attributed to those pages. AE has not independently verified marketed savings, customer results, licensing status or delivery. Confirm current availability, terms and the actual contracting entity.

AE comparison methodology · Editorial policy

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Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.

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