Together, We Make It Happen.

ICI Alliance offers three subscription service tiers to empower the financial success of both businesses and individuals. These offerings deliver customized solutions, addressing a wide range of needs—from essential compliance to advanced strategic financial planning. Centralizing services with ICI Alliance ensures streamlined support, seamless workflows, and precise data management, empowering clients to make confident, informed financial decisions.

Business Services

By selecting the right package, clients can enhance operational efficiency, optimize cash flow, and gain access to actionable insights.

Foundation

Obtain the foundational support your small business needs with basic services focusing on essential tax and accounting functions.  

  • Ideal for startups and small businesses seeking basic accounting and tax support. 

  • Establish and maintain a strong budget and leave the basics to the experts.  

Accounting:
• Accounting Tree
• Bookkeeping
• Reconciliations

Tax:
• Prep and Filing 1065, 1120, & 1120s
• Extensions
• Amendments
• Agency Correspondence

Growth

Scale up with expert tax planning, accounting management, and advanced financial analysis to fuel your business growth. The Growth subscription includes all services from the Foundation tier. 

  • Tailored for companies seeking in-depth tax planning and financial oversight. 

  • Allows businesses to make data-driven decisions and improve cash flow.  

Accounting:
• AR/AP + Bank Reconciliations
• General Ledger Review
• Cash Flow Reporting
• Payroll Processing

Tax:
• Annual Tax Planning
• Tax Adjustments
• Multi-Jurisdiction Compliance

Finance:
• Projection Modeling
• Financial Analysis
• Decision Support
• Financial Reports
• Board Meetings
• Metric Dashboards

Each higher tier includes the services of the preceding tier, with added benefits and expanded support. Discover how our services can help you achieve your financial goals.

Enterprise

Full suite services for established businesses, including managed accounting, financial advisory, and complex tax filings. The Enterprise subscription encompasses all services offered in both the Foundation and Growth tiers.  

  • For established businesses seeking a full-service financial partner and advisor. 

  • Offers comprehensive support for complex financial environments.  

Accounting:
• Full-Suite Accounting
• Monthly Close
• Accounting Review
• Dedicated Account Manager

Tax:
• Multi-Entity and 1040 Filings for Owners/Partners
• 1045 Tentative Refunds
• Entity Tax Structure Review
• Bi-Annual Tax Planning

Finance:
• FP&A Strategic Stakeholder
• QBR with Dedicated CPA
• Special Ad Hoc Projects
• Controller Advisory
• Entity Structuring
• Tech Stack Review

Individual Services

Choosing the right package enables individuals to maximize savings and reduce financial stress through proactive guidance and effective strategies.

Essential

Ideal for individuals seeking basic tax preparation and filing support. 

Services Include: 

  • 1040 Tax Return Preparation and Filing 

  • 1040ES Estimated Tax Payments 

  • 1040NR Tax Return Services 

  • Tax Extension Filings 

  • 1040X Tax Return Services 

  • Gift Tax Returns (709 Returns) 

  • Government Agency Correspondence Support

Elevate

Best for individuals seeking proactive financial and tax planning support. The Elevate subscription includes all services from the Essential tier. 

Additional Services Include: 

  • Annual Budget Preparation and Reviews 

  • Personal Bookkeeping and Reconciliation 

  • Dedicated Account Manager for Support 

  • Government Agency Correspondence and Resolution 

  • Tax Planning and Strategies for Complex Tax Situations

Executive

Designed for high-net-worth individuals and complex financial needs. The Executive subscription encompasses all services offered in both the Essential and Elevate tiers.  

Additional Services Include: 

  • Advanced Tax Planning (e.g., Business Entity Structuring) 

  • Bi-Annual and Quarterly Tax Planning 

  • Special Tax Projects (e.g., Audit Reserves) 

  • Financial Reporting and Budget Analysis 

  • Special Tax Projects and CPA Tax Advisory

On-Demand Support

Looking for specialized financial support beyond our standard packages? Our on-demand services provide flexible, customized solutions to address your specific needs. Whether it's accounting or bookkeeping tasks , tax filings and compliance, or budget and financial analysis, you can access the precise support you require, when you need it. Select the services that best suit your goals, and let our team of professionals take care of the rest.

    • Base-Level Accounting

    • Accounts Payable

    • Accounts Receivable

    • Bank Reconciliations

    • Payroll Services

    • CPA Accounting Projects

    • Controller Advisory

    • Monthly Close

    • Projection, Budgeting & Modeling

    • Customized Financial Projects

    • Accounting & Finance Support

    • Tax Filings (1099, 1040, 1040NR, 1040X, 1065, 1120, 1120S)

    • BOI Notifications & Filing

    • Amended Tax Returns

    • Tax Extensions

    • Multi-State Returns

    • SALT Payments

    • Schedule K-1

    • Schedule E

    • Schedule C