Premium Plan · 12-Month Commitment
Ease360 Platinum
Integrated Business & Personal Financial Management — your entire financial picture, business and household, managed under one roof.
$1,000
/ month · 12-month commitment
Who It's For
Business and Personal Finance, Fully Integrated
Platinum is for high-income professionals who want their entire financial picture — business and personal — managed in one coordinated place. Not just your S-Corp, but your 1040, your retirement strategy, and your household taxes too.
You want business AND personal taxes handled
Your S-Corp return AND your Form 1040, coordinated together
You want advanced retirement planning
Defined Benefit or Profit-Sharing plans that can shelter $200K+ per year
You want priority access & a dedicated advisor
24-hour response time, quarterly strategy meetings, and one point of contact
Everything in Core, Plus
Personal Form 1040 (owner & spouse)
Personal state income tax return
Advanced retirement plans (DB, Profit-Sharing)
Priority advisory — 24hr response guarantee
Dedicated account manager
Quarterly strategy & planning meetings
IRS & state notice correspondence support
Multi-entity & rental property support
$1,000/mo
12-month commitment · All Core services included
Platinum Services
What You Get Beyond Core
Everything in Ease360 Core, plus these premium additions — integrated for your full financial picture.
Personal Tax Preparation
- Form 1040 for owner & spouse (filing jointly)
- Brokerage income (1099-DIV, 1099-B) & rental property up to 2 units
- One state return included; additional states available
Advanced Retirement Planning
- Defined Benefit, Profit-Sharing & Solo 401(k) Combo Plans
- Actuarial coordination & contribution optimization
- Business & personal retirement strategy integrated together
Priority Advisory Access
- Dedicated account manager — your single point of contact
- 24-hour advisory response & reserved scheduling priority
- Quarterly strategy meetings with profitability review
Business & Entity Support
- Multiple entity support (fees vary by scope)
- Family Management LLC setup for asset protection
- IRS & state notice correspondence support
Everything in Ease360 Core is also included
Entity setup, monthly bookkeeping (QuickBooks), payroll (Gusto), S-Corp tax return, Solo 401(k), compliance monitoring, and year-round advisory. See full Core details →