Outsource your small business back office.

Comprehensive Accounting Support

Stenger Tax Advisory’s outsourced CFO platform can provide you and your small business with bookkeeping, tax preparation, financial statement preparation, 401(K) solutions, and a variety of other bundled services for a affordable and predictable monthly price.

Bookkeeping

Tax Preparation

Financial Statements

Other Available Services

As part of our outsourced CFO platform, Stenger Tax Advisory’s partnership with registered investment advisor firm, Stenger Family Office, can also provide you and your small business with financial planning services, retirement plans including 401(k), Simple IRAs, and defined benefit plans, and financial wellness programs for your employees.

Retirement Plans

Financial Wellness

Exit Planning Strategies

Pricing

  • Bookkeeping, tax preparation, and financial statement packages start at $850 per month.

  • 401(k) and other retirement plans are priced based on assets under management. Typically 0.50-1.00% per year.

  • Financial wellness programs start at $15/month per employee. Minimum annual spend is $5,000.

  • Exit planning consulting offered at $250/hour.

*Retirement plans & financial wellness programs offered through Stenger Family Office.

Contact Stenger Tax Advisory

Chris Jordan, CPA, MST
Managing Director
Stenger Tax Advisory

Naperville Financial Center
400 E. Diehl Road
Suite 550
Naperville, IL 60563

Phone: (630) 912-8504
Email: Chris.Jordan@stengerfamilyoffice.com