Detailed Pricing Options

Choose the best pricing for your business

More Pricing Details & FAQ

For more in depth details about pricing and a list of frequently asked questions, see here.

Basic

Premier

Enhanced

TAX SERVICES

BUSINESS TAX RETURN
PERSONAL TAX RETURNS
AUDIT AND NOTICE SUPPORT
SECURE DOCUMENT PORTAL
TAX PROJECTIONS (Quarterly)
PAYROLL UP TO 10 EMPLOYEES
DIRECT LINE TO BK DIRECTOR
KPI ANALYSIS
BOOKKEEPING ACCURACY AUDIT
PAYROLL SERVICES
BOOKKEEPING SERVICES
ASSISTANCE WITH BANK REC'S
IDENTIFY MISSING TAX DEDUCTIONS
INTEGRATION WITH XERO ONLINE
MIGRATE BOOKS FROM OTHER SOFTWARE
XERO HELP ON-DEMAND
COMPLIMENTARY TAX PLANNER PRO SUBSCRIPTION
SECTION 199A OPTIMIZATION
DIRECT LINE TO CPA
PREMIUM SUPPORT
PERSONAL PORTAL & DASHBOARD
ASSIST WITH LENDERS, LAWYERS & OTHER SERVICES
CFO REPORTING (Quarterly)
BUDGET PROJECTIONS
BUSINESS ADVISORY SERVICES
SUPPORT & COMMUNICATION
SETUP OWNER ONLY PAYROLL
CALCULATE OPTIMAL OFFICER COMPENSATION
STATE PAYROLL TAX REGISTRATION
AUTOMATED PERSONAL TAX ORGANIZER
TAX STRATEGY MODULE
VIDEO TAX RETURN REVIEWS W/ CPA
UNLIMITED EMAIL SUPPORT
QUARTERLY ESTIMATED TAX PAYMENTS
WRITE-UP BOOKKEEPING (Weekly)
1
2
3

    
    
    
   
  
  
  
  
   
  
   
   
  
  
   
  
   
  
  

Add-Ons

Invoicing & Bill Pay
Payroll For Over 10 Employees
Additional Tax Returns

FAQ - Pricing

Is prior bookkeeping included with subscription?

No, any prior bookkeeping will need to be completed prior to onboarding at the cost of the package selected per month completed.

What is the difference between Basic Support & Premium Support?

Basic support is email only. Each email in basic support will be replied to within 72 hours of receiving. No meetings and no phone support.

Premium support includes everything in basic, plus optional meetings with your CPA whenever you want. Also includes quick answers via email within 24 hours of receiving. Premium support is best if you want to be able to have phone or online meetings with your CPA during the year.

If I need a prior year return prepared, what is the pricing for that?

Pricing for prior year returns is calculated by the specific forms required to file.  See our full tax pricing sheet for more information.

How long is the engagement period?

12 months. Each engagement period includes all tax returns, support, reviews, and more. Once 12 months has passed, you many renew the engagement or cease the service.

What if I don’t have a Partnership or S-Corp business?

If you do not currently have a partnership or S-Corp tax classification for your business please set up a consultation with us and we can either help you figure out what is best for your business and/or help you get your business formation setup correctly.

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