Pricing Options

Choose the best pricing for your business

Basic Plan
$250/mo

Our Basic Plan is the most popular for small-sized businesses

  • $250k
    Revenue Limit
  • 1
    Owner/Shareholder
  • Monthly Bookkeeping
  • Accounting Software Included
  • Quarterly Reporting
  • Business & Personal Tax Returns
  • Email Support
ENhanced Plan
$550/mo

Our Enhanced Plan is for small to medium-sized businesses

  • $500k
    Revenue Limit
  • 2
    Owner/Shareholder
  • Everything in Basic Plan
  • Tax Planner Pro Subscription
  • Premium Support
Premier Plan
$750/mo

Our Premier Plan is for large businesses with complex structures

  • $1M
    Revenue Limit
  • 3
    Owner/Shareholder
  • Everything in Enhanced Plan
  • CFO Reporting & Analysis
  • Payroll For up to 10 Employees
  • Unlimited access to CPA

More Pricing Details & FAQ

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

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.

Ready to take your business to the next level ?

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