top of page

Choose your pricing plan

  • Elite Tax Advisory

    1,200$
    Every month
    +$1,200 Set-up fee
    A comprehensive, strategic partnership for clients with complex tax needs and long-term goals.
    Valid for 12 months
    • Everything in the Premier Tax Advisory plan
    • Ongoing tax strategy with monthly touchpoints
    • Multi-entity structuring & optimization review
    • Priority support for IRS/state notices and audits
    • Retirement tax planning
    • Business succession planning
    • Legacy planning
    • Concierge email turnaround with priority access to a CPA
    • Add: Bookkeeping starting at $600 per month
    • Add: CFO advisory starting at $900 per month
  • Best Value

    Premier Tax Advisory

    700$
    Every month
    +$700 Set-up fee
    Businesses and their owners in growth mode, facing complex deductions/credits.
    Valid for 12 months
    • Everything in Essentials Tax Advisory package
    • Quarterly strategy meetings
    • Credit & deduction maximization
    • Tax optimization checklist and savings reports
    • IRS/state notice response support
    • Scenario modeling (e.g. exit, M&A, equity planning)
    • Estimated quarterly taxes based on actuals
    • Coordination with financial and legal advisors
    • Email support
    • Add: Bookkeeping starting at $600 per month
    • Add: CFO Advisory starting at $900 per month

  • Essentials Tax Advisory

    400$
    Every month
    +$400 Set-up fee
    A solid foundation for individuals and small businesses seeking reliable tax support.
    Valid for 12 months
    • 1 personal tax return and 1 basic business return
    • Annual tax compliance review
    • Mid-year tax strategy check-in
    • Quarterly estimates based on safe harbor
    • IRS correspondence assistance (limited scope)
    • Email support for general tax questions
    • Add: Bookkeeping starting at $600 per month

  • Transform CFO

    5,000$
    Every month
    +$3,000 Essential Startup
    Full-scale strategic partner for scaling, long-term growth and exit readiness
    Valid for 12 months
    • Everything in Accelerate package
    • Bi-weekly check-in calls (2 per month)
    • Full KPI tracking
    • Scenario modeling and multi-year forecasting
    • Quarterly board meeting prep and executive presentations
    • M&A readiness advisory
    • Unlimited email support

  • Accelerate CFO

    3,000$
    Every month
    +$2,000 Essential Startup
    For growing companies looking to optimize cash flow and drive revenue growth
    Valid for 12 months
    • Everything in Launch package
    • Cost structure review and vendor contract recommendations
    • Budget vs actuals tracking
    • Industry-specific KPI tracking
    • Detailed cash flow projections
    • Email support (6 per month)
    • Bookkeeping included
    • 1 personal and 1 business tax return

  • Launch CFO

    1,200$
    Every month
    +$1,000 Essential Startup
    Get your financial strategy moving in the right direction
    Valid for 12 months
    • Monthly model update and executive summary
    • Monthly check-in call
    • Annual budget update
    • Basic KPI tracking (up to 4 KPI)
    • Limited support (3 emails per month)
    • Bookkeeping add-on $600 - 950 additional per month
    • 1 personal tax return included

  • 1-Hour CFO Intensive

    2,000$
     
    One-hour CFO intensive financial health check with tailored recommendations from a CPA
     

    Tax Compliance Packages

    Package
    # State Returns Included
    Quarterly Estimated Tax Calculations
    Includes 1 federal return
    IRS/State Audit and Notice Support
    Level of email support
    Priority response for questions
    Essential Tax Compliance
    1
    No
    Yes
    No
    Limited
    No
    Premier Tax Compliance
    4
    Yes
    Yes
    No
    Up to 3 per month
    No
    Elite Tax Compliance
    8
    Yes
    Yes
    Yes
    Concierge - unlimited & priority
    Yes

    Schedule a consultation to receive your customized quote for your tax compliance package.

    Tax Compliance Add-Ons

    Additional add-ons to tax compliance packages

    3.png

    Additional State Return

    $250 - $450 (depending on state)

    Additional state tax return filing pricing

    7.png

    US International Form

    Custom pricing

    US International Form (e.g. Form 1042, 5472, 5471, 8858) preparation and filing with federal return

    16.png

    Expedited Return Service

    $350 per return

    Need your return prepared and filed immediately? Choose expedited service to prioritize your return preparation. Timing completed in 2 days after all documents are received. 

    bottom of page