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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

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

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Additional State Return

$250 - $450 (depending on state)

Additional state tax return filing pricing

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US International Form

Custom pricing

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

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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. 

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