Tax Services Pricing

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Service Controller Accountant Bookkeeper
Compliance Services
Transaction CategorizationWeeklyMonthlyQuarterly
Account ReconciliationWeeklyMonthlyQuarterly
Financial ReportingMonthlyMonthlyQuarterly
Accounts Payable ManagementIncluded——
Accounts Receivable ManagementIncluded——
Advisory Services
Federal & State Income Tax EstimationIncludedIncludedIncluded
Budget CreationIncludedIncluded—
Proactive Tax PlanningIncludedIncluded—
Cash Flow ForecastingIncluded——
Access & Support
Email SupportIncludedIncludedIncluded
Phone SupportIncludedIncludedIncluded
Strategic Planning MeetingQuarterlyAnnually—
Audit Support10 hrs/yr5 hrs/yr1 hr/yr
Terms
CancellationNo Contract - Cancel AnytimeNo Contract - 90 Days Notice to Cancel12-Month Commitment
Additional Options
Payroll$150 per Month + $25 per Employee$150 per Month + $25 per Employee$150 per Month + $25 per Employee
Business Tax ReturnOptional add-On Starting at $549Optional add-On Starting at $579Optional add-On Starting at $599
Personal Tax ReturnOptional add-On Starting at $349Optional add-On Starting at $379Optional add-On Starting at $399
Out of Scope Requests10 Hours per Year included, Then $150 per hour$175 per Hour$250 per Hour
Business Formation (LLC/Corporation)$250 + State Filing Fees$299 + State Filing Fees$325 + State Filing Fees
Accounts included864
Other Document Preparation$75$99$125
Schedule a consultation

Controller

We proactively support your growth

$1,450 / month
  • Included! Everything in Accountant Plan
  • Weekly Transaction Categorization
  • Weekly Account Reconciliation
  • Monthly Financial Reporting
  • BONUS! Accounts Payable Management
  • BONUS! Accounts Receivable Management
See everything included...
Advisory Services
  • + Federal & State Income Tax Estimation
  • + Budget Creation
  • + Proactive Tax Planning
  • + Cash Flow Forecasting
Access & Support
  • Quarterly Strategic Planning Meeting
  • + Email Support
  • + Phone Support
  • + Audit Support — 10 hrs/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $549
  • + Personal Tax Return — from $349
  • + Out of Scope Requests — $150/hr after 10 hrs/yr
  • + Business Formation — $250 + State Filing Fees
  • + Accounts included — 8
  • + Other Document Preparation — $75
Schedule a Consultation

Accountant

Real-time data to grow your Business

$650 / month
  • Included! Everything in Bookkeeper Plan
  • Monthly Transaction Categorization
  • Monthly Account Reconciliation
  • Monthly Financial Reporting
See everything included...
Advisory Services
  • + Federal & State Income Tax Estimation
  • + Budget Creation
  • + Proactive Tax Planning
Access & Support
  • Annually Strategic Planning Meeting
  • + Email Support
  • + Phone Support
  • + Audit Support — 5 hrs/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $579
  • + Personal Tax Return — from $379
  • + Out of Scope Requests — $175/hr
  • + Business Formation — $299 + State Filing Fees
  • + Accounts included — 6
  • + Other Document Preparation — $99
Schedule a Consultation

Bookkeeper

Peace of mind for your compliance needs

$250 / month
  • Quarterly Transaction Categorization
  • Quarterly Account Reconciliation
  • Quarterly Financial Reporting
  • BONUS! Federal & State Income Tax Estimation
See everything included...
Advisory Services
  • + Proactive Tax Planning
Access & Support
  • + Email Support
  • + Audit Support — 1 hr/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $599
  • + Personal Tax Return — from $399
  • + Out of Scope Requests — $250/hr
  • + Business Formation — $325 + State Filing Fees
  • + Accounts included — 4
  • + Other Document Preparation — $125
Schedule a Consultation

Controller

We proactively support your growth

$2,250 / month
  • Included! Everything in Accountant Plan
  • Weekly Transaction Categorization
  • Weekly Account Reconciliation
  • Monthly Financial Reporting
  • BONUS! Accounts Payable Management
  • BONUS! Accounts Receivable Management
See everything included...
Advisory Services
  • + Federal & State Income Tax Estimation
  • + Budget Creation
  • + Proactive Tax Planning
  • + Cash Flow Forecasting
Access & Support
  • Quarterly Strategic Planning Meeting
  • + Email Support
  • + Phone Support
  • + Audit Support — 10 hrs/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $549
  • + Personal Tax Return — from $349
  • + Out of Scope Requests — $150/hr after 10 hrs/yr
  • + Business Formation — $250 + State Filing Fees
  • + Accounts included — 8
  • + Other Document Preparation — $75
Schedule a Consultation

Accountant

Real-time data to grow your Business

$1,350 / month
  • Included! Everything in Bookkeeper Plan
  • Monthly Transaction Categorization
  • Monthly Account Reconciliation
  • Monthly Financial Reporting
See everything included...
Advisory Services
  • + Federal & State Income Tax Estimation
  • + Budget Creation
  • + Proactive Tax Planning
Access & Support
  • Annually Strategic Planning Meeting
  • + Email Support
  • + Phone Support
  • + Audit Support — 5 hrs/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $579
  • + Personal Tax Return — from $379
  • + Out of Scope Requests — $175/hr
  • + Business Formation — $299 + State Filing Fees
  • + Accounts included — 6
  • + Other Document Preparation — $99
Schedule a Consultation

Bookkeeper

Peace of mind for your compliance needs

$550 / month
  • Quarterly Transaction Categorization
  • Quarterly Account Reconciliation
  • Quarterly Financial Reporting
  • BONUS! Federal & State Income Tax Estimation
See everything included...
Advisory Services
  • + Proactive Tax Planning
Access & Support
  • + Email Support
  • + Audit Support — 1 hr/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $599
  • + Personal Tax Return — from $399
  • + Out of Scope Requests — $250/hr
  • + Business Formation — $325 + State Filing Fees
  • + Accounts included — 4
  • + Other Document Preparation — $125
Schedule a Consultation

Controller

We proactively support your growth

$3,050 / month
  • Included! Everything in Accountant Plan
  • Weekly Transaction Categorization
  • Weekly Account Reconciliation
  • Monthly Financial Reporting
  • BONUS! Accounts Payable Management
  • BONUS! Accounts Receivable Management
See everything included...
Advisory Services
  • + Federal & State Income Tax Estimation
  • + Budget Creation
  • + Proactive Tax Planning
  • + Cash Flow Forecasting
Access & Support
  • Quarterly Strategic Planning Meeting
  • + Email Support
  • + Phone Support
  • + Audit Support — 10 hrs/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $549
  • + Personal Tax Return — from $349
  • + Out of Scope Requests — $150/hr after 10 hrs/yr
  • + Business Formation — $250 + State Filing Fees
  • + Accounts included — 8
  • + Other Document Preparation — $75
Schedule a Consultation

Accountant

Real-time data to grow your Business

$2,050 / month
  • Included! Everything in Bookkeeper Plan
  • Monthly Transaction Categorization
  • Monthly Account Reconciliation
  • Monthly Financial Reporting
See everything included...
Advisory Services
  • + Federal & State Income Tax Estimation
  • + Budget Creation
  • + Proactive Tax Planning
Access & Support
  • Annually Strategic Planning Meeting
  • + Email Support
  • + Phone Support
  • + Audit Support — 5 hrs/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $579
  • + Personal Tax Return — from $379
  • + Out of Scope Requests — $175/hr
  • + Business Formation — $299 + State Filing Fees
  • + Accounts included — 6
  • + Other Document Preparation — $99
Schedule a Consultation

Bookkeeper

Peace of mind for your compliance needs

$850 / month
  • Quarterly Transaction Categorization
  • Quarterly Account Reconciliation
  • Quarterly Financial Reporting
  • BONUS! Federal & State Income Tax Estimation
See everything included...
Advisory Services
  • + Proactive Tax Planning
Access & Support
  • + Email Support
  • + Audit Support — 1 hr/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $599
  • + Personal Tax Return — from $399
  • + Out of Scope Requests — $250/hr
  • + Business Formation — $325 + State Filing Fees
  • + Accounts included — 4
  • + Other Document Preparation — $125
Schedule a Consultation

Controller

We proactively support your growth

$3,850 / month
  • Included! Everything in Accountant Plan
  • Weekly Transaction Categorization
  • Weekly Account Reconciliation
  • Monthly Financial Reporting
  • BONUS! Accounts Payable Management
  • BONUS! Accounts Receivable Management
See everything included...
Advisory Services
  • + Federal & State Income Tax Estimation
  • + Budget Creation
  • + Proactive Tax Planning
  • + Cash Flow Forecasting
Access & Support
  • Quarterly Strategic Planning Meeting
  • + Email Support
  • + Phone Support
  • + Audit Support — 10 hrs/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $549
  • + Personal Tax Return — from $349
  • + Out of Scope Requests — $150/hr after 10 hrs/yr
  • + Business Formation — $250 + State Filing Fees
  • + Accounts included — 8
  • + Other Document Preparation — $75
Schedule a Consultation

Accountant

Real-time data to grow your Business

$2,750 / month
  • Included! Everything in Bookkeeper Plan
  • Monthly Transaction Categorization
  • Monthly Account Reconciliation
  • Monthly Financial Reporting
See everything included...
Advisory Services
  • + Federal & State Income Tax Estimation
  • + Budget Creation
  • + Proactive Tax Planning
Access & Support
  • Annually Strategic Planning Meeting
  • + Email Support
  • + Phone Support
  • + Audit Support — 5 hrs/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $579
  • + Personal Tax Return — from $379
  • + Out of Scope Requests — $175/hr
  • + Business Formation — $299 + State Filing Fees
  • + Accounts included — 6
  • + Other Document Preparation — $99
Schedule a Consultation

Bookkeeper

Peace of mind for your compliance needs

$1,050 / month
  • Quarterly Transaction Categorization
  • Quarterly Account Reconciliation
  • Quarterly Financial Reporting
  • BONUS! Federal & State Income Tax Estimation
See everything included...
Advisory Services
  • + Proactive Tax Planning
Access & Support
  • + Email Support
  • + Audit Support — 1 hr/yr
Optional Add-ons
  • + Payroll — $150/mo + $25/employee
  • + Business Tax Return — from $599
  • + Personal Tax Return — from $399
  • + Out of Scope Requests — $250/hr
  • + Business Formation — $325 + State Filing Fees
  • + Accounts included — 4
  • + Other Document Preparation — $125
Schedule a Consultation