Professional Pricing Plans

Transparent, comprehensive pricing for tax and bookkeeping services tailored to your needs

Individual Tax Plans

Comprehensive tax preparation and planning for individuals and families

Starter $299/yr

Essential $499/yr

Pro $899/yr

Custom Contact

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Features & Benefits	Starter <$300k $299/year	Essential $300k - $500k $499/year	Pro $500k - $1M $899/year Best Value	Custom >$1M Custom
Core Compliance
Federal Return Filing your main annual tax return (Form 1040) with the IRS	✓	✓	✓	✓
State Return Filing taxes for the specific state where you live	Up to 1	Up to 1	Up to 2	Unlimited
W-2 / 1099-R Processing standard wage or retirement income forms	Up to 3	Up to 3	Up to 5	Unlimited
Extensions Management Filing a "pause" request if you need more time to gather docs	✓	✓	✓	✓
K-1 Processing Entering complex income data from partnerships or trusts	Up to 3	Up to 3	Up to 10	Unlimited
Tax Planning
Tax Projections A mid-year checkup to see if you will owe money next April	✗	1x/Year	2x/Year	4x/Year
Quarterly Estimates Calculating the 4 payments you must make to avoid penalties	✗	✓	✓	✓
Retirement Plan Advice Advice on how much to put in IRAs/401ks to lower your tax bill	✗	✓	✓	✓
Tax Loss Harvesting Reviewing your stock portfolio to sell losers and offset gains	✗	✗	✓	✓
Support & Services
Notice Response Guidance on how to reply if the IRS sends you a scary letter	✗	✓	✓	✓
Audit Protection We stand between you and the IRS if they audit your return	✗	✗	✓	✓
Meeting Cadence Dedicated video calls with your CPA to ask questions	N/A	Annual	Quarterly	Monthly
Email Support Written answers to your tax questions anytime	Unlimited	Unlimited	Unlimited	Priority
Phone/Zoom Support Direct calls with your CPA for complex issues	✗	Unlimited	Unlimited	Priority

Business Tax Plans

Tailored tax solutions for growing businesses and entrepreneurs

Starter $699/yr

Essential $1,199/yr

Pro $1,999/yr

Custom Contact

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Features & Benefits	Starter <$300k $699/year	Essential $300k - $500k $1,199/year	Pro $500k - $1M $1,999/year Best Value	Custom >$1M Custom
Core Compliance
Federal Business Return Filing your business tax return (1120/1120-S/1065)	✓	✓	✓	✓
State Return Filing business taxes in your home state	Up to 1	Up to 1	Up to 2	Unlimited
Extensions Management Filing for extra time to submit your final return	✓	✓	✓	✓
BOI Reporting New mandatory federal filing to declare who owns the company	✗	✓	✓	✓
1099 Filing Creating required forms for the contractors you hired	✗	Top 5	Top 5	Unlimited
Tax Planning
Tax Projections Predicting your business tax bill before the year ends	✗	1x/Year	2x/Year	4x/Year
Quarterly Estimates Calculating quarterly tax payments to avoid penalties	✗	✓	✓	✓
Reasonable Compensation Analysis to ensure your S-Corp salary meets IRS rules	✗	✓	✓	✓
Entity Structure Review Annual review: Should you be an LLC, S-Corp, or C-Corp?	✗	✓	✓	✓
Retirement Plan Design Designing 401(k) or SEP-IRA plans to maximize deductions	✗	✓	✓	✓
Support & Services
Notice Response Guidance on how to reply to IRS business notices	✗	✓	✓	✓
Audit Protection Full defense representation if your business is audited	✗	✗	✓	✓
Meeting Cadence Dedicated video calls to discuss business tax strategy	N/A	Annual	Quarterly	Monthly
Email Support Written answers to your business tax questions	Unlimited	Unlimited	Unlimited	Priority
Phone/Zoom Support Direct calls with your CPA for complex issues	✗	Unlimited	Unlimited	Priority

Bundle Plans (Best Value)

Combined individual and business tax services for maximum savings

Starter $899/yr

Essential $1,499/yr

Pro $2,499/yr

Custom Contact

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Features & Benefits	Starter <$300k $899/year	Essential $300k - $500k $1,499/year	Pro $500k - $1M $2,499/year Best Value	Custom >$1M Custom
Core Compliance
Federal Returns Filing BOTH your personal (1040) and business returns	Ind + Biz	Ind + Biz	Ind + Biz	Multiple
State Returns State filings for both you and your company	Up to 1	Up to 1	Up to 2	Unlimited
W-2 / 1099-R Processing your standard wage or retirement income forms	Up to 3	Up to 3	Up to 5	Unlimited
Extensions Management Filing for extra time for both personal and business returns	✓	✓	✓	✓
K-1 Processing Entering complex income data from other investments	Up to 3	Up to 3	Up to 10	Unlimited
BOI Reporting Mandatory filing to declare who owns your company	✗	✓	✓	✓
1099 Filing Creating forms for the contractors your business hired	✗	Top 5	Top 5	Unlimited
Tax Planning
Tax Projections Forecasting total tax liability (Business + Personal)	✗	1x/Year	2x/Year	4x/Year
Quarterly Estimates Calculating quarterly payments for both you and your biz	✗	✓	✓	✓
Reasonable Compensation Optimizing your salary vs. dividends to save taxes	✗	✓	✓	✓
Entity Structure Checking if your business structure is still saving you money	✗	✓	✓	✓
Retirement Plan Advisory Advisory on 401(k)/SEP-IRA to lower total tax bill	✗	✓	✓	✓
Tax Loss Harvesting Reviewing your personal stocks to offset business gains	✗	✗	✓	✓
Support & Services
Notice Response Guidance on responding to IRS letters (Biz or Personal)	✗	✓	✓	✓
Audit Protection Full defense if either you or your business is audited	✗	✗	✓	✓
Meeting Cadence Dedicated video strategy sessions with your CPA	N/A	Annual	Quarterly	Monthly
Email Support Unlimited answers to tax questions	Unlimited	Unlimited	Unlimited	Priority
Phone/Zoom Support Direct calls with your CPA for complex issues	✗	Unlimited	Unlimited	Priority

Additional Services & Add-ons

Additional State Return

$100 / state

Required if you live or do business in more than one state beyond your plan's included amount.

Additional K-1 Input

$50 / form

Fee for processing complex investment forms beyond your plan limit from partnerships or trusts.

Additional W-2 / 1099

$25 / form

Per form fee if you have more wage or retirement income forms than your plan allows.

Hourly Consultation

$75 / hr

For deep-dive questions and extended consultations outside of your plan's included meetings.

Annual Revenue: $0 - $2M

Starter $399/mo

Essential $499/mo

Pro $599/mo

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Features & Services	Starter $399/month	Essential $499/month	Pro $599/month Best Value
Accounting & Bookkeeping
Paying Bills/AP Processing and scheduling of vendor payments	✓	✓	✓
Invoicing/AR Management Customer billing and systematic collection tracking	✓	✓	✓
Bank/CC Reconciliation Daily matching of financial accounts to ledger	✓	✓	✓
Month-End Close Accuracy check and finalization of monthly books	✓	✓	✓
Financial Statements Delivery of standard P&L and Balance Sheets	✓	✓	✓
Payroll & Contractor Management of staff wages and tax compliance	✗	✗	✓
1099 Prep & Filing Annual reporting for independent contractors	✗	✗	✓
Revenue Recognition Support Tracking income based on service delivery markers	✗	✗	✓
Budgeting & Forecast Comparing actual results against planned targets	✗	✗	✓
Cash Flow Management Tracking and projecting liquidity needs	✗	✗	✓
VCFO Services
Custom KPI Dashboards Visual tracking of your core growth metrics	✗	✗	✓
Cashflow Meetings Strategic sessions for liquidity and runway	Half-Year	Half-Year	Half-Year
Audit Readiness Preparing workpapers for external financial review	✗	✗	✓
Tax Support
Year-End Tax Closing Support Complete preparation and organization for CPA	✓	✓	✓
Governance & Support
Onboarding & Setup Comprehensive system migration and mapping	✓	✓	✓
Support Access Direct channel for account and technical queries	✓	✓	✓
Terminate Anytime Freedom to end service with no exit penalties	✓	✓	✓

Annual Revenue: $2M - $5M

Starter $899/mo

Essential $999/mo

Pro $1,199/mo

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Features & Services	Starter $899/month	Essential $999/month Best Value	Pro $1,199/month
Accounting & Bookkeeping
Complete Accounting Services All core accounting, bookkeeping, and financial services	✓	✓	✓
Payroll & Contractor Management of staff wages and tax compliance	✗	✓	✓
1099 Prep & Filing Annual reporting for independent contractors	✗	✓	✓
Revenue Recognition Support Tracking income based on service delivery markers	✗	✓	✓
Budgeting & Forecast Comparing actual results against planned targets	✗	✓	✓
Cash Flow Management Tracking and projecting liquidity needs	✗	✓	✓
VCFO Services
Custom KPI Dashboards Visual tracking of your core growth metrics	✓	✓	✓
Cashflow Meetings Strategic sessions for liquidity and runway	Quarterly	Quarterly	Quarterly
Profitability Analysis Deep-dive into specific project/product margins	✗	✗	✓
Profit First Advisory Strategic allocation of cash for guaranteed profit	✗	✗	✓
Incentive Plan Design Creating performance-based staff bonus structures	✗	✗	✓
Governance & Support
Internal Controls Oversight of approval workflows to prevent fraud	✓	✓	✓
Audit Readiness Preparing workpapers for external financial review	✓	✓	✓
Board Reporting Professional reporting packs for stakeholders	✗	✓	✓

Annual Revenue: More than $5M

Custom Enterprise Custom Pricing

Features & Services	Custom Enterprise Custom/month Premium
Complete Service Package
Full-Service Accounting & Bookkeeping Comprehensive financial management and bookkeeping	✓
Complete VCFO Services Strategic financial leadership and guidance	✓
Payroll & Tax Compliance Full payroll processing and regulatory compliance	✓
Advanced Financial Modeling Sophisticated forecasting and scenario planning	✓
Profitability Analysis Deep-dive into margins across products and services	✓
Profit First Advisory Strategic cash allocation for guaranteed profitability	✓
Incentive Plan Design Custom performance-based compensation structures	✓
Board Reporting & Governance Executive-level reporting and strategic presentations	✓
Monthly Strategic Meetings Regular executive sessions for planning and review	✓
Dedicated Account Team Assigned team of specialists for your business	✓