Welcome to our dedicated business services pricing page, tailored specifically for businesses seeking comprehensive accounting and tax preparation services. Understanding the unique challenges and complexities businesses face, we’ve developed a structured pricing structure that caters to a broad spectrum of business sizes, from burgeoning startups to established enterprises.
For our Individual Pricing Click Here
For Single Member LLC’s, your scenario would qualify under Individual Pricing
Our goal is to provide exceptional value through expert assistance and strategic advice, ensuring your business not only complies with tax laws but thrives financially.
Our business packages are categorized into four levels – Starter, Foundation, Growth, and Scale – each designed to match the specific needs and challenges of your business at different stages of growth.
Plan Options and Pricing at a Glance
Starter Level
Up to $3,700 per year: Ideal for startups, self employed individuals, and side businesses with simple operations. Covers core business tax compliance, payroll and QuickBooks setup, plus limited CPA consultation. Designed for businesses earning up to $90,000 annually that want a structured entry point into CPA support.
Learn More | Request Consultation
Foundation Level
$4,500 per year: Best for one person firms and newer businesses ready for more complete tax and compliance coverage. Includes a full business return, a sole owner individual return, asset depreciation, and estimated tax calculations. Suitable for businesses with up to $650,000 in annual revenue seeking a long term CPA relationship.
Learn More | Request Consultation
Growth Level
$4,900 to $10,000 per year: Built for growing companies with payroll, inventory, or multi state operations. Adds expanded asset coverage, additional state filings, payroll management, and multiple owner returns. Ideal for businesses earning between $650,000 and $1,950,000 annually that require more hands on support.
Learn More | Request Consultation
Scale Level
Custom quote: Designed for high revenue and high complexity businesses that need a fully customized accounting and tax solution. Includes unlimited filings, owners, and states, with services tailored to operational and compliance demands. Best for organizations earning over $1,950,000 annually that value proactive, strategic CPA involvement.
Learn More | Request Consultation
Comparison Table:
| Starter Level | Foundation Level | Growth Level | Scale Level | |
|---|---|---|---|---|
| Best For | Startup owners, self-employed or clients who run a side gig while working for an employer, who want to gradually transition all services to a CPA. Up to $90,000 in annual revenue. | One-person firms, taxpayers who started their businesses within the last year, firms with very low transaction volume, and those who want to establish a relationship with a CPA. Up to $650,000 in annual revenue. | Same as Foundation, plus companies with payroll for 2 to 21 people, and all companies with Inventory/Cost of Goods Sold cycle. Best for multi-state e-commerce sellers, heavy-volume food and drink establishments and construction companies. Between $650,000 and $1,950,000 in annual revenue. | Same as Growth, plus companies with payroll over 21 people, larger law firms and healthcare providers, franchisees, and successful small and medium-size businesses. Over $1,950,000 in annual revenue. |
| Coverage |
Popular package:
|
Everything included in the Starter Level coverage plus
|
Everything included in the Foundation level coverage plus
|
Unlimited forms, states and individual/entity owners. Exclusions
and Restrictions apply*.
|
| Pricing before add-ons | Up to $3,700 per year (services can be bought separately) | $4,500 per year (services can be bought separately) | From $4,900 to $10,000 per year (services can be bought separately) | Custom Quote required (services can be bought separately) |
| What you should expect | With selected add-ons below, most clients in this tier fall between $4,200–$5,800 depending on activity volume and cleanup needs | With selected add-ons below, most clients in this tier fall between $6,600–$8,500 depending on activity volume and cleanup needs | With selected add-ons below, most clients in this tier fall between $9,000–$13,200 depending on activity volume and cleanup needs | A highly customized approach taking into account your unique situation |
| Add-Ons Available (Pricing for each level) – Optional | ||||
| IRS/State Audit Proofing | $450 one-time fee | $850 one-time fee | $1735 one-time fee | $2415 one-time fee |
| Accounting/Bookkeeping/Payroll | In most cases, $80/mo to $150/mo. Accurate quotes will be issued once the exact scope is known. | In most cases, $150/mo to $400/mo. Accurate quotes will be issued once the exact scope is known. | In most cases, $400/mo to $1,800/mo. Accurate quotes will be issued once the exact scope is known. | $1,800/mo and above. Accurate quotes will be issued once the exact scope is known. |
| Prior Period Cleanup/Corrections | In most cases, $100 to $1,900 one-time fee. Accurate quotes will be issued once the exact scope is known. | In most cases, $300 to $2,800 one-time fee. Accurate quotes will be issued once the exact scope is known. | In most cases, $600 to $4,800 one-time fee. Accurate quotes will be issued once the exact scope is known. | In most cases, $900 to $8,800 one-time fee. Accurate quotes will be issued once the exact scope is known. |
| Prior Period Tax Amendments | Up to $1,000 per year | Up to $1,200 per year | Up to $2,500 per year | Up to $5,500 per year |
| Analytical/Planning | Starts at $1,000 per year (often one-time fee). Accurate quotes will be issued once the exact scope is known. | Starts at $1,200 per year (often one-time fee). Accurate quotes will be issued once the exact scope is known. | Starts at $1,700 per year (often one-time fee). Accurate quotes will be issued once the exact scope is known. | Starts at $2,000 per year (often one-time fee). Accurate quotes will be issued once the exact scope is known. |
| Outsourced CFO | Starts at $1,900 per year. Accurate quotes will be issued once the exact scope is known. | Starts at $2,500 per year. Accurate quotes will be issued once the exact scope is known. | Starts at $4,500 per year. Accurate quotes will be issued once the exact scope is known. | Starts at $7,500 per year. Accurate quotes will be issued once the exact scope is known. |
| Light Duty (basic add-ons from the list above) | $2,600 per year + $650 one-time fee (see what’s included below) | $2,800 per year + $650 one-time fee (see what’s included below) | $3,900 per year + $650 one-time fee (see what’s included below) | $5,100 per year + $650 one-time fee (see what’s included below) |
| Heavy Duty (combines all add-ons and typically recommended when there is a need for multi-year cleanup, multiple amended returns, significant compliance failures, high transaction volume and peace of mind is paramount). | To be Quoted based on the scope | To be Quoted based on the scope | To be Quoted based on the scope | To be Quoted based on the scope |
| Customized Plan (we create a custom package for you) | To be Quoted based on the scope | To be Quoted based on the scope | To be Quoted based on the scope | To be Quoted based on the scope |
Starter Level Business Plan
- Request a Consultation: Custom quote and onboarding discussion required
- Best For: Startup owners, self employed individuals, or clients running a side gig while also working for an employer. Designed for those who want to gradually transition business and tax services to a CPA. Suitable for businesses with up to $90,000 in annual revenue.
- Coverage:
- Business tax return, Form 1120, 1120S, or 1065, federal plus one state
- For up to two business owners
- Payroll setup
- QuickBooks setup
- One hour tax consultation
- Ongoing email support for routine yes or no questions
- Unless owner(s) want to apply for an election to be taxed as an S or C corporation based on the existing single-member LLC, please refer to our Individual Pricing page.
- Pricing Before Add Ons:
- Up to $3,700 per year.
- Services may also be purchased separately.
- What You Should Expect:
- With selected add ons, most clients in this tier fall between $4,200 and $5,800 depending on transaction volume and cleanup needs.
Add Ons Available for Starter Level
- IRS or State Audit Proofing:
- $450 one time fee
- Accounting, Bookkeeping, and Payroll:
- In most cases, $80 per month to $150 per month
- Accurate quotes provided once scope is confirmed
- Prior Period Cleanup or Corrections:
- In most cases, $100 to $1,900 one time fee
- Accurate quotes provided once scope is confirmed
- Prior Period Tax Amendments:
- Up to $1,000 per year
- Analytical or Planning Services:
- Starts at $1,000 per year, often a one time fee
- Accurate quotes provided once scope is confirmed
- Outsourced CFO Services:
- Starts at $1,900 per year
- Accurate quotes provided once scope is confirmed
- Light Duty Package:
- $2,600 per year plus a $650 one time fee
- Includes basic add ons from the list above
- Heavy Duty Package:
- Quoted based on scope
- Typically recommended for multi year cleanup, multiple amended returns, significant compliance issues, or high transaction volume
- Customized Plan:
- Fully custom package built around your specific needs
- Pricing quoted based on scope
Foundation Level Business Plan
- Request a Consultation: Custom quote and onboarding discussion required
- Best For: One person firms, taxpayers who started their businesses within the last year, firms with very low transaction volume, and business owners who want to establish an ongoing relationship with a CPA. Suitable for businesses with up to $650,000 in annual revenue.
- Coverage:
- Everything included in the Starter Level coverage
- For up to two business owners
- Main business tax return, Form 1120, 1120S, or 1065, federal plus one state
- Up to five fixed assets for depreciation
- Individual income tax returns for one or two owners
- Shareholder or partner basis validation and calculation
- Estimated tax calculation using the safe harbor method
- One hour tax consultation
- Ongoing email support for routine yes or no questions
- Exclusions and restrictions apply
- Unless owner(s) want to apply for an election to be taxed as an S or C corporation based on the existing single-member LLC, please refer to our Individual Pricing page.
- Pricing Before Add Ons:
- $4,500 per year
- Services may also be purchased separately.
- What You Should Expect:
- With selected add ons, most clients in this tier fall between $6,600 and $8,500 depending on transaction volume and cleanup needs.
Add Ons Available for Foundation Level
- IRS or State Audit Proofing:
- $850 one time fee
- Accounting, Bookkeeping, and Payroll:
- In most cases, $150 per month to $400 per month
- Accurate quotes provided once scope is confirmed
- Prior Period Cleanup or Corrections:
- In most cases, $300 to $2,800 one time fee
- Accurate quotes provided once scope is confirmed
- Prior Period Tax Amendments:
- Up to $1,200 per year
- Analytical or Planning Services:
- Starts at $1,200 per year, often a one time fee
- Accurate quotes provided once scope is confirmed
- Outsourced CFO Services:
- Starts at $2,500 per year
- Accurate quotes provided once scope is confirmed
- Light Duty Package:
- $2,800 per year plus a $650 one time fee
- Includes basic add ons from the list above
- Heavy Duty Package:
- Quoted based on scope
- Typically recommended for multi year cleanup, multiple amended returns, significant compliance issues, or high transaction volume
- Customized Plan:
- Fully custom package built around your specific needs
- Pricing quoted based on scope
Growth Level Business Plan
- Request a Consultation: Custom quote and onboarding discussion required
- Best For: Businesses that meet the Foundation Level criteria and have grown in complexity. Ideal for companies with payroll for two to twenty one employees and all businesses with inventory or cost of goods sold cycles. Commonly suited for multi state ecommerce sellers, high volume food and beverage establishments, and construction companies. Designed for businesses with annual revenue between $650,000 and $1,950,000.
- Coverage:
- Everything included in the Foundation Level coverage
- Up to fifteen fixed assets for depreciation
- Two additional state returns
- Payroll management for up to ten employees, including initial setup and ad hoc changes
- Foreign parent entity and or one or more foreign partners or shareholders
- Individual income tax returns for up to four shareholders or partners
- Exclusions and restrictions apply
- Unless owner(s) want to apply for an election to be taxed as an S or C corporation based on the existing single-member LLC, please refer to our Individual Pricing page.
- Pricing Before Add Ons:
- From $4,900 to $10,000 per year
- Services may also be purchased separately.
- What You Should Expect:
- With selected add ons, most clients in this tier fall between $9,000 and $13,200 depending on transaction volume, payroll complexity, and cleanup needs.
Add Ons Available for Growth Level
- IRS or State Audit Proofing:
- $1,735 one time fee
- Accounting, Bookkeeping, and Payroll:
- In most cases, $400 per month to $1,800 per month
- Accurate quotes provided once scope is confirmed
- Prior Period Cleanup or Corrections:
- In most cases, $600 to $4,800 one time fee
- Accurate quotes provided once scope is confirmed
- Prior Period Tax Amendments:
- Up to $2,500 per year
- Analytical or Planning Services:
- Starts at $1,700 per year, often a one time fee
- Accurate quotes provided once scope is confirmed
- Outsourced CFO Services:
- Starts at $4,500 per year
- Accurate quotes provided once scope is confirmed
- Light Duty Package:
- $3,900 per year plus a $650 one time fee
- Includes basic add ons from the list above
- Heavy Duty Package:
- Quoted based on scope
- Typically recommended when there is multi year cleanup, multiple amended returns, significant compliance gaps, or very high transaction volume
- Customized Plan:
- Fully custom package built around your specific operational and compliance needs
- Pricing quoted based on scope
Scale Level Business Plan
- Request a Consultation: Custom quote and onboarding discussion required
- Best For: Businesses that meet the Growth Level criteria and require a highly customized, hands on approach. Designed for companies with payroll exceeding twenty one employees, larger law firms and healthcare providers, franchisees, and successful small and medium size businesses. Suitable for organizations with annual revenue over $1,950,000.
- Coverage:
- Everything included in the Growth Level coverage
- Unlimited forms and schedules
- Unlimited state filings
- Unlimited individual and entity owners
- Highly customized compliance and reporting structure
- Exclusions and restrictions apply
- Unless owner(s) want to apply for an election to be taxed as an S or C corporation based on the existing single-member LLC, please refer to our Individual Pricing page.
- Pricing Before Add Ons:
- Custom quote required
- Services may also be purchased separately.
- What You Should Expect:
- A tailored engagement that reflects your business complexity, transaction volume, compliance needs, and strategic goals
- Pricing is determined based on scope, risk profile, and service intensity
Add Ons Available for Scale Level
- IRS or State Audit Proofing:
- $2,415 one time fee
- Accounting, Bookkeeping, and Payroll:
- $1,800 per month and above
- Accurate quotes provided once scope is fully defined
- Prior Period Cleanup or Corrections:
- In most cases, $900 to $8,800 one time fee
- Accurate quotes provided once scope is confirmed
- Prior Period Tax Amendments:
- Up to $5,500 per year
- Analytical or Planning Services:
- Starts at $2,000 per year, often a one time fee
- Accurate quotes provided once scope is confirmed
- Outsourced CFO Services:
- Starts at $7,500 per year
- Accurate quotes provided once scope is confirmed
- Light Duty Package:
- $5,100 per year plus a $650 one time fee
- Includes basic add ons from the list above
- Heavy Duty Package:
- Quoted based on scope
- Typically recommended when there are significant compliance failures, multi year cleanup needs, complex ownership structures, or very high transaction volume where peace of mind is paramount
- Customized Plan:
- Fully bespoke service package designed around your operational, financial, and strategic requirements
- Pricing quoted based on scope