Pricing Plan 1

Let's Check Our Pricing Plan For You 2

Standard
$652 /Monthly
  • Everything included in Business Tax plan plus:
  • Individual returns
  • Tax planning guidance
Basic
$1000 /Monthly
  • Dedicated Onboarding Advisor
  • Chart of accounts creation or restructure
  • Accounting platform setup (Xero or QuickBooks Online)
  • Prior bookkeeping cleanup (uncategorized transactions, reconciliations, catch-up entries)
  • App integrations (e.g., A2X/Amazon, Shopify, Stripe/PayPal, Bill.com, Gusto, Ramp/Brex)
Premium
$8000 Year
  • Dedicated CFO support
  • Monthly reporting & dashboards
  • Strategic planning
  • Cash flow analysis