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Pricing Plan 1
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Pricing
Plan For You 2
Standard
$652
/Monthly
Purchase Now
Everything included in Business Tax plan plus:
Individual returns
Tax planning guidance
Basic
$1000
/Monthly
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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
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Dedicated CFO support
Monthly reporting & dashboards
Strategic planning
Cash flow analysis