Plans and pricing
Get the level of service you need.
Tax planning
Tax Advisor
Annual Subscription
One plan for all. Great for everyone. Save taxes on your personal, business, and family income taxes.
$3,500/yearly
Get started
- Tax planning
- Implementation assistance
- Revisions: Unlimited
- Recalculation scenarios: Unlimited
- Business tax filings: Up to 3
- Federal personal filing: Unlimited
- State personal filing: Unlimited
- Family plan included: Free for unmarried children. (Adult children must have wages/revenue under $50,000 and must not own any real estate.)
- Fixed asset tracking
Other service fees
Residential cost-seg study
$1,500 per property
Business entity formation
$500 + state fees
State registration annual reports
$150/state + state fees
FinCEN BOI updates
$100/update
Payroll management
$50/month
Tax Recovery
This additional service is for clients that have missed tax saving opportunities on their previous tax returns that were filed with their previous tax professional/accountant.
Complexity
Tax recovered
Recovery fee
Simple
Under $13,000
$0
Basic
Under $25,000
$3,000
Moderate
Under $40,000
$6,000
Complex
Under $90,000
$9,000
Difficult
Over $90,000
$20,000
Applicable cases includes: amendments to previous tax returns that were filed before us; depreciation corrections; back taxes; or catch-up missed tax filings.
This additional fee typically occurs only once when fixing the first round of tax returns for new clients.
Bookkeeping
Save 15% with a yearly plan
Starter
Suitable for solo entrepreneurs that only needs minimum categorization.
$150/monthly
Get started
- Dedicated Bookkeeper
- Cash basis accounting
- QBO subscription included
- Income and expense categorization
- Up to 50 transactions per month
- Fixed asset support
Professional
Popular
Best for small businesses and real estate investors that need monthly financial statements.
$300/monthly
Get started
Everything in the Starter plan, plus:
- Up to 100 transactions per month
- Account reconciliation
- 1099 reporting
- Monthly profit & loss and balance sheet statements
- Capital accounts
Business
Best for businesses with complex accounting needs.
$650/monthly
Get started
Everything in the Professional plan, plus:
- Up to 250 transactions per month
- Accrual basis accounting
- AR/AP support
- Job costing support
- Transaction classes
Enterprise
Best for organization with multiple businesses or significant transaction volume.
Custom
Contact us
Everything in the Business plan, plus:
- Unlimited transactions per month
- Multi-entity support
- Multi-location Support
- Inventory support
- Custom software integrations
Compare features
Features
| Features | ||
|---|---|---|
| Dedicated Bookkeeper | ||
| Cash basis accounting | ||
| QBO subscription | ||
| Income and expense categorization | ||
| Transactions capacity | 50/month | 100/month |
| Fixed asset support | ||
| Account reconciliation | ||
| 1099 reporting | ||
| Profit & Loss and Balance Sheet | Monthly | |
| Capital accounts | ||
| Accrual basis accounting | ||
| AR/AP support | ||
| Job costing support | ||
| Transaction classes | ||
| Multi-entity support | ||
| Multi-location Support | ||
| Inventory support | ||
| Custom software integrations |