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Tax Return CPA
Ideal For Solo entrepreneurs who want essential compliance support while staying closely engaged in day-to-day financial management.
$
249+
/ Month
- Tax Returns & Filings
- Wage & Dividend Payments
- Financial Statements
- Add-ons:
- Payroll- $49/month
- Quarterly Bookkeeping- $100+/month
Your Involvement:
High- You remain closely engaged in the
management of financial processes.
Performance CPA
Ideal For Small business owners ready to save time by partnering with financial experts-delegating routine tasks to focus more on scaling operations.
$
399+
/ Month
- Tax Returns & Filings
- Wage & Dividend Payments
- Financial Statements
- Monthly Bookkeeping
- Business Performance Reports
- Add-ons:
- Payroll- $49/month
Your Involvement:
Moderate – You gain some independence & share financial tasks with our team.
Strategic CPA
Ideal For Business owners who want to offload financial management to experts to free up time and energy for greater scaling & growth initiatives.
$
999+
/ Month
- Tax Returns & Filings
- Wage & Dividend Payments
- Financial Statements
- Monthly Bookkeeping
- Business Performance Reports
- Owner (1) personal tax return
- Owner (1) tax planning
- Add-ons :
- Payroll- $49/month
Your Involvement:
Minimal- We manage financial operations so you can focus fully on your business.