Pricing
Manage Your Business’s finances effortlessly with our flexible payment plans.
Choose to spread your payments over a 12-month period or pay upfront – the choice is yours. Each plan is designed to provide comprehensive support tailored to your business needs.
Unmatched Expertise at an Affordable Price for Your Business
Pricing & Packages
Your financial freedom Starts here
2 Week Free Trial included for all new members!
Basic
For small business
$299/monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Popular
Pro
For Small Businesses
$549/monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Enterprise
For Corporations and Non-Profits
$999/monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Custom
Best for Corporate Enterprises & Franchises
$ Call for the price
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Not sure which plan you need? Let us help you
Features
Basic $299
For Growing Businesses, Soloprenuers & Freelancers
Pro $549
For Small Businesses
Enterprise $999
For Corporations and Non-Profits
Custom
Best for Corporate Enterprises & Franchises
Qualifying Revenue
$0 - $250k
$251k - $500k
$501k - $1M
$1M+
Bookkeeping Services
Individual Tax Preparation and Filing for owners and employees
Payroll Processing
1 person
2 - 5 people
6 - 10 people
11+ people
Financial Statement Preparation
Beneficial Ownership Information (BOI) Report Preparation
Tax Strategy
Startup Advisory Services
Annual
Quarterly
Monthly
Financial Planning and Analysis
Corporate Tax Consulting
State Sales & Use Tax
Tax Resolution Services
Government Contracting Assistance
Business Certifications
Virtual CFO Services
Inventory Management
Real Estate and Property Accounting
Basic
For Small Businesses
$245 /monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Popular
Pro
For Small Businesses
$495 /monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Enterprise
For Corporations and Non-Profits
$945 /monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Custom
Best for Corporate Enterprises & Franchises
$ Call for the price
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Not sure which plan you need? Let us help you
Features
Basic $245
For Growing Businesses, Soloprenuers & Freelancers
Pro $495
For Small Businesses
Enterprise $945
For Corporations and Non-Profits
Custom
Best for Corporate Enterprises & Franchises
Qualifying Revenue
$0 - $250k
$251k - $500k
$501k - $1M
$1M+
Bookkeeping Services
Individual Tax Preparation and Filing for owners and employees
Payroll Processing
1 person
2 - 5 people
6 - 10 people
11+ people
Financial Statement Preparation
Beneficial Ownership Information (BOI) Report Preparation
Tax Strategy
Startup Advisory Services
Annual
Quarterly
Monthly
Financial Planning and Analysis
Corporate Tax Consulting
State Sales & Use Tax
Tax Resolution Services
Government Contracting Assistance
Business Certifications
Virtual CFO Services
Inventory Management
Real Estate and Property Accounting
Unmatched Expertise at an Affordable Price for Your Business
Bookkeeping
Starting at
$199
What’s included
- Up to $40,000 in Expenses
- Secure Portal with Document Storage
- Automatic transaction import
- Quarterly Reports
Payroll
Starting at
$238
What’s included
- 16-30 employees/contractors
- PTO Management
- 401(k) plans
- Support for multiple states
Personal Income Tax
Starting at
$2,499
What’s included
- Max Refund Guarantee
- 1040 form
- Prepare and e-file
- PDF upload to Client Portal
- W2 Income
Registered Agent
Only available in FL
$499
What’s included
- Same Day Business Processing
- Annual report reminders
- 24/7 Access to mail and documents through Client Portal
- Use of Our Prime Commercial Address on Documents
LLC
Limited Liability Company
$799
What’s included
- Free Initial Consultation
- Compliance Checks
- Includes Personal 1040 Tax Return
- Estimated Tax Calculations
- Document Storage
Personal Income Tax
Starting at
$2,499
What’s included
- Max Refund Guarantee
- 1040 form
- Prepare and e-file
- PDF upload to Client Portal
- W2 Income
How to start
Get Started
Setup &
Create an account
Confirm & receive
Every Plan Includes
Save Money, Save Time, All in one solution, Success Manager
Set-up company books and payroll
Bookkeeping and payroll training
Monthly categorization of business transactions
Reconciliation of business bank and credit card accounts
Expert review of financial reports
Financial reports package delivered monthly
Close books at end of year and prepare for taxes
Corp, LLC, Partnership, S-Corp formation in your state
Creation of an operating agreement
Obtain Your Tax ID Number (EIN)
File an S Corp election with the IRS
Expert review of financial reports
Employer Registration in your state
Business Checking Account Creation
Provide a registered agent for your business
Alerts for annual compliance filings Offer
Business Plan Assistance
BOI Report
Annual Business Tax Filing
Annual Personal Tax Filing
Quarterly tax estimates
Annual salary recommendations
Owner paycheck calculator
Business income tax returns (federal and states)
Support
Free consultation with a tax advisor
Year-round bookkeeping, payroll, accounting & tax support
A member relationship manager
Newsletters, resource guides, and educational webinars Community
Invoicing***
New hire reports filed with State
Preparation and filing of quarterly payroll returns
Gusto subscription for payroll ($45/month value)
Gusto payroll system training
Employment Taxes
Automated payroll
Unlimited payroll runs Issue and file W-2s/1099's
Provide out of state Employee Assistance
15-day free trial of our services.
People Love Our Financial Services
Services
- Test Software
- Highest Refund Guarantee
- On Demand Customer Service
- 100% Transparency
- Free Tax Consultation
Prominent Financial
Competitors
TrustedExperts, Exceptional Financial Services
Experience the expertise of our trusted professionals.
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to address your questions and concerns.
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