Tax Preparation and Advisory Membership
Your CPA, all year long. Not just once at tax time.
What is included:
✓ Individual and business tax return preparation
✓ Advisory access as needed, including virtual meetings
✓ Quarterly estimated tax calculations and check ins
✓ Secure client portal with chat and document upload
✓ Priority scheduling during tax season
✓ Your rate locked in for as long as you stay a member
Individual
- Starting at
- ✓ Form 1040 individual return
Single Member LLC or Sole Proprietor
+ 1 Individual- Starting at
- ✓ Form 1040 individual return
- ✓ Schedule C business return
Partnership or Multi-Member LLC
+ 1 Individual- Starting at
- ✓ Form 1040 individual return
- ✓ Form 1065 partnership return
S Corporation
+ 1 Individual- Starting at
- 1 Form 1040 individual return
- 1 Form 1120-S S corporation return
Monthly rates start at the amounts above and may change based on your specific tax situation. Your first year is prorated based on the month you begin your membership.
Pricing reflects standard preparation for Florida based returns. Additional forms, schedules, or states may incur additional fees.
Bookkeeping Membership
Together we will select the plan that fits your business best, we grow with you!
Pricing reflects typical engagements. Final pricing may vary based on complexity and volume.
Mini
- For solo owners and light bookkeeping needs
- Transaction Volume: Under 75/mo with 1–3 total accounts
- ✓ Monthly bank & credit card reconciliations
- ✓ Accounts payable: Entry only
- ✓ Accounts receivable: Entry only
- ✓ General ledger maintenance (cash basis only)
- ✓ No payroll processing
- ✓ Portal access to a CPA for questions and concerns
- ✓ Quarterly financial statements
Basic
- For businesses with a modest flow of transactions
- Transaction Volume: Monthly Average 75–150 per month
- Everything in Mini, plus:
- ✓ Payroll: Journal Entry Only
- ✓ Monthly financial statements
Standard
- For growing teams ready for full-service support
- Transaction Volume: Monthly Average 151–300 per month
- Everything in Basic, plus:
- ✓ Accounts payable: Entry or Bill pay
- ✓ Payroll support for up to 3 employees
- ✓ Tax filing preparation assistance
- ✓ 1099 tracking & reporting (filing fees extra)
Plus
- For growing businesses ready to scale up
- Transaction Volume: Monthly Average 301–450 per month
- Everything in Standard, plus:
- ✓ Payroll: Entry or Processing for up to 5 employees
- ✓ Quarterly Estimated Income Tax Payments Planning
Premium
- For high-volume or complex businesses that want it all
- Transaction Volume: Monthly Average 451+ per month
- Everything in Plus, plus:
- ✓ Accounts receivable: Entry or Full invoicing
- ✓ General ledger maintenance available on accrual basis
- ✓ Payroll: Entry or processing for 6+ employees
- ✓ Financial statement analysis & trends
- ✓ Priority support