Flexible Pricing for CPA Firms
Transparent engagement models for seasonal tax support or year-round bookkeeping — tailored to your volume.
Choose How You Engage
Final pricing depends on return complexity, volume, and turnaround needs. These packages are a starting point — request a custom quote for your firm.
Seasonal Support
Ideal for busy tax season overflow
Custom / season
- 1040 / 1065 / 1120S / 1120 / 990 support
- Defined turnaround windows
- NDA + encrypted file exchange
- Organized workpapers for review
- U.S. hours collaboration (EST)
Most Popular
Monthly Partnership
Ongoing bookkeeping + tax support
Custom / month
- Dedicated capacity for your firm
- QuickBooks / Xero bookkeeping
- Monthly reporting & reconciliations
- Priority turnaround
- Progress updates & account coordination
- Scale up during peak season
Project-Based
Cleanup, catch-up, or special projects
Custom / project
- Year-end cleanup & trial balance
- Catch-up bookkeeping
- M-1/M-2 & K-1 preparation
- Fixed-scope deliverables
- Clear timeline before kickoff
What’s Included in Every Engagement
- Signed NDA and confidential handling of client data
- Encrypted portal for document exchange
- Work prepared for CPA review — not white-label substitution without agreement
- Communication during Monday–Friday, 9 AM – 5 PM EST
- No long-term lock-in unless you choose a partnership plan
Email [email protected] with your estimated volume for a tailored quote.
Need a Custom Quote?
Tell us your software stack, return mix, and expected volume — we’ll respond with a clear proposal.
Get a Free Quote