We'll Serve as your
Outsourced Accountant

Our service is the perfect mix of affordability & competency.  You'll get top-tier advice and services, but with the affordability and convenience of a software.  We've perfected the virtual accounting business, and we're helping democratize high-caliber CPA services.

Pricing Plans

Simple & Affordable Taxes Done by a CPA

All prices are estimates, and we will help determine the right price for you during our kickoff meeting.

Individual Tax Return

$149

Starting at

We want to keep this inexpensive but additional returns will add to the price.

One State Return & Federal Returns
Simple Processing
Virtual meeting & portal
Tax Reduction Planning
Get Started
Business Returns

$444

Starting at

For a single business or single shareholder.

Get discounts when you signup for bookkeeping
Simple Processing
Virtual meeting & portal
Tax Reduction Planning
Get Started
Schedule C Add On

+$75

Schedule C Add On
Get Started
Schedule D Add On

+$100

Schedule D Add On
Get Started
Schedule E Add On

+$100

Schedule E Add On
Get Started
K-1

+$75

K-1 Add On
Get Started
Multi-State Add Ons

+$75

For every additional state you need to file in.
Get Started
EIC

+$250

Earned Income Credit
Get Started
1040NR

+$150

1040 NR
Get Started

Pricing Plans

Outsourced Accounting Services

We also provide full-service tax accounting services for small businesses, where we handle all the bookkeeping, tax reduction planning and more.

Starter

$350-$750

per month

Low levels of complexity & simple tax planning for small businesses.

Year end tax returns
Bookkeeping & Payroll
Pro-active advice
Tax Reduction Planning
Get Started
Growing

$750-$1500

per month

For small to medium sized teams with middle level operations.

Everything from Starter
Mid levels of accounts & transactions
CFO level reporting & coaching
Mid levels of tax schedules & complexity
Operationally more complex
Get Started
Established

$1500-$3500

For larger teams and established companies.

Everything from Growing
Staff alternative, fully outsourced solutions
Higher volume of transactions, employees and complexity
CFO level reporting & coaching
High levels of tax schedules & complexity
Get Started
Lowered Taxes

You'll get highly engaged service, where we bring ideas to the table and conquer the problems at hand.

Save Time & Focus

Perhaps you want to know everything about your books, or maybe you just want to understand the fundamentals. We can guide you and teach you, no matter what level of curiosity you have.

Also, we answer your questions whenever you have them!

Avoid Mistakes & IRS Problems

We'll promptly do everything properly and help protect you from audits.

What's Included in Our Outsourced Accounting Service?

Cleanup Books & Setup Right

We'll make sure your chart of accounts is setup right and we'll reconcile everything. We'll lay the perfect foundation for your accounting.

Tax & Accounting Analysis to Find Opportunities

We'll perform a deep dive into your tax return & operations to look for ways to save in taxes.

Create a Comprehensive Tax Reduction Plan

We'll build a tax reduction plan to help you mitigate immediate, and long term taxes including self employment and income taxes.

Implement the Tax Plan

Unlike many tax plans, we'll actually help you implement the strategies and provide ongoing support to maximize the tax plan we create for you.

Excellent Monthly Bookkeeping

You'll have pristine financial records, and up-to-date books you can manage your business with.

Setup & Run Payroll

We'll make payroll a breeze, and support your team so they never get lost, make mistakes, or waste time.

Pay In Your Taxes According to the Tax Plan

We'll ensure your taxes are paid in appropriately throughout the year so you don't get stuck with a surprise tax bill or overpay taxes that generate a return.

Year End Taxes Made Easy


When we've been doing your books, payroll, tax plans and tax payments throughout the year, your year end tax return goes quick and easy.

Wealth Building Guidance


We'll be the CPA that guides you to build tax efficient wealth and ensure your family never pays taxes that could have been mitigated.

S-Corp Case Study: 
$100,000 Net Profit

Data
Before
After
Net Profits
$100,000
$100,000
($50,000 S-Corp Salary)
Social Security Taxes
$12,400
12.4%
$6,200
12.4%
Medicare Taxes
$2,900
2.9%
$1,450
2.9%
Total SE Taxes Due
$15,300
$7,650

Annual SE Tax Savings

0
$7,650/yr

Get Your Business Unstuck without Breaking the Bank

Build a scalable business & improve profits with our virtual outsourced accounting service.