Monthly Retainer

Pricing

Painless, transparent pricing.

Let us take away your stress and give you back your time. Choose your perfect package today.

Essentials

Starting at $595 /mo
  • Ideal for businesses that need compliance

  • QuickBooks Online Bookkeeping

  • Income tax filing

Pro

Starting at $895 /mo
  • Preparation and planning to save you money

  • 1099 filing

  • Year-end tax projection - Basic

  • IRS/State Income Tax notice assistance

Premium

Starting at $1,995 /mo
  • For businesses who want to accelerate their growth

  • Personal consultation with your virtual CFO

  • Business and financial metric updates / Tax Planning

Pricing Breakdown

See all Options

What level of Success Service is best for you?

Starting at $595/mo

Starting at $895/mo

Starting at $1,995/mo

Essentials

Pro

Premium

COMPLIANCE

Business tax return (Fed and 1 state)

Individual tax return (Fed and 1 state)

Monthly Bookkeeping - Record, reconcile and review

Access to financial reports (QuickBooks Online)

Payroll Services - ADP Partner Payroll (up to 2 employees)

Preparation and filing of year end form 1099 - Based on client provided complete information

X

CA Sales tax returns preparation and filing (if applicable)

X

CA SOS Statement of information filing (filing fees included)

X

CA Prepare and file Business Tangible Property Tax Rendition 571L (if applicable)

X

Annual corporate compliance (minutes)

X

X

ADVISORY

Year-end tax projection - Basic (coordinated with client)

X

IRS/State Income Tax notice assistance (Audits not included - See Add on)

X

Post-preparation income tax return results review

X

IRS Transcript check (transcripts are available May-June, POA required)

X

Monthly management meetings (up to 60 minutes each)

X

X

Year-end individual tax planning & analysis - Basic (excluding advanced tax planning)

X

X

Interim & year end analysis of reasonable officer salary, withholding, estimated tax

X

X

Professional preparation of financial statements on a monthly, quarterly, or annual basis

X

X

Current vs prior year comparison & analysis

X

X

Year round reminders, guidance, advice, & recommendations

X

X

Cloud Accounting value added services: Monitoring of actuals to budget, Auto reports, Dashboards, KPI's

X

X

SUPPORT

Monitor due dates and compliance

Response Time

2 Business Days

1 Business Day

Same Business Day

Reasonable QuickBooks online bookkeeping support

Limited team support - short duration emails, phone calls, & questions (excluding special research / planning)

X

Unlimited team support - short duration emails, phone calls, & questions (excluding special research / planning)

X

X

Dedicated team priority support

X

X

SOFTWARE / SUBSCRIPTION

Secure digital tax data management

Monthly newsletter subscription

QuickBooks Online subscription (if applicable)

Payroll software subscription (if applicable)

Access to Ai Agents

X

ADD-ONS:

IRS/State Income Tax audit assistance (Protection Plus)

Add on

Add on

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Get in touch

5101 E La Palma Ave. Ste 104
Anaheim, California 92807
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