Our Packages


Painless, transparent pricing.

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


Starting at $575 /mo
  • Ideal for businesses that need compliance

  • QuickBooks Online Bookkeeping

  • Income tax filing


Starting at $885 /mo
  • Preparation and planning to save you money

  • 1099 filing

  • SOS Statement of information filing

  • IRS/State Income Tax notice assistance


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 $575/mo

Starting at $885/mo

Starting at $1,995/mo




Business tax return (Fed and 1 state)

Individual tax return (Fed and 1 state)

Monthly Bookkeeping - Record, reconcile and review

Access to financial statements (QuickBooks online)

Payroll Services - ADP Partner Payroll (if applicable)

Monitor due dates and compliance

Secure digital tax data management

Monthly newsletter subscription

QuickBooks Online subscription (if applicable

Response Time (2 Business Days)

Reasonable QuickBooks online bookkeeping support

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




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

CA Sales tax returns preparation and filing (if applicable)

CA SOS Statement of information filing (filing fees included)

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

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

Post-preparation income tax return results review

Response Time (1 Business Day)

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

Monthly management meetings (up to 60 minutes each)


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

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

IRS/State Income Tax audit assistance (Protection Plus)

Add On

Add On

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

Current vs prior year comparison & analysis

Annual corporate compliance (minutes)

Year-round reminders, guidance, advice, & recommendations

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

Dedicated team priority support

Response Time (Same Day)

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

Get in touch

5101 E La Palma Ave. Ste 104
Anaheim, California 92807
Let us take your tax and accounting needs off your hands today.