Pricing

Transparent Pricing,
No Surprises

Every business is different — but clarity shouldn’t be.

Five gold stars and the words "Top Rated" in black text.

Refreshing experience. I'm so glad I found Shonty, and I look forward to working with him for a long time.

Jesse Leonardi

PRO

Monthly Fee: Starts at

$997

Consultation

  • Tax Reduction Strategy

  • Bookkeeping: Up to 200 transactions/month

  • Business Income Tax Preparation

  • Tax Planning Meetings: 2x Per Year

  • Financial Reporting: Monthly

  • IRS Notice Response

  • Electronic Bill Pay Services

  • Additional Virtual Consultations: Quarterly (Maximum)

  • Preparation of Annual 1099's (up to 10)

  • 24/7 Cloud Access to Tax Returns and Documents

  • Prioritized Communication System

  • Monthly Newsletter

  • Additional fees will apply:

    • Payroll Services

    • Personal Income Tax Preparation

    • Amended Returns & Backwork

    • One-Time Setup & Installation

    • Sales Tax Filing

    • Unlimited Support

starter

Monthly Fee: Starts at

$597

Consultation

  • Tax Reduction Strategy

  • Bookkeeping:Up to 30 transactions/month

  • Business Income Tax Preparation

  • Tax Planning Meetings:Annual

  • Financial Reporting:Quarterly

  • Additional Virtual Consultations:Annual Meeting

  • Preparation of Annual 1099's (up to 10)

  • 24/7 Cloud Access to Tax Returns & Documents

  • Additional fees will apply:

    • Payroll Services

    • Personal Income Tax Preparation

    • Amended Returns & Backwork

    • One-Time Setup & Installation

    • Sales Tax Filing

    • Unlimited Support

Growing

Monthly Fee: Custom Quoted

$4,497

Consultation

  • Tax Reduction Strategy

  • Full Service Bookkeeping

  • Business Income Tax Preparation

  • Planning Meetings: Biweekly

  • Financial Reporting: Monthly

  • IRS Notice Response

  • Electronic Bill Pay Services

  • Additional Virtual Consultations: Any Time, Scheduled in Advance

  • Preparation of Annual 1099's (up to 10)

  • 24/7 Cloud Access to Tax Returns and Documents

  • Prioritized Communication System

  • Monthly Newsletter

  • Worldwide Pickup/Delivery Service

  • Software Fees Included

  • Additional fees will apply:

    • Payroll Services

    • Personal Income Tax Preparation

    • Amended Returns & Backwork

    • One-Time Setup & Installation

    • Sales Tax Filing

    • Unlimited Support

  • Pricing ranges based on complexity (accounts, employees, transactions).

  • Flat-fee, fixed-scope — no hourly surprises.

  • 30-day easy-exit guarantee on monthly services.

How Our Pricing Works

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