1099 NECs Filing Due Jan 31 2026 | S-Corp & LLC Filing Due Mar 15 2026 | Individuals & C-Corps Filing Due Apr 15 2026
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Simple, transparent pricing plans for Bookkeeping, Tax & Financial Planning & Analysis with CFO services

Basic

Starts at
$200
Billing annually

Best for new or small businesses that need simple, reliable support with registration, licensing, and essential compliance.

What's included:

  • 1 Business Day Processings
  • Unlimited Phone/Email Support
  • Unlimited Name Availability Searches
  • Prepare and File Articles of Incorporation
  • Banking Resolution
  • Bank account opening assistance
  • Access to Scanned Documents Online
  • The New LLC/Corporation Handbook (Exclusive)
  • Free Company Alerts (Exclusive)
  • FREE Business Tax Consultation

Contact Sales

Complete

Starts at
$500
Billed annually

Best for businesses that want a fully managed solution covering all registration, licensing, compliance, and advanced regulatory needs—end-to-end.

What's included:

  • 1 Business Day Processings
  • Unlimited Phone/Email Support
  • Unlimited Name Availability Searches
  • Prepare and File Articles of Incorporation
  • Banking Resolution
  • Bank account opening assistance
  • Access to Scanned Documents Online
  • The New LLC/Corporation Handbook (Exclusive)
  • Free Company Alerts (Exclusive)
  • OBTAIN Federal Tax ID
  • Registered Agent Service
  • FREE Business Tax Consultation

Contact Sales

Additional Services

BasicEntrepreneurComplete
OBTAIN Federal Tax ID$100--
Registered Agent Service$120/year$50/year-
Prepare S-Corporation Election$50$50$50
ITIN Application$500$500$500
AmendmentStarting $299 + State FeesStarting $299 + State FeesStarting $299 + State Fees
Annual Reports$199 / state + Filing fee$199 / state + Filing fee$199 / state + Filing fee
BOI Report$150 / year$150 / year$150 / year
Dissolution and WithdrawalStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
Articles of ReinstatementStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
Certificate of Good Standing$175 + State Fees$175 + State Fees$175 + State Fees
Certified Copies$85 + State Fees$85 + State Fees$85 + State Fees
Managed Doing Business As (DBA) ServicesStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
DomesticationStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
Foreign QualificationStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
Contact SalesContact SalesContact Sales
Monthly Annually

Essentials

Starts at
$--
$15,000 in monthly expenses

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

What's included:

  • Real-time visibility into your finances
  • Cash-based P&L and balance sheet based on your bank and credit card activity
  • Bank and Credit Card Reconciliations
  • Standard chart of accounts
  • Year-end tax package for your tax preparer
  • Support from your dedicated US-based bookkeeping team in-app and over email

Contact Sales

Custom

Starts at $
Contact us

Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.

Custom plans can include:

  • Everything in Essentials or Core
  • Income tax filings and tax planning
  • Sales tax management
  • R&D tax credit
  • CFO advisory, financial planning, and fundraising support
  • Payroll Management
  • Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers

Contact Sales

Personal Filing

Starts at
$500/ Filing
Billed annually

Annual income tax filing for individuals (includes sole prop or single-member LLC)

What's Included:

  • Historical tax return check
  • Entity structure recommendation
  • Year-round supports
Contact Sales

Business Filing

Starts at
$800/Filing
Billed annually

Annual income tax filing for businesses such as a partnership, s-corp, or c-corp

What's Included:

  • Schedule-C
  • Partnership
  • S-Corp
  • C-Corp
  • Year-round support

Contact Sales

Tax Planning

Starts at
$2000/Plan
Billed annually

Tax planning services to help lower taxes on your yearly earned income or reduce or defer tax when selling assets

What's Included:

  • Tax plan report
  • Tax scenario analysis
  • Estimated tax payment plan

Contact Sales

Additional Services

Personal FilingBusiness FilingTax Planning
Additional state income tax filings$100 / State$200 / State-
Annual/Franchise Returns$200 / Return$200 / Return-
Zero-Dollar Return$300 / Return-
83(b) Election$100--
Change in Accounting Method (3115)$200 / Change-
Additional Return- Personal$450 / Return$450 / Return-
Additional Return- Personal$600 / Return$600 / Return-
1099 Filings-$100 / Filing-
Foreign Subsidiary 5471$300 / Shareholder$300 / Shareholder-
Foreign Shareholder Return 5472-$200 / Shareholder-
FBAR (114) Reporting-$200 / FBAR-
FinCEN Beneficial Ownership
Information
$200$200-
Tax Consulting ServiceStarts at $150 / HourStarts at $150 / Hour-
Signed CPA Letter$300 / Letter300 / Letter-
Contact SalesContact SalesContact Sales
Quarterly Annually

Essentials

Starts at
$--

Best for: companies seeking to analyze business performance and discover key insights.

What's included:

  • Custom financial model with strategic insights
  • Budget vs actuals variance analysis
  • Scenario planning model
  • Industry-specific KPI dashboard
  • Monthly call with your CFO
Contact Sales

Custom

Starts at

Best for: growing companies who need a finance leader but not ready for a six-figure hire.

Custom plans can include:

  • Everything in Essentials
  • 13-Week Cash Flow Analysis
  • Investor updates & board presentations
  • Fundraising insights & equity story
  • Compensation planning and benchmarking
  • Acquisition and GTM strategy
  • Monetization and pricing strategy
  • Strategic planning & OKRs
  • Weekly calls with your CFO

Contact Sales

Basic

Starts at
$200
Billing annually

Best for new or small businesses that need simple, reliable support with registration, licensing, and essential compliance.

What's included:

  • 1 Business Day Processings
  • Unlimited Phone/Email Support
  • Unlimited Name Availability Searches
  • Prepare and File Articles of Incorporation
  • Banking Resolution
  • Bank account opening assistance
  • Access to Scanned Documents Online
  • The New LLC/Corporation Handbook (Exclusive)
  • Free Company Alerts (Exclusive)
  • FREE Business Tax Consultation

Contact Sales

Complete

Starts at
$500
Billed annually

Best for businesses that want a fully managed solution covering all registration, licensing, compliance, and advanced regulatory needs—end-to-end.

What's included:

  • 1 Business Day Processings
  • Unlimited Phone/Email Support
  • Unlimited Name Availability Searches
  • Prepare and File Articles of Incorporation
  • Banking Resolution
  • Bank account opening assistance
  • Access to Scanned Documents Online
  • The New LLC/Corporation Handbook (Exclusive)
  • Free Company Alerts (Exclusive)
  • OBTAIN Federal Tax ID
  • Registered Agent Service
  • FREE Business Tax Consultation

Contact Sales

Additional Services

BasicEntrepreneurComplete
OBTAIN Federal Tax ID$100--
Registered Agent Service$120/year$50/year-
Prepare S-Corporation Election$50$50$50
ITIN Application$500$500$500
AmendmentStarting $299 + State FeesStarting $299 + State FeesStarting $299 + State Fees
Annual Reports$199 / state + Filing fee$199 / state + Filing fee$199 / state + Filing fee
BOI Report$150 / year$150 / year$150 / year
Dissolution and WithdrawalStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
Articles of ReinstatementStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
Certificate of Good Standing$175 + State Fees$175 + State Fees$175 + State Fees
Certified Copies$85 + State Fees$85 + State Fees$85 + State Fees
Managed Doing Business As (DBA) ServicesStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
DomesticationStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
Foreign QualificationStarting $300 + State FeesStarting $300 + State FeesStarting $300 + State Fees
Contact Sales Contact Sales Contact Sales
Monthly Annually

Essentials

Starts at
$--
$15,000 in monthly expenses

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

What's included:

  • Real-time visibility into your finances
  • Cash-based P&L and balance sheet based on your bank and credit card activity
  • Bank and Credit Card Reconciliations
  • Standard chart of accounts
  • Year-end tax package for your tax preparer
  • Support from your dedicated US-based bookkeeping team in-app and over email

Contact Sales

Custom

Starts at $
Contact us

Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.

Custom plans can include:

  • Everything in Essentials or Core
  • Income tax filings and tax planning
  • Sales tax management
  • R&D tax credit
  • CFO advisory, financial planning, and fundraising support
  • Payroll Management
  • Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers

Contact Sales

Personal Filing

Starts at
$500/ Filing
Billed annually

Annual income tax filing for individuals (includes sole prop or single-member LLC)

What's Included:

  • Historical tax return check
  • Entity structure recommendation
  • Year-round supports
Contact Sales

Business Filing

Starts at
$800/Filing
Billed annually

Annual income tax filing for businesses such as a partnership, s-corp, or c-corp

What's Included:

  • Schedule-C
  • Partnership
  • S-Corp
  • C-Corp
  • Year-round support

Contact Sales

Tax Planning

Starts at
$2000/Plan
Billed annually

Tax planning services to help lower taxes on your yearly earned income or reduce or defer tax when selling assets

What's Included:

  • Tax plan report
  • Tax scenario analysis
  • Estimated tax payment plan

Contact Sales

Additional Services

Personal FilingBusiness FilingTax Planning
Additional state income tax filings$100 / State$200 / State-
Annual/Franchise Returns$200 / Return$200 / Return-
Zero-Dollar Return$300 / Return-
83(b) Election---
Change in Accounting Method (3115)$200 / Change-
Additional Return- Personal$450 / Return$450 / Return-
Additional Return- Personal$600 / Return$600 / Return-
1099 Filings-$100 / Filing-
Foreign Subsidiary 5471$300 / Shareholder$300 / Shareholder-
Foreign Shareholder Return 5472-$200 / Shareholder-
FBAR (114) Reporting-$200 / FBAR-
FinCEN Beneficial Ownership
Information
$200$200-
Tax Consulting ServiceStarts at $150 / HourStarts at $150 / Hour-
Signed CPA Letter$300 / Letter300 / Letter-
Contact Sales Contact Sales Contact Sales
Quarterly Annually

Essentials

Starts at
$--

Best for: companies seeking to analyze business performance and discover key insights.

What's included:

  • Custom financial model with strategic insights
  • Budget vs actuals variance analysis
  • Scenario planning model
  • Industry-specific KPI dashboard
  • Monthly call with your CFO
Contact Sales

Custom

Starts at

Best for: growing companies who need a finance leader but not ready for a six-figure hire.

Custom plans can include:

  • Everything in Essentials
  • 13-Week Cash Flow Analysis
  • Investor updates & board presentations
  • Fundraising insights & equity story
  • Compensation planning and benchmarking
  • Acquisition and GTM strategy
  • Monetization and pricing strategy
  • Strategic planning & OKRs
  • Weekly calls with your CFO

Contact Sales