Pricing
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Irving CPA firm serving DFW entrepreneurs — from tax strategy and IRS resolution in Irving to bookkeeping and business advisory.
Published Pricing
Monthly Service Tiers
Most firms make you ask. We publish ours.
Launch
$150 / month
Price locked for 36 months from enrollment. Upgrade path available at any time. Client Advantage discount does not apply to this tier.
Bookkeeping
$300 / month
Accounting
$500 / month
CFO
$1,000 / month
Final fee depends on case complexity, number of tax years involved, balance owed, whether enforcement action is active, and the condition of your records. Scope and fee are confirmed in a written engagement letter before work begins.
The Client Advantage
Clients on the Bookkeeping, Accounting, or CFO tier receive 50% off ancillary services — IRS resolution, tax planning and strategy, business advisory, and Audit Co-Pilot. The monthly tier often pays for itself against a single resolution engagement.
Client Advantage applies to the Bookkeeping, Accounting, and CFO tiers. It does not apply to the Launch tier.
Published fees are honored for at least 30 days following the last date of publication, as required by 31 CFR 10.30(b). Monthly tier pricing covers the services listed for that tier; work outside the listed scope is quoted separately in a written engagement letter. Final scope and fees are confirmed in the engagement letter.
Tax Strategy & Planning
Advanced tax planning and optimization strategies to minimize your tax liability legally and effectively.
Final fee depends on case complexity, number of tax years involved, balance owed, whether enforcement action is active, and the condition of your records. Scope and fee are confirmed in a written engagement letter before work begins.
Tax Compliance (Preparation)
Complete tax preparation, filing, and compliance services for individuals and businesses.
Final fee depends on case complexity, number of tax years involved, balance owed, whether enforcement action is active, and the condition of your records. Scope and fee are confirmed in a written engagement letter before work begins.
IRS Resolution
IRS representation and tax problem resolution services to resolve your tax issues professionally.
Final fee depends on case complexity, number of tax years involved, balance owed, whether enforcement action is active, and the condition of your records. Scope and fee are confirmed in a written engagement letter before work begins.
Tax Controversy Representation
Representation before the IRS under Treasury Circular 230, including examinations, appeals, and collection matters. Not legal representation. Matters requiring an attorney are referred to outside counsel.
Final fee depends on case complexity, number of tax years involved, balance owed, whether enforcement action is active, and the condition of your records. Scope and fee are confirmed in a written engagement letter before work begins.