Pricing
What Do You Need Help With?
Tell us your situation and we'll show you exactly what we do — and what it costs.
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
Scope: up to 50 transactions per month, 1 bank account + 1 card, and revenue under $250,000. Payroll, cleanup work, and tax returns are not included. If usage exceeds scope for two consecutive months, we move you to the plan that fits with 30 days' written notice. Client Advantage does not apply to Launch.
Bookkeeping
$300 / month
Comprehensive bookkeeping services to maintain accurate financial records and ensure compliance.
- Monthly Reconciliation
- Financial Statements
- Transaction Recording
- Cloud-Based Solutions
Accounting
$500 / month
Professional accounting services with GAAP-compliant financial statements and reporting.
- Monthly Financial Statements
- Cash Flow Analysis
- Budget vs Actual Reports
- Key Performance Indicators
CFO Essentials
$1,000 / month
Part-time CFO services for strategic financial leadership without the full-time commitment.
- Strategic Financial Planning
- Cash Flow Management
- Financial Forecasting
- Board Meeting Support
Larger CFO scope
Quoted from $2,500 / month
Add-ons are scoped with your plan
Payroll, Bank reconciliation, Accounts payable / receivable — quoted with your plan.
CFO Essentials includes budgeting, kpi dashboards, cash-flow planning, strategic planning.
Final fee depends on monthly transaction volume, number of bank and card accounts, payroll headcount, and the condition of your records. Scope and fee are confirmed in a written engagement letter before work begins. Government filing fees are not included and are paid by the client.
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 readiness support. The monthly tier often pays for itself against a single resolution engagement. Client Advantage does not apply to audits, reviews or compilations. If we keep your books, an independent CPA firm performs any audit or review of those financial statements.
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.
IRS Resolution
The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited.
Published service fees:
| Service | Fee |
|---|---|
| Free Notice Decoder / free path. The free decoder explains your notice from its type and date. No documents are uploaded at the free step. | Free |
| Notice Review. Send us your IRS notice along with your own transcripts. We tell you what the notice is, what it means, and what the issues appear to be at a high level. This is information, not tax advice. | $97 |
| Transcript Pull. Don't have your transcripts, or can't get them? We pull them for you under Form 8821 and send them with written findings. Many clients use their transcripts to bring their filings up to date with their own tax preparer. | $150 per tax year |
| Case Analysis. We pull your transcripts, analyze your whole situation, and give you a written do-it-yourself plan. | $497 |
| Representation. Power of attorney (Form 2848) and we represent you before the IRS. Flat $1,000. | $1,000 |
Resolution work (Phase 2): Fixed by work type and amount owed. See the table in the Resolution Fee Estimator.
Unpaid invoices:
- Reminder at 15 days.
- At 30 days, written notice that work is paused and the date we will withdraw.
- At 45 days, withdrawal of our authorization, with a letter listing every IRS deadline the client must still meet.
- Records are returned on request.
Fixed fees, confirmed in writing before work begins. Not a guarantee of any IRS outcome. We never charge a percentage of tax saved. Amounts paid to the IRS are not included and are paid by you. These include installment agreement user fees, the Offer in Compromise application fee and initial payment, and any tax, penalty or interest owed. Low-income taxpayers may qualify for waivers of some IRS fees.
Tax Strategy & Planning
Advanced tax planning and optimization strategies to minimize your tax liability legally and effectively.
Final fee depends on the number of entities and returns, income sources, states involved, 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 the number of entities and returns, income sources, states involved, and the condition of your records. Scope and fee are confirmed in a written engagement letter before work begins.
IRS Resolution
Free — Free Notice Decoder / free path. The free decoder explains your notice from its type and date. No documents are uploaded at the free step. $97 — Notice Review. Send us your IRS notice along with your own transcripts. We tell you what the notice is, what it means, and what the issues appear to be at a high level. This is information, not tax advice. $150 per tax year — Transcript Pull. Don't have your transcripts, or can't get them? We pull them for you under Form 8821 and send them with written findings. Many clients use their transcripts to bring their filings up to date with their own tax preparer. $497 — Case Analysis. We pull your transcripts, analyze your whole situation, and give you a written do-it-yourself plan. $1,000 — Representation. Power of attorney (Form 2848) and we represent you before the IRS. Flat $1,000. The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited. Fixed fees, confirmed in writing before work begins. Not a guarantee of any IRS outcome. We never charge a percentage of tax saved.
See the fee ladder