How We Price Our Business Services
Starting in 2024 we introduced the four packages listed below. Each package is designed for a specific type of tax profile. In each package we offer three different support levels which provide successively more support and features. Take a look at each and see which package is most appropriate for your situation. Once you have narrowed down the package, take a moment to review the differences between the services in the package and how each interacts with the three different support levels. For a video explaining how these packages work click here.
Business Starter Package
Designed for businesses with revenues up to $500K.
This package is well-suited for startups or mature businesses with modest gross revenue of zero up to $500k per year. This is generally thought of as an entry level package, however, long-term membership may also be appropriate.
A good example would be an attorney’s office with one professional, a couple of paraprofessionals, and an administrative person. These types of businesses are working to establish regular operating workflows and are looking for help with general tax and accounting issues. Frequently, educating the principal owner(s)/employee(s) regarding compliance requirements is part of the relationship.
2025 Business Starter Package Pricing
Click the right arrow to learn more about the three service levels that make up the Guest Package.
Business Starter Package (Support Level One)
This is the entry level for our Starter Package. At this level you will benefit from:
- A convenient and well-organized process.
- A highly audit resistant income tax return prepared by a very reputable firm.
- A monthly payment plan
- PDF copies of your tax return
- A wide array of high quality add-on services designed to may your life happier, easier and more profitable
Starts at $185/month
Business Starter Package (Support Level Two)
This level builds upon the benefits offered at the prior support level. At this level you will have:
- Everything that is included in Level One
Plus
- Access to our piece-of-mind audit defense and support services in the event your tax return is selected for a federal or state audit
- Access to forward-looking tax projections and comparative analysis to help minimize tax exposure
- Access to powerful advisory services designed in collaboration with you and your team to maximize our value to you
- Ability to include other businesses under the same ownership to any advisory service offered to the primary business member
- A bound paper copy of your return
- A recorded video in which we walk you through the highlights of your return
Starts at $200/month
Business Starter Package (Support Level Three)
This level further expands on the previous support levels. At this level you have:
- Everything that is included in Levels One and Two
Plus
- Priority service
- Return preparation scheduling
- Piece-of-mind audit defense and support services at no additional cost
- Business personal property tax reporting at no additional cost
- Franchise tax reporting at no additional cost
- Unrestricted consulting support with no topic restrictions or running timer
- Forward-looking tax projections and comparative analysis to help minimize tax exposure at no additional cost
- Include other businesses under the same ownership to any advisory service offered to the primary business member at no additional cost
- A live review of your completed tax return
Starts at $645/month
Business Standard Package
Designed for businesses with revenues of $500K to $1.5MM.
This package is well-suited for small businesses that have achieved a level of maturity and have grown revenues significantly from the initial stages. Many small businesses find long-term value in maintaining membership in this package, often extending for many years or even permanently.
A good example would be an electrical contractor with five to six field employees, a couple of administrators, and the owner(s) acting as primary project manager(s) and comprising the entire sales department. Many times, these businesses also leverage the services of contracted individuals. These businesses often require comprehensive services like income tax preparation, payroll management, sales tax management and compiled financial statements. The principal owner(s)/employee(s) are actively seeking a more sophisticated understanding of financial reporting to enhance overall business management. The success of the relationship relies on the flexibility of service offerings.
2025 Business Standard Package Pricing
Click the right arrow to learn more about the three service levels that make up the Welcome Package.
Business Standard Package (Support Level One)
This is the entry level for our Starter Package. At this level you will benefit from:
- A convenient and well-organized process.
- A highly audit resistant income tax return prepared by a very reputable firm.
- A monthly payment plan
- PDF copies of your tax return
- A wide array of high quality add-on services designed to may your life happier, easier and more profitable
Starts at $240/month
Business Standard Package (Support Level Two)
This level builds upon the benefits offered at the prior support level. At this level you will have:
- Everything that is included in Level One
Plus
- Access to our piece-of-mind audit defense and support services in the event your tax return is selected for a federal or state audit
- Access to forward-looking tax projections and comparative analysis to help minimize tax exposure
- Access to powerful advisory services designed in collaboration with you and your team to maximize our value to you
- Ability to include other businesses under the same ownership to any advisory service offered to the primary business member
- A bound paper copy of your return
- A recorded video in which we walk you through the highlights of your return
Starts at $255/month
Business Standard Package (Support Level Three)
This level further expands on the previous support levels. At this level you have:
- Everything that is included in Levels One and Two
Plus
- Priority service
- Return preparation scheduling
- Additional state reporting (in addition to the home state)
- Piece-of-mind audit defense and support services at no additional cost
- Business personal property tax reporting at no additional cost
- Franchise tax reporting at no additional cost
- Unrestricted consulting support with no topic restrictions or running timer
- Forward-looking tax projections and comparative analysis to help minimize tax exposure at no additional cost
- Include other businesses under the same ownership to any advisory service offered to the primary business member at no additional cost
- A live review of your completed tax return
Starts at $895/month
Business Standard+ Package
Designed for businesses with revenues of $1.5MM to $3MM.
This package is well-suited for small businesses navigating the transition from a successful organization of a few individuals to a larger and more structured enterprise. It's common for businesses to move up to a higher membership level after a few years at this stage, especially as they undergo growth and establish systems to facilitate scalable operations.
A good example is an online marketing company featuring a couple of principal owner(s)/employees(s) managing the business, a small group of content generators, a sales staff of one or two individuals, a full or part-time controller, a couple of administrators and several contracted service providers. Companies in this dynamic space require robust systems to ensure accurate information for crucial decision-making. Despite having more intricate accounting needs, these companies may not have someone on staff with the necessary skill sets to effectively handle every emerging challenge.
2025 Business Standard+ Package Pricing
Click the right arrow to learn more about the three service levels that make up the Innovator Package.
Business Standard+ Package (Support Level One)
This is the entry level for our Starter Package. At this level you will benefit from:
- A convenient and well-organized process.
- A highly audit resistant income tax return prepared by a very reputable firm.
- A monthly payment plan
- PDF copies of your tax return
- A wide array of high quality add-on services designed to may your life happier, easier and more profitable
Starts at $290/month
Business Standard+ Package (Support Level Two)
This level builds upon the benefits offered at the prior support level. At this level you will have:
- Everything that is included in Level One
Plus
- Access to consolidated tax reporting filing additions
- Access to our piece-of-mind audit defense and support services in the event your tax return is selected for a federal or state audit
- Access to forward-looking tax projections and comparative analysis to help minimize tax exposure
- Access to powerful advisory services designed in collaboration with you and your team to maximize our value to you
- Ability to include other businesses under the same ownership to any advisory service offered to the primary business member
- A bound paper copy of your return
- A recorded video in which we walk you through the highlights of your return
Starts at $315/month
Business Standard+ Package (Support Level Three)
This level further expands on the previous support levels. At this level you have:
- Everything that is included in Levels One and Two
Plus
- Priority service
- Return preparation scheduling
- Additional state reporting (in addition to the home state)
- Piece-of-mind audit defense and support services at no additional cost
- Business personal property tax reporting at no additional cost
- Franchise tax reporting at no additional cost
- Unrestricted consulting support with no topic restrictions or running timer
- Forward-looking tax projections and comparative analysis to help minimize tax exposure at no additional cost
- Include other businesses under the same ownership to any advisory service offered to the primary business member at no additional cost
- A live review of your completed tax return
Starts at $1,265/month
Business Elite Package
Designed for businesses with revenues of $3MM to $5MM.
This package is well-suited for small businesses that have either reached a stable and contented stage of maturity or are actively progressing towards becoming a larger enterprise. In both scenarios, these businesses have achieved notable success and now seek accurate, targeted information to either sustain their current standing or transition into the next phase. Companies enrolled in this comprehensive package grapple with a diverse range of considerations, including the establishment of internal controls, the application of GAAP accounting principles, multi-state compliance issues, employee retention strategies, efficient cash flow management, adherence to lender covenants and business valuation. While these businesses still require many of the compliance services typical of smaller organizations, they also demand significantly elevated levels of advisory services.
A good example is a manufacturer with a full-time operations manager, at least one full-time salesperson, eight to ten operators, a dedicated accounting department and a small team of administrators. Typically, the principal owner(s)/employee(s) operate at a more strategic level, somewhat removed from day-to-day operations. Operations frequently extend across multiple states, and these businesses frequently integrate numerous service contractors and professional service providers into their team.
2025 Business Elite Package Pricing
Click the right arrow to learn more about the three service levels that make up the Elite Package.
Business Elite Package (Support Level One)
This is the entry level for our Starter Package. At this level you will benefit from:
- A convenient and well-organized process.
- A highly audit resistant income tax return prepared by a very reputable firm.
- A monthly payment plan
- PDF copies of your tax return
- A wide array of high quality add-on services designed to may your life happier, easier and more profitable
Starts at $510/month
Business Elite Package (Support Level Two)
This level builds upon the benefits offered at the prior support level. At this level you will have:
- Everything that is included in Level One
Plus
- Access to consolidated tax reporting filing additions
- Access to our piece-of-mind audit defense and support services in the event your tax return is selected for a federal or state audit
- Access to forward-looking tax projections and comparative analysis to help minimize tax exposure
- Access to powerful advisory services designed in collaboration with you and your team to maximize our value to you
- Ability to include other businesses under the same ownership to any advisory service offered to the primary business member
- A bound paper copy of your return
- A recorded video in which we walk you through the highlights of your return
Starts at $540/month
Business Elite Package (Support Level Three)
This level further expands on the previous support levels. At this level you have:
- Everything that is included in Levels One and Two
Plus
- Priority service
- Return preparation scheduling
- Additional state reporting (in addition to the home state)
- Piece-of-mind audit defense and support services at no additional cost
- Business personal property tax reporting at no additional cost
- Franchise tax reporting at no additional cost
- Unrestricted consulting support with no topic restrictions or running timer
- Forward-looking tax projections and comparative analysis to help minimize tax exposure at no additional cost
- Include other businesses under the same ownership to any advisory service offered to the primary business member at no additional cost
- A live review of your completed tax return
Starts at $1,630/month
No package for your business?
If none of our standard packages align with the unique requirements of your business, rest assured, we have the flexibility to assist. Our experience extends to a diverse range of businesses that may not neatly fit into predefined packages. In such cases, we take pride in crafting tailor-made service agreements to cater specifically to our clients' needs. Feel free to contact us, and we will be more than happy to schedule a discussion at your convenience. This will allow us to delve into the details of your requirements and design a bespoke agreement that perfectly aligns with your distinct needs.
For each of the above plans we have included the following features:
- Top quality tax preparation service.
- Year-round support availability.
- Free cancelation at any time.
- Upward and downward movement between tiers at any time.
- Access to our valuable monthly newsletter.
- Access to a secure online client portal.
Please note: While each plan establishes guide rails that we want to follow, we know that everyone is a little different. If your needs don't quite fit into any one plan let us know and we'll do what we can to accommodate.
Important notes:
- Income tax return pricing reflects only standard Forms 1120, 1120-S and 1065 returns. Returns reporting special allocations, complex exchanges, Section 1031 exchanges, change of accounting methods, consolidated reporting, liquidation events, more than two rental properties, items of income or loss passed through a Sch. K-1, foreign disclosures, complex election statements or related calculations, business restructurings or other non-standard reporting events are subject to appropriate pricing adjustments.
- Audit defense and support is priced on a per instance basis. If you are subjected to more than one audit, a separate agreement will be required.
- In general, no service offering includes pricing for generating information needed for a tax return. It is the client's responsibility to provide the requested information and it is our responsibility to properly report that information on the returns.
- Payroll services do not include the payment of benefits, garnishments, or other non-standard tax withholdings. These other services are not currently available.
- All bookkeeping services require the use of QuickBooks Online and the included built-in electronic banking features.
- No bookkeeping services includes comprehensive class, department or job costing as part of the service. Those types of services can be obtained through a fractional CFO relationship which is priced separately.
- No bookkeeping services include invoicing, physical cash management, cash or check receipts or check writing. Those types of services can be obtained through a fractional CFO relationship which is priced separately.
- All bookkeeping services include a video review of the period results for your review.
- While we work very hard to ensure that all our clients are well cared for, priority service is only provided at our Partnered service level within each package. Elite Package members are always granted top priority followed by Standard+ and so on.
- Services not specifically listed are not included in the pricing and are subject to a separate agreement.
- All packages are subject to changes in service offerings and pricing with three months prior notice.
- We reserve the right to qualify or disqualify a client from a particular package or any package.
CONTACT US TODAY TO SCHEDULE A COMPLIMENTARY CONSULTATION
jared@jaredgjohnsoncpa.com | (336) 790-5245