What It Costs to Work With Us
Membership
CPA in Your Pocket
$299.00
Annual Q&A subscription giving clients direct email/text access to a CPA for quick tax & accounting questions — no hourly fees.
Advisory & Consultations
CPA-Led Consultation — Starting at $79
15, 30, or 45 min
Financial Review Consultation
$149.00
30 min
Business Formation Consultation
$349.00
45 min
Business Structure Review
$329.00
45 min
Accounting & Bookkeeping
Financial Statement Preparation – Initial Consult
$129.00
30 min
Bookkeeping Package Fit Call
$129.00
30 min
QuickBooks Check-Up (Diagnostic Review)
$249.00
30 min
Tax Services
Tax Preparation On-boarding Call
15 min | Free
Quarterly Estimated Tax Calculation
$125.00
20 min
Tax Planning Consultation
$275.00
45 min
Tax Notice Resolution Session
$225.00
30 min
Fractional CFO Service
CFO Fit Call: Is This Right for You?
$129.00
30 min
Reach Out Today
Let us simplify your financial journey with personalized, relatable guidance. Share your thoughts, questions, or feedback in the form. We’re eager to connect and assist you.
Contact Us
Office location
Queens Village, New York, 11427Give us a call
(347) 380-6013Send us an email
[email protected]