Pricing
Flat monthly pricing. A quote before any work starts.
Ongoing work — bookkeeping, payroll, planning, and your return — is bundled into one monthly package so you're never watching a clock or afraid to call. One-off tax preparation is quoted per return. Every engagement starts with a free consultation and a written scope.
Foundation
from $750/mo
For solopreneurs and straightforward businesses that need professional books and a return handled.
- Monthly bookkeeping & reconciliations (up to ~150 transactions/mo)
- Monthly P&L and Balance Sheet + plain-English summary
- QuickBooks Online setup and maintenance
- Annual business tax return (one entity)
- Quarterly check-in call
- Email support
Growth Partner
$1,200–$1,800/mo
For businesses with employees and owners who want proactive tax strategy.
- Everything in Foundation, plus:
- Full-service payroll (up to ~10 employees)
- Monthly advisory call with a KPI review
- Quarterly tax planning and estimated payments
- Business and owner’s personal return
- Higher transaction volume (up to ~300/mo)
- Priority email and text support
Advisory Partner
custom
For established businesses that need CFO-level support.
- Everything in Growth Partner, plus:
- Annual budget and budget-vs-actual reporting
- 13-week cash-flow forecasting
- Pricing, profitability, and scenario modeling
- Loan / lender package preparation
- Quarterly strategy sessions
- Scoped and priced after a consultation
Tax preparation (stand-alone)
Not ready for a monthly package? Tax returns are prepared on their own, quoted per return based on your entity type and the forms your situation requires. You’ll get a flat quote up front. As a guide, a straightforward individual return costs less than a partnership or S-corp return with payroll, depreciation, and multi-state activity. Book a consultation for a quote.
When you need a CPA
Roots Tax Pro doesn’t do everything, and we’d rather tell you now. If you need audited or reviewed financial statements, a valuation for a legal or transactional purpose, representation in an IRS or FTB audit, or a formal tax opinion, that’s CPA or attorney work. We’ll refer you to one we trust and stay involved to keep your books and records straight.
Add-on services
| Service | Typical price |
|---|---|
| Catch-up / clean-up bookkeeping | Quoted per project (based on months behind and volume) |
| Business entity formation assistance | $500–$1,500, one-time |
| Sales-tax registration & filing | From $100/mo |
| 1099 preparation | $150 + $25/form |
| QuickBooks training session (2 hrs) | $200–$300 |
| Additional entity return | Quoted per return |
Questions
Pricing questions
Why don’t you bill hourly?
Hourly billing punishes you for asking questions. A flat monthly fee means you can call when something comes up, and you always know the cost.
What if my needs change mid-year?
We adjust the package and the price, in writing, before the change takes effect. No renegotiation ambushes.
Is there a contract?
Monthly engagements are month-to-month with 30 days’ notice. There’s a practical minimum of around $500/mo for ongoing work.
Do you require catch-up before starting?
Usually yes, at least partially — planning and accurate returns need clean books. Catch-up work is quoted separately and up front.
Let's talk about your numbers.
A free 30-minute call. We'll look at where your business stands, what's working, and where Roots Tax Pro can help. No pressure, no obligation.