Transparent CPA Pricing for Orange County Clients
Discover our straightforward CPA pricing in Orange County with comprehensive service packages designed for different business sizes and complexity levels, featuring transparent monthly rates and no hidden fees.
Business Packages
Monthly accounting, CFO advisory, and tax planning for growing businesses
Founders Books
Startups under $1M in revenue seeking professional bookkeeping and basic CFO insights
Package Limits
What's Included
- Monthly accrual bookkeeping
- Monthly P&L and Balance Sheet
- Bank reconciliations
- Full-service payroll processing
- Sales tax compliance
- 1099 and W-2 processing
- Quarterly business reviews
- Basic KPI reporting
Common Add-ons
- • Additional bank account: $50/month
- • Extra transactions (per 100): $75/month
- • Additional employee payroll: $25/month
Operator Finance
Growing companies up to $5M revenue needing strategic financial guidance and operational support
Package Limits
What's Included
- Everything in Founders Books
- Custom KPI dashboard
- Light accounts payable/receivable
- Quarterly tax planning sessions
- Monthly CFO advisory session
- Cash flow forecasting
- Budget vs. actual reporting
- Vendor management support
Common Add-ons
- • Additional entity: $500/month
- • Full AP/AR management: $750/month
- • Weekly CFO sessions: $800/month
Boardroom CFO
Multi-entity businesses over $5M revenue requiring executive-level financial leadership
Package Limits
What's Included
- Everything in Operator Finance
- Weekly CFO strategy meetings
- Multi-entity consolidations
- Advanced cash flow management
- Board presentation materials
- Pricing strategy analysis
- Investment committee support
- Dedicated senior accountant
Common Add-ons
- • Additional entity: $1,000/month
- • Daily CFO availability: $2,000/month
- • Audit preparation: $5,000/project
Personal & Family Packages
Individual tax preparation and planning for professionals and families
Core Tax Care
W-2 employees in California with straightforward tax situations
Package Scope
What's Included
- 1040 + CA tax preparation
- Up to 2 W-2s included
- Transcript monitoring
- Annual withholding review
- 30-minute annual check-in
Common Add-ons
All add-ons are billed at year end as lump sums
- Dependent Returns$399+
- Simple Trusts$865+
- Audit Protection$295+
- Additional State$500+
Professional Plus
High-income professionals with RSUs, multiple income sources, and moderate complexity
Package Scope
What's Included
- Everything in Core Tax Care
- Schedule A itemization
- RSU and stock option planning
- Quarterly tax vouchers
- 2 K-1s and 1 rental included
- Midyear tax review
Common Add-ons
All add-ons are billed at year end as lump sums
- Simple Trust$865
- Dependent Returns$500+
- Additional K1s -$500+
- Audit Protection$295+
- Updated Projections$495+
- Additional State$400+
Private Wealth
Executives and investors with complex multi-state situations, multiple income sources, and wealth planning needs
Package Scope
What's Included
- Everything in Professional Plus
- Multi-state tax returns (up to 4)
- AMT planning and review
- 5 K-1s and 3 rentals included
- Charitable giving strategies
- Quarterly planning calls
Common Add-ons
All add-ons are billed at year end as lump sums
- Simple Trust$865
- Dependent Returns$399+
- Additional K1s -$500+
- Audit Protection$295+
- Updated Projections$495+
- Additional Consultations$
- Gift Tax Returns$1,950+
- Document Organization and Digitization$350+
Frequently Asked Questions
Common questions about our pricing, services, and processes
Ready to Get Started?
Choose the package that fits your needs, or schedule a consultation to discuss a custom solution for your unique situation.
Billing Note: All packages are billed monthly in advance. Onboarding fees are due upon contract signing.
Add-on services are billed separately and can be added or removed with 30 days' notice.