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ProfitWise CPA offers transparent, tailored service pricing to fit your unique financial needs. With options that range from essential tax filing to comprehensive business advisory, each package includes proactive support and ongoing insights to ensure you get the most out of your financial management. Whether you're an individual looking for tax services or a business seeking full-scale advisory, ProfitWise CPA’s structured pricing means you know exactly what to expect, with no surprises — just dedicated expertise and service you can trust.

Small Business Options

Business Basic

Select Option

  • Checkmark Individual Tax Return(s)
  • Checkmark Business Tax Return(s)
  • Checkmark Estimated Tax Payments
  • Checkmark Annual Accounting Review and Cleanup
  • Checkmark Fixed Asset Tracking
  • Checkmark Annual Advisory (phone, email, and meetings)
  • Checkmark IRS Audit Defense, ID Theft and Notice Protection

Business Core

Select Option

  • Checkmark-ProfitwiseBlueGradient Individual Tax Return(s)
  • Checkmark-ProfitwiseBlueGradient Individual Strategic Tax Planning
  • Checkmark Business Tax Return(s)
  • Checkmark Business Strategic Tax Planning
  • Checkmark Estimated Tax Payments
  • Checkmark Annual 1099 Processing
  • Checkmark Continuous Monthly Accounting
  • Checkmark Fixed Asset Tracking
  • Checkmark Continuous Advisory (phone, email, and meetings)
  • Checkmark IRS Audit Defense, ID Theft, and Notice Protection

Business Premium

Select Option

  • Checkmark Individual Tax Return(s)
  • Checkmark-ProfitwiseBlueGradient Individual Strategic Tax Planning
  • Checkmark Business Tax Return(s)
  • Checkmark Business Strategic Tax Planning
  • Checkmark Estimated Tax Payments
  • Checkmark Annual 1099 Processing
  • Checkmark Continuous Monthly Accounting
  • Checkmark Fixed Asset Tracking
  • Checkmark Continuous Advisory (phone, email, and meetings)
  • Checkmark IRS Audit Defense, ID Theft, and Notice Protection
  • Checkmark Meeting with Financial / Legal Team
  • Checkmark Pass-through Entity / Flow-through Entity
  • Checkmark Revenue Based State/City Filings
  • Checkmark Personal Property Tax Returns

Add-ons

  • Other Entities
  • Rental Property Filing
  • KPI Analysis, Benchmarking
  • Cash-Flow Projections
  • Profitability Analysis
  • Retirement Plan Assistance
  • Form 2553 / S-Election /
  • Reasonable Compensation Analysis
  • Entity Section
  • QuickBooks Setup / Conversion from QBD to QBO

Individual/Business Complexity

  • # of W2s / 1099s
  • # of Businesses / Rentals
  • # of Brokerage Statements
  • # of State and/or City Returns
  • # of Pass through Entities
  • # of Bank and CC linked to QuickBooks
  • # of Owners in a Business

FAQs for Business Pricing

How do you determine my price?

Our service pricing is tailored to the specific complexity of each client. Factors influencing your monthly fee include:

 

    • Accounting activity and complexity
    • The volume of monthly transactions
    • The quantity of bank accounts, credit cards, and loans
    • Annual revenue
    • Number of business locations
    • Number of owners/partners

 

Are there other pricing models you use?

Yes, some clients prefer a fixed fee or to pay for services by the hour. We believe the client gets the most value from one of our service models above. 

What are your per-hour rates?

Current rates may vary from $75 to $250 per hour, depending on the required level and type of services.

Is there a fee or cost to become a client?

There is an initial setup or onboarding fee. This fee enables our team to conduct a thorough review of your financial statements and tax returns, as well as to integrate your information into our system. The fee is determined by the complexity of your business.

Individuals

W2 Professionals

Select Option

  • Included Individual Tax Return(s)
  • Included Annual Advisory (phone, email, and meetings regarding tax returns)
  • Included IRS Audit Defense, ID Theft and Notice Protection

Self Employed

Select Option

  • Included Individual Tax Return(s)
  • Included Estimated Tax Payments
  • Included Advisory as Needed (phone, email, and meetings regarding tax returns and estimates)
  • Included IRS Audit Defense, ID Theft and Notice Protection

Individual + Planning

Select Option

  • Included Individual Tax Return(s)
  • Included Estimated Tax Payments
  • Included As Needed (Emails / Calls) Related to Planning and Tax Returns
  • Included Annual Tax Liability Planning + Meeting
  • Included IRS Audit Defense, ID Theft and Notice Protection
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