Service Packages

ProfitWise CPA offers transparent, tailored service packages 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

Business Core

Starting at $587/mo.

 

  • Checkmark Individual Tax Return(s)
  • Checkmark Business Tax Return(s)
  • Checkmark Estimated Tax Payments
  • Checkmark Monthly Bank Account Reconciling*
  • Checkmark Monthly Credit Card Reconciling*
  • Checkmark Transaction Grouping in QBO*
  • Checkmark Payroll Monitoring
  • Checkmark Annual Tax Liability Planning
  • Checkmark Fixed Asset Tracking
  • Checkmark Due Date Monitoring
  • Checkmark Advisory (regular phone, email and meetings)
  • Checkmark IRS Audit Defense, ID Theft and Notice Protection

Business Premium

Starting at $887/mo.

The package includes everything in 'Business Core' and:

  • Checkmark-ProfitwiseBlueGradient Individual Strategic Tax Planning
  • Checkmark Business Strategic Tax Planning
  • Checkmark Meeting with Financial / Legal Team
  • Checkmark CPA Fast Pass - 24hr Response Time
  • Checkmark Annual 1099 Processing
  • Checkmark Pass-through Entity / Flow-through Entity
  • Checkmark Revenue Based State/City Filings
  • Checkmark Personal Property Tax Returns
  • Checkmark Personal Financial Statement for Bank Financing

Add-ons

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

*Bank Accounts: 2 or less     *Credit Cards: 2 or less

Individual/Business Complexity

  • # of W2s / 1099s
  • # of Business / 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 monthly price?

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

 

    • Accounting activity and complexity
    • The volume of monthly transactions
    • 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.

Individual

W2 Professionals

Starting at $575

  • Included Individual Tax Return(s)
  • Included IRS Audit Defense, ID Theft and Notice Protection
  • Included Normal Response Time (Emails / Calls)

Self Employed

Starting at $875

  • Included Individual Tax Return(s)
  • Included IRS Audit Defense, ID Theft and Notice Protection
  • Included Estimated Tax Payments
  • Included Normal Response Time (Emails / Calls)

Individual + Planning

Starting at $1,275

  • Included Individual Tax Return(s)
  • Included IRS Audit Defense, ID Theft and Notice Protection
  • Included Estimated Tax Payments
  • Included Annual Tax Liability Planning + Meeting
  • Included Normal Response Time (Emails / Calls)

Individual Premium

Starting at $1,775

  • Included Individual Tax Return(s)
  • Included IRS Audit Defense, ID Theft and Notice Protection
  • Included Estimated Tax Payments
  • Included Annual Tax Liability Planning + Meeting
  • Included Retirement Plan Assistance
  • Included Individual Strategic Tax Planning
  • Included Due Date Monitoring
  • Included Semi-Annual Zoom Meetings
  • Included Meet with Financial / Legal Team as necessary
  • Included CPA Fast Pass - 24hr Response Time
ProfitWise_Logo_WebHeader