Taxes are complicated enough. Your CPA’s pricing shouldn’t be.
At Balance Tree CPA, we use simple, flat monthly pricing that includes ongoing accounting, tax planning, and tax filings. You’ll always know what you’re paying, and you’ll never hesitate to reach out because you’re worried about the clock running.
Books and taxes, simplified and handled in real-time. Strategic tax compliance and annual planning.
Includes:
QBO setup and bank link
Monthly bank import
Income and expense categorization
Annual business tax preparation (may file on extension after April 15)
Annual personal tax preparation (may file on extension after April 15)
Annual preparation of recommended quarterly estimated taxes and extension payments
Year-end review and simple tax plan
Standard email support throughout the year (1-2 week response time)
This is the plan I built for most small business owners.
You’ll get clean, well-maintained books, proactive tax planning, and steady, year-round support—so you understand where your money is going, plan ahead with confidence, and avoid unpleasant surprises.
Included:
Everything in Starter plan, plus:
Full monthly reconciliation of books and bank accounts
Monthly cash flow and accounting snapshot
Quarterly financial statements, complete and customized for your needs
Quarterly advisory meetings, and more often if needed
Multi-year tax planning, complex transaction support as needed
Payroll support and related filings (e.g. S Corporation owners)
Priority email and messaging support (48-hour response time)
Our highest level concierge service. For executives, family offices, or firms with heavy transaction load needing daily support. Plans start at $3,000 / month.
Includes everything in Advisor, plus:
Monthly advisory meetings, and more often as needed
Advanced financial reporting and KPI tracking
Unlimited payroll and other business tax filings
Real-time phone and chat support (2-hour response time)
In-depth planning and budgeting
Fractional controller services
