Clear Pricing Plans for Accounting,
Tax, and CFO Advisory
One team for your books, your taxes, and your big decisions, at every stage of growth.
Monthly expenses
Estimates are based on:
- Average monthly operating expenses
- One business entity
- Up to 4 bank or credit card accounts
- About 200 transactions a month
- Cash-basis books
Higher volume, more accounts, or accrual books will change the price. Contact us to get a custom quote for your business.
Foundation
Get it right
$595 / mo
Adjust monthly expenses to see pricing estimate.
Best for: newer or simpler businesses that want to stay compliant.
GET STARTED- Monthly bookkeeping and reconciliations
- Monthly P&L and balance sheet
- Books closed by the 15th
- Year-end estimated tax guidance
- Annual financial review
- Complimentary business tax return included*
Growth
Stay ahead
$795 / mo
Adjust monthly expenses to see pricing estimate.
Best for: growing businesses ready to plan ahead, grow strategically, and keep more of what they earn.
GET STARTEDEverything in Foundation, plus:
- Quarterly estimates and an annual tax planning session
- Quarterly KPI snapshot and budget vs. actual review
- Monthly cash-flow summary
- Quarterly financial review
- Tax notice support, up to 2 per year
- Complimentary business tax return included*
Strategic
See the whole picture
$1,299 / mo
Adjust monthly expenses to see pricing estimate.
Best for: established or multi-entity businesses that want ongoing, CFO-level advice.
GET STARTEDEverything in Growth, plus:
- Complex business tax return
- Ongoing tax planning with quarterly strategy sessions
- Real-time KPI dashboard and monthly budget vs. actual
- Rolling 13-week cash-flow forecast and consolidated reporting
- Unlimited tax notice support and audit representation**
- Quarterly CFO advisory sessions
- Complimentary business tax return included*
Individual
Personal return (Form 1040)
$950 / yr
Best for: individuals and families.
GET STARTED- Federal and home-state return
- Wages, investments, rentals, and K-1 income
- Prepared and reviewed by our tax team
- Secure document collection and e-filing
Business
Business return (1065, 1120-S, or 1120)
$2,400 / yr
Best for: partnerships, S corporations, and C corporations.
GET STARTED- Federal return with one state filing
- Owner K-1s for partnerships and S corporations
- Prepared and reviewed by our tax team
- C corporation returns add $500 / yr
Business +
Individual
Both returns, one team
$3,350 / yr
Best for: business owners filing both returns.
GET STARTED- Business return with one state filing
- Owner's federal and home-state 1040
- K-1 preparation for all partners
- One point of contact for the whole tax season
*To receive complimentary business tax returns, you must sign up before October 1 of the current year.
**Audit representation covers tax years for which LedgerWay prepared the return or performed the underlying accounting work.
Add only what your business needs
Available with any package or tax-only engagement.
Tax
- Quarterly tax planning
- IRS notice and audit protection
- Additional state filings
- Additional business or personal returns
Advisory
- Quarterly business reviews
- Monthly CFO advisory
One-time
projects
- Catch-up and cleanup bookkeeping
- Prior-year tax returns
Payroll &
compliance
- Payroll, managed by LedgerWay
- Sales tax filing
- 1099 preparation
What Our Clients
Are Saying
Frequently Asked Questions (FAQs)
Every business is different. Starting prices reflect a typical small business. Your final price depends on factors like transaction volume, number of accounts and entities, and whether you use accrual accounting. We confirm everything in writing before you sign.
Foundation fits businesses that need reliable books and a filed return. Growth adds tax planning and regular insight, and is the right fit for most growing businesses. Things change as you grow, so this helps you stay ahead. Strategic is built for complex or multi-entity companies that want forward-looking visibility and CFO-level advisory.
Yes. Every monthly accounting package includes one current-year business return and one state filing at no extra cost, as long as you're a client for more than 3 months of that tax year. Additional entities and state filings are available as add-ons.
We will scope a one-time catch-up or cleanup project before your monthly package begins, so you start from accurate numbers.
Tax-only engagements are billed as an annual flat fee. Half is due at signing and the balance is due when your return is delivered. Prior-year returns are paid in full up front.