We’ve created scalable tax & accounting packages designed to grow with your practice.
All plans begin with a one-time $4,950 Tax Plan Design to build your personalized tax strategy and ensure ROI.
Response within 5 business days
Response within 72 hours
Response within 24 hours
One-time investment of $4,950 for Tax Plan Design to build your personalized tax strategy and ensure ROI. Backed by the MedTax ROI guarantee.
Fed + 1 State
(1120S/1065)
(1120S/1065)
Both Pro & Elite include two semi-annual Strategy Sessions that blend tax + books; tax projections are delivered with those sessions. Essentials get an annual Strategy Session.
Annual (1)
Semi-annual (2)
Semi-annual (2)
Includes polished tax projection reports following your Strategy Sessions (plus additional updates depending on your plan).
1
2
2
For mid-year changes or new circumstances, additional updates to your Tax Projection are available between scheduled sessions. Most updates require 2–3 hours to complete, depending on complexity. A 2-hour minimum applies to all Essentials updates.
$350/hr
1 additional update (up to 90 min) + unlimited 15‑min quick updates
1 additional update (up to 90 min) + unlimited 15‑min quick updates
Track your tax strategy’s performance, savings, and ROI in real time.
(Pass-throughs)
Pro clients must maintain their own Gusto subscription (we manage payroll on your platform). Elite includes an owner-level Gusto subscription.
(not included)
(then $85/form)
(then $85/form)
($425/hr thereafter)
Meetings are billed in 30-minute increments; 60-minute minimum. Unused included meetings expire at year-end.
(30‑min increments)
(30‑min increments)
(one-time investment)
(one-time investment)
(one-time investment)
90-minute strategy deep dive with live scenario modeling (income levels, deductions, tax liability).
60-minute review & delivery
45-minute post-plan implementation review
To identify missed opportunities
Retirement plan strategy + compensation benchmarking
Guaranteed 2x return on the cost of your Initial Tax Plan Design.
(per additional active business; requires Pro/Elite)
(holding/self‑rental/passive)
(complex multi‑entity)
(per additional partner)
(per additional operational entity)
We connect the dots between strategy and your liquidity.
+ $1,250
+ $1,250
+ $1,250
+ $1,950
+ $1,950
+ $1,950
+ $1,850
+ $1,850
+ $1,850
+ $1,750
+ $1,750
+ $1,750
+ $1,150
+ $1,150
+ $1,150
Annual Pre-Pay Discount
Pick the plan that matches your needs.
For Simpler Setups
You don’t own a business or your activity stays on your 1040 (tiny Schedule C/E, simple rental/holdco).
One annual live tax strategy session plus email/portal support.
Annual Write-Up for any Annual entities.
A high-earning W-2 individual with investments.
An individual with a small, low-volume rental (less than 150 tx/yr; up to 3 accounts).
For operational businesses on triannual books (SBS)
You own a business that files its own return (1120S/1120/1065) or have any operational entity (S-corp, partnership, active SMLLC/rental/STR, payroll, sales/occupancy tax, multistate).
Semi-Annual Tax Planning (2 live sessions/year).
Strategic Books Support™ (SBS) with closes every 4 months and close-period reviews.
Scheduled Zoom calls; 72-hour response time.
An S-corp owner or consultant with steady revenue who doesn’t need monthly bookkeeping.
For high-touch service with monthly visibility (FSB)
You want monthly bookkeeping for tighter cash and performance visibility.
Monthly close reviews plus the same semi-annual Tax Planning as Pro.
Direct phone & text access; 24-hour response time.
Ideal when volume/complexity or decision speed makes monthly closes worthwhile.
Business owners with larger or multi-state operations, payroll/contractors, or fast-moving growth.
Because it front-loads a complete plan and operating setup-so no mid-year surprises. It includes:
Both Pro and Elite include the same baseline tax planning cadence: two Review and Close Sessions per year.
Pro includes Strategic Books Support™ (SBS) — triannual closes, with reviews tied to each close.
Elite includes Full-Service Bookkeeping (FSB) — monthly closes plus short monthly close reviews.
Choose Elite if you want monthly visibility and faster operational touchpoints; choose Pro if triannual accuracy fits your pace.
We classify each of your entities first:
Operational if any apply: separate business return (1120S/1120/1065), payroll/contractors, sales or occupancy tax, STR, multi-state, ≥3 reconcilable accounts, or >150 transactions/year. Operational entities require SBS (Pro) at minimum (or FSB/Elite for monthly). Annual if activity is truly light (e.g., tiny Sch C/E, simple holdco, simple rentals).
Annual entities use Annual Write-Up within Essentials (or as an add-on to Pro/Elite).
Monthly bookkeeping need automatically places you in Elite.
Yes—upgrade/downgrade anytime. If an Annual entity becomes active (or crosses thresholds), we’ll reclassify to Operational and move you to Pro or Elite. We’ll re-scope transparently; add-ons (e.g., connectors, extra accounts/transactions) adjust as needed. If volume exceeds 500 transactions/month, we’ll provide a separate quote.
Additional accounts (beyond included): + $55/mo (SBS) · + $85/mo (FSB)
Connectors / data wrangling (Stripe, PayPal, Shopify, Airbnb, etc.): + $85/mo (SBS) · + $105/mo (FSB)
Extra transactions (above included): + $75/mo (SBS) · + $95/mo (FSB)
Class categorization (≤5 classes): + $75/mo (SBS) · + $95/mo (FSB)
Clean-up & backwork: $175/hr
QBO Ledger is included for all; upgrade to Simple Start/Plus if you need invoicing or Class tracking (available for SBS/FSB subscribers).
Service window: we reconcile and request docs within the 5th–20th each close; timely responses keep you on schedule.
Our tax strategies pay for themselves, twice over. If you don’t save at least 200% of the cost, we’ll refund the difference.
We’ve changed the way medical practices do bookkeeping. Now you can see cash flow, spending, and profit, anytime.
