From a single tax return to a year-round financial partner.
Explore your options and choose your next step.
Choose the level of bookkeeping, planning, and financial guidance that fits your business.
Bring a financial partner into your ongoing decisions.
Build on the basics with more proactive guidance.
Keep your books organized and stay compliant.
| Service | Gold | Silver | Bronze |
|---|---|---|---|
| Bookkeeping | Biweekly | Monthly | Monthly |
| Tax-planning calls | Quarterly | Semiannual | Annual |
| Profit-maximization calls | Monthly | Quarterly | Annual |
| Business tax return | Included | Included | — |
| Sales tax filings & estimated taxes | Included | Included | — |
| CFO calls | 1 per month | — | — |
| Cash-flow forecasts & bill pay | Included | — | — |
| Response time | 1 business day | 3 business days | 5 business days |
| Bookkeeping support | Unlimited | 2 calls / month | 1 email / month |
— = not listed in this package. Final scope is defined in your engagement agreement.
Monthly starting prices. We confirm scope and your final fee before work begins.
Begin with your filing fee, then choose additional CPA review and advice if you need it.
Fully virtual service available. In-person appointments by arrangement.
Start with the tax return you need.
Your fee depends on the forms, states, and complexity of your return.
Discuss your returnReview your return and prepare for the year ahead.
Make room for a deeper strategy conversation.
Explore year-round memberships or a focused tax-planning engagement.
Keep your tax planning moving throughout the year.
July 1–June 30 contract. Enrollment through November 1. One-time initiation fee: $200.
Discuss this planCoordinate your business and personal tax picture.
August 1–July 31 contract. Enrollment through November 1. One-time initiation fee: $400.
Discuss this planGet a focused plan for an upcoming tax decision.
For S corporation owners, partnerships, and self-employed individuals. Recommended in Q3 or Q4; unavailable in Q1.
Discuss this planAdvisory fee: $1,000
Example tax-filing fee: $1,000
One-time initiation: $200
Advisory fee: $2,600
Example tax-filing fee: $3,100
One-time initiation: $400
Monthly figures are the examples published on our website. Your tax-filing fee and agreed terms determine your quote. Our team will confirm the payment schedule and total before enrollment.
Tell us about your business, your tax needs, and the decisions ahead.
Talk with Cha Group ↗(703) 678-8848