Membership Plans

We are committed to providing affordable, high-level accounting and tax services for individuals and small businesses who don't already have an accountant. Your personal accountant is just a few clicks away. Select a plan that best fits your needs. No contracts. Cancel anytime.

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Bronze
(Consultation/Services)

$40 / month
  • 1 Hour Monthly
  • Certified Public Accountant
  • Phone & Email Support
  • Members Only Resources
  • Two month minimum is recommended for all monthly plans.

Silver
(Consultation/Services)

$60 / month
  • 2 Hours Monthly
  • Certified Public Accountant
  • Phone & Email Support
  • Members Only Resources
  • Two month minimum is recommended for all monthly plans.

Gold
(Consultation/Services)

$120 / month
  • 5 Hours Monthly
  • Certified Public Accountant
  • Phone & Email Support
  • Members Only Resources
  • Two month minimum is recommended for all monthly plans.

Frequently Asked Questions

What is included in the consultation/services plans?

We can assist with any accounting, tax and business issue you have personally or for your small business. For a general idea of coverage areas, see How It Works

 

If you are not sure if we can help you, please schedule a free consultation using the link below to discuss your specific matter.

What if you are not able to help me?

If we are unable to help with your specific matter, we will inform you and you will receive a full refund.

Who actually does the work?

Your consultation/services will be handled by an experienced United States credentialed and licensed Certified Public Accountant, who also is a Registered Tax Preparer with the Internal Revenue Service. We do not outsource to other countries.

How does the process work?

After you complete the ordering process and become a member, we will contact you by email or telephone for a discussion. You may submit documents to us via our secure server, fax or by mail. We will review the information and will promptly reply with our assessment by phone or email. 

Member Testimonials

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"CPA Tax Buddy helps me with bookkeeping and tax questions that I have. It's great having them available. I don't know what I would do without them."

JANE N.

Still not sure? Schedule a free consultation.

This is an opportunity for us to assess how we can help you, for you to ask questions about our service, and to get a chance to meet the person with whom you will be working with. Simply sign up below and schedule your free consultation. You will be able to decide whether or not our service is a good fit for you. There is no cost or obligation. We look forward to hearing from you!