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.

Tax Preparation Services

We can take care of your personal and business tax filings for a low flat fee. Lets be honest, tax laws are complicated and filing a simple return can be confusing. With just a few easy steps, a CPA will collect your information, then prepare, review, file and sign your taxes. There is no substitute for the assistance of an experienced tax professional.

Portrait of happy female colleagues accounting in office

Personal Tax Preparation

$245 / Year
(One-Time Fee)
  • Federal Tax Return
  • State Tax Return
  • Complete Review
  • Electronic Filing
  • Our CPAs will prepare your Federal Individual Tax Return (1040) including state and local forms if needed, then sign and file them for you.

Personal & Business Tax Preparation

$845 / Year
(One-Time Fee)
  • Federal Tax Return
  • State Tax Return
  • Complete Review
  • Electronic Filing
  • Our CPAs will prepare your Federal Individual Tax Return (1040) and your Federal Business Tax Return including state and local forms if needed.

Business Tax Preparation

$645 / Year
(One-Time Fee)
  • Federal Tax Return
  • State Tax Return
  • Complete Review
  • Electronic Filing
  • Our CPAs will prepare your Federal Business Tax Return, forms: Schedule C, 1065, 1120, 1120-S and state and local forms if needed.

Frequently Asked Questions

What is included in the one-time fee?

We will prepare your federal and state tax returns. We will review your prior year tax returns. Your completed return will undergo a complete review for errors or potential problems. E-file or electronic filing is included. 

Is the fee subject to change?

Setting a flat fee is challenging because everyone is in a different tax situation. However, we do our best to ensure that you receive great value. If your return is complicated or requires numerous schedules or forms, the fee may be adjusted higher. If your return is very basic, requiring few schedules, then we are happy to adjust the fee lower. Proposed fee increases are always subject to your approval.

 

For business tax returns, our fee does not include extensive bookkeeping and/or accounting adjustments needed to generate the financial statement numbers required for your business tax return. We are able to offer this service for an additional fee. Contact us  for a quote or if you would like to discuss further.

Who will prepare my tax return?

Your tax return will be prepared by an experienced United States credentialed and licensed Certified Public Accountant, and who also is a Registered Tax Preparer with the Internal Revenue Service. We do not outsource our tax returns, especially to other countries.

How does the process work?

After you complete the ordering process, we will contact you by email and telephone for a quick discussion. You submit the documents to us either by US Mail or via our secure server. We will review the information and complete your tax return. After completion, you will have the opportunity to review your return. Upon approval, we will electronically file the returns.

How long does it take to get my return done?

We work as fast as we can! The sooner you get us all the information we need, the sooner we can complete your return.

Member Testimonials

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"They did a great job helping me with preparing my personal income taxes. My taxes last year got complicated so I had to hire help. They were prompt, courteous and professional. I would not hesitate to recommend them for taxes and other financial matters." 

ROB T.

One Time Hourly Services

We understand and appreciate the value of flat fee pricing. What could be more clear than a fixed hourly fee? 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.

Photo of human hands holding pencil and ticking data in documents

1 Hour
(Consultation/Services)

$60
(One Time Fee)
  • Certified Public Accountant
  • Accounting Questions
  • Business Questions
  • Tax Questions
  • Phone & Email Support

2 Hour
(Consultation/Services)

$100
(One Time Fee)
  • Certified Public Accountant
  • Accounting Questions
  • Business Questions
  • Tax Questions
  • Phone & Email Support

5 Hour
(Consultation/Services)

$240
(One Time Fee)
  • Certified Public Accountant
  • Accounting Questions
  • Business Questions
  • Tax Questions
  • Phone & Email Support

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

man-1209494_1920s

"CPA Tax Buddy is great if you don't have an accountant. They are helpful and have the right answers. Most recently they saved me money on my annual LLC filing. The service is a great value!"

EMILIOS M.
AUDIO EXCELLENT, LLC

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!