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Pricing

Know your fee before you start.

Flat-rate, all-inclusive packages — no billing by the hour, no upsells, no surprises. Every package is tailored at onboarding; prices shown are starting points.

Accounting
$1,050 / month
Core bookkeeping, compliance, and tax filing for established businesses.
— Budget & forecast
— Advisory meetings
— Cash flow budget
— KPI analysis
Monthly bookkeeping
CA state tax compliance filings
— 1099 preparation & filing
Personal tax return (1040)
Business tax return
— Year-end tax planning
Get started
Consulting
$1,475 / month
Bookkeeping plus quarterly advisory meetings and full tax filing.
Budget & forecast
(4) 30-min advisory meetings / yr
— Cash flow budget
— KPI analysis
Monthly bookkeeping
CA state tax compliance filings
1099 preparation & filing
Personal tax return (1040)
Business tax return
— Year-end tax planning
Get started
Most popular
Management
$2,900 / month
Full financial management with deep advisory engagement and year-end planning.
Budget & forecast
(6) 1-hour advisory meetings / yr
Cash flow budget & forecast
— KPI analysis
Monthly bookkeeping
CA state tax compliance filings
1099 preparation & filing
Personal tax return (1040)
Business tax return
Year-end tax planning
Get started
Advisory / CFO
$3,800 / month
Full fractional CFO engagement — maximum advisory access, quarterly tax strategy.
Budget & forecast
(12) 1-hour advisory meetings / yr
Cash flow budget & forecast
KPI analysis & dashboards
Monthly bookkeeping
CA state tax compliance filings
1099 preparation & filing
Personal tax return (1040)
Business tax return
Quarterly tax planning
Get started
Every plan includes

The same foundation
across every tier.

Dedicated CA-licensed CPA
A named advisor who knows your file, not a rotating call center.
Secure client portal
Upload from your phone, access prior-year returns, e-sign documents.
EA review on every return
Every return reviewed by a credentialed CPA or Enrolled Agent before filing.
E&O insured
Errors and omissions coverage on every engagement. You're protected.
Year-round availability
Your advisor is reachable between filings — not just tax season.
Flat-rate billing
No hourly billing. No upsells mid-engagement. Your fee is locked at onboarding.
Add-on services

Available to all plans
à la carte.

Payroll processing (up to 10 employees)From $250/mo
Payroll processing (11–30 employees)From $450/mo
Multi-state tax filing (per state)From $350/yr
ITIN application or renewalFrom $300
IRS audit representationCustom quote
SBA loan preparation supportCustom quote
Business valuation advisoryCustom quote
Trust & estate tax return (1041)From $800
All packages require an initial business consultation so we can understand your needs. Pricing is subject to change; confirmed pricing is locked in your engagement letter. All returns prepared by CA-licensed CPAs and IRS Enrolled Agents. Roseville Tax Pro can file any IRS Form, all 50 states. Standalone business tax returns available starting at $1,750 — see Tax Prep Only pricing.

Not sure which plan fits?
Let's figure it out together.

Book a free 30-minute consultation. We'll walk through your situation and recommend the right engagement — no pressure, no obligation.

Book free consultation View tax prep only pricing

(916) 426-7556 · 1504 Eureka Rd, Suite 325, Roseville CA