Lake Mary, FL CPA Firm | Partnerships Pricing Page

All-inclusive Accounting Packages to Fit Your Budget. Get Started Today For Free.

Starter

Starting at $85 / month

Revenue of $0 - $50K
No Credit Card Required

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Basic

Starting at $125 / month

Revenue of $50K-$125K
No Credit Card Required

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Pro

Starting at $175 / month

Revenue of $125K-$250k
No Credit Card Required

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Elite

Starting at $195 / month

Revenue of $250K-$400K
No Credit Card Required

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Custom

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Revenue of $400K+
No Credit Card Required

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All Plans Come With:

Federal Tax Return Discount (yearly agreement)

Each year we will prepare and e-file form 1040 which is your personal tax return. All returns are reviewed by a CPA and you will always approve everything before we file.

State Tax Return Discount (yearly agreement)

Included with every package is one state tax return prepared and filed for you.

Schedule A Discount

As part of your personal tax return, we will prepare a schedule of all itemized deductions helping you reduce tax liability and ensuring we find every deduction possible.

Schedule C Discount

Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.

Monthly Bookkeeping Service

Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month.

Financial Review Board Reports

2 times per year our Financial Review Board meets internally to review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business. You will receive a summary of what we discuss after each meeting.

Estimated Tax Vouchers

Electronic Copies of Tax Documents

We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.

After we e-file your returns, we’ll send you an email with copies of all your documents that you can store with your personal records.

Communication with RO-CPA Staff (Limited)

All Core packages come with 1 monthly email to our staff for financial questions or concerns.

Services for Individuals

Personal Financial Planning

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Free Initial Consultation!
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Estate Planning

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Free Initial Consultation!
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Elder Care

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Free Initial Consultation!
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Business Services

Small Business Accounting

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Unlimited Consultations!
Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.

Payroll

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We offer 3 custom payroll processing options.
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Part-Time CFO services

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Free Initial Consultation!
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Audits - Reviews - Compilations

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Call for a Free Initial Consultation!
We'll help you understand each report's unique strengths and weaknesses.

Cash Flow Management

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Free Initial Consultation!
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Bank Financing

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You get the money you need because we know exactly what banks want to see.
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Business Valuation

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Free Initial Consultation!
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Strategic Business Planning

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Free Initial Consultation!
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Succession Planning

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Free Initial Consultation!
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New Business Formation

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We help you avoid the common pitfalls that many new small business owners make when starting their new venture.
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Non-Profit Organizations

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Free Initial Consultation!
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Internal Controls

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Free Initial Consultation!
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Litigation Support

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In today's world of increasingly complex litigation you simply cannot do it alone.
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Tax Services

Tax Preparation

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Books a Mess? No Problem!
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Tax Planning

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We continually look for ways to minimize your taxes throughout the year.
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IRS Audit Representation

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Free Initial Consultation!
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Non-Filed Tax Returns

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Free Initial Consultation!
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Back Taxes Owed

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Free Initial Consultation!
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Payroll Tax Problems

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Free Initial Consultation!
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IRS Liens

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Free Initial Consultation!
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IRS Levies

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Free Initial Consultation!
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IRS Wage Garnishment

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Free Initial Consultation!
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IRS Seizures

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Free Initial Consultation!
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Offer In Compromise

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Free Initial Consultation!
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IRS Payment Plan

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Free Initial Consultation!
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Bankruptcy

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Free Initial Consultation!
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Innocent Spouse Relief

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Free Initial Consultation!
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Get Your IRS File

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Free Initial Consultation!
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Quickbooks Services

QuickBooks Setup

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We work with many small business owners and our rates are designed to fit the budgets of our clients.

QuickBooks Training

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Call today to set-up an appointment.

QuickAnswers

$20.00 per Question

If we cannot adequately resolve your problem or question, your money will be refunded 100%, guaranteed.

QuickTuneup

$295.00

A QuickBooks Tune-up is a smart and affordable way to get a handle on your books.