Service Tiers & How Fees Work

Small Business Service Tiers

Pick the level of support that matches where your business is right now. Move up when you outgrow it.

Essentials

Compliance done right

From $1,500 / year

billed annually, retainer scales with scope

Best for: small businesses that keep their own books and just need accurate, on-time filings.

Includes:

Annual business tax return (Schedule C, 1065, or 1120-S)
Texas franchise tax report and PIR
Year end bookkeeping review and cleanup
Email support for quick questions
One planning call before year end

Steady

Books and tax, handled

From $400 / month

billed monthly, retainer scales with volume

Best for: established small businesses that want clean books, on-time filings, and a CPA who actually picks up.

Everything in Essentials, plus:

Monthly bookkeeping in QuickBooks Online
Monthly P&L and balance sheet
Bank and credit card reconciliations
Quarterly estimated tax calculations
Quarterly check in call

Strategic

Year round CPA on call

From $750 / month

billed monthly, retainer scales with complexity

Best for: growing businesses that need ongoing tax strategy, entity advice, and a CPA who knows the business deeply.

Everything in Steady, plus:

Tax planning sessions twice a year
S corporation election review and reasonable salary analysis
IRS notice response included
Direct CPA access for ad hoc questions
Owner Form 1040 preparation included

All tiers include the TaxDome client portal, electronic signatures, and direct access to JEM CPA.

Individual Tax Preparation

Form 1040 and related schedules, priced per engagement.

From

$400 / return

flat retainer for a straightforward W-2 return, billed once per engagement

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Pricing scales with what's on the return:

Rental property (Schedule E)
Equity compensation (RSUs, ISOs, ESPPs)
Multistate activity or part-year residency
Small business income on Schedule C
Major life events (marriage, divorce, home sale, death in family)

Every engagement gets a written retainer quote upfront, before any work begins. No hourly billing. No surprise invoice in the mail.

How Fees Work

A retainer model, in plain English.

Retainer Up Front

Every engagement starts with a retainer collected before work begins. The retainer covers the agreed scope of work in the engagement letter.

Settled Before Filing

If your return or project ends up requiring more work than the retainer covers, the additional charge is shown to you and settled before the return is filed or the work delivered. Nothing happens without your sign off.

No Hourly Billing

You will never see a bill that says "0.3 hours, phone call." Quick questions during normal business hours are part of the relationship, not a billable event.

Paid Through the Portal

Invoices live in the TaxDome client portal alongside your documents and engagement letter. Pay by ACH or card, no paper checks needed.

Not sure which tier fits, or have a situation that does not look like any of the boxes above? That is the most common reason people book a consultation. Start with a conversation.