Pricing
Bookkeeping, tax, CFO services and payroll — pick the track you need. Every plan is quoted up front, with no hidden fees.
Move the slider to your monthly expenses and the plan price updates.
Starter
For pre-revenue companies and companies with streamlined needs
Core
For revenue generating companies that are growing
Same slider as Starter — Core adds a deeper monthly close and reporting.
Plan Plus
Let us tailor a plan to meet the unique needs of your business
Included with every tax plan
- Federal corporate income tax filing
- State corporate income tax filing
- Delaware Franchise tax filing
- Free tax extension
Standard
For profitable C corps, LLCs, S corps, or businesses with foreign subsidiaries
*with a discount for 2023 taxes only, to $4,950
Additional Services
| Service | Essentials | Standard |
|---|---|---|
| 1099–NEC filings | 10 included, then $5/filing | 25 included, then $5/filing |
| 1099-NEC on-time filing preparation | $125 / hour | $125 / hour |
| Additional city income tax filing | $500 / city | $700 / city |
| Additional state income tax filings | $500 / state | $900 / state |
| Foreign subsidiaries 5471 | — | $2,500 / subsidiary |
| Foreign shareholder return 5472 | $500 / shareholder | $500 / shareholder |
| Foreign financial accounts | $500 / FBAR | $500 / FBAR |
| Tax consulting services | Starts at $400 / hour | Starts at $400 / hour |
Basic
Your CFO analyzes business performance and extracts key insights
Essential
Your CFO initiates strategic projects and becomes a catalyst for growth
Custom
Your CFO becomes deeply integrated with your team to lead data-driven strategies
The Budget & Forecast Model for every plan includes
- Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
- Scenario planning (base case, bear case, bull case)
- Budget vs actuals
- Industry-specific KPI dashboard
- Headcount & compensation plan
Not seeing a plan that’s right for you? Get in touch and we’ll help you build a custom plan that meets your unique needs.
Usameritax CFO Services is a product offering from usameritax.com Inc. We do not provide any full-time or part-time corporate officers.
Starter
We charge one-time set up fee $400
1 Employee:
2+ Employees:
Payroll is delivered through Gusto, our preferred partner. See what is included ›
What the work behind each plan actually is
Bookkeeping
Monthly close, reconciliations and statements — priced on your monthly expenses.
Bookkeeping servicesTax
Federal and state business returns, owner returns, extensions and IRS representation.
Tax preparationCFO
Modelling, budget versus actuals, KPI reporting and the tax planning that precedes filing.
CFO servicesQuestions about pricing
Q Are these prices really flat, or is there an hourly bill later?
The plan fee is flat and agreed before we start. Work outside the plan — extra state filings, shareholder returns, FBAR filings, catch-up bookkeeping for prior years — is listed above with its own price, so you see it before it is done, not on an invoice afterwards.
Q Which bookkeeping tier am I in?
It follows your monthly expenses, not your revenue. Move the slider in the bookkeeping tab to your own number and the plan price updates; every tier is also listed on the bookkeeping page.
Q Do I have to take bookkeeping to get the tax plan?
No — each service stands alone. In practice the tax work is cheaper and faster when we already keep the books, because there is nothing to reconstruct in March.
Q What if my books are years behind?
Then the first step is catch-up work, quoted separately once we have seen the volume, and the monthly plan starts after that. Bring it to the free call — it is a common starting point, not a problem.
Not sure which plan fits?
Book a free call — we will look at your books and tell you exactly what you need.