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LEDGER_DASHBOARD.EXE
LIVE
RETURNS FILED THIS YEAR
0

Federal, state & local across 38 jurisdictions

ACCURACY RATE
0.0%

Zero IRS penalties across all filed returns

CLIENT TAX SAVINGS
$0.0M

Recovered through credits, deductions & strategy

// METRICS UPDATED DAILY AT 00:00 UTC
// FY2025 · ALL JURISDICTIONS · VERIFIED

Pricing · FY2026

Precision Has a Price. Pick Yours.

Three tiers. Zero ambiguity. Every plan maps directly to your business stage — from your first 1099 to your fourteenth state nexus filing.

No setup fees. No surprise invoices.
Dedicated CPA from day one on Growth+.
IRS audit defense included on Enterprise.
Scroll to compare tiers
// Tier Selection

Three tiers. One decision.

Essential

Your first real accounting team

$299/mo

or $249/mo billed annually

// Founders & freelancers under $2M ARR

Lock In Essential
Most Selected

Growth

Scale without the compliance headache

$699/mo

or $549/mo billed annually

// Series A+ companies, $2M–$25M ARR

Lock In Growth

Enterprise

Multi-entity. Multi-state. No mistakes.

$1499/mo

or $1299/mo billed annually

// CFOs, PE-backed cos, estate attorneys

Lock In Enterprise
// Feature Comparison Matrix

Hover any feature for context.

// Each tier solves the next stage of business complexity — self-select by recognizing your pain.

Feature
Essential
Growth
Enterprise
// Tax Preparation
Federal & State Tax Filing
Full preparation and e-filing of federal Form 1120/1065 and all applicable state returns.
Multi-State Nexus Analysis
If your company has employees, property, or sales in multiple states, you may owe taxes there. We map your exposure and file accordingly.
R&D Tax Credit Studies
Section 41 R&D credits can offset payroll taxes for startups. We document qualifying activities and file the credit study.
International Tax (FBAR/GILTI)
Foreign bank reporting, controlled foreign corporation filings, and GILTI inclusion calculations for global operations.
Transfer Pricing Documentation
Intercompany transaction documentation required when your entities operate across tax jurisdictions.
// Bookkeeping
Monthly Reconciliation
Every bank account, credit card, and payment processor reconciled to the penny each month.
Accrual Basis Accounting
GAAP-compliant accrual accounting required for fundraising, acquisitions, and clean audits.
Multi-Entity Consolidation
Roll up financials across subsidiaries, SPVs, and holding companies into a single consolidated view.
Revenue Recognition (ASC 606)
Critical for SaaS companies: proper deferred revenue treatment and MRR/ARR reporting under the new standard.
// Payroll & Compliance
Payroll Processing
Full-service payroll including direct deposit, tax withholding, and W-2/1099 issuance.
Up to 10 employees
Up to 50 employees
Unlimited
Sales Tax Filing
Economic nexus rules mean you may owe sales tax in states where you've never set foot. We calculate and file.
Up to 5 states
All states
Equity Compensation Reporting
ISO/NSO option exercises, 83(b) elections, and RSU vesting events reported correctly on W-2s and 1099s.
// Advisory & Access
Dedicated CPA
A named, licensed CPA who knows your business — not a support queue.
Advisory Hours / Month
Scheduled strategy sessions for tax planning, fundraising prep, and financial modeling.
1 hour
4 hours
12 hours
CFO-Level Reporting
Board-ready financial packages: P&L, balance sheet, cash flow, KPI dashboard, and variance analysis.
IRS Audit Defense
If you receive an IRS notice or audit, your dedicated CPA handles all correspondence and representation at no additional cost.
Trust & Estate Accounting
Fiduciary accounting, beneficiary reporting, and trust tax returns prepared with zero transposition errors.
// Credentials & Compliance
⚖CPA CertifiedAll 50 States
🔏IRS Enrolled AgentsAudit Representation
🛡SOC 2 Type IIData Security
✦AICPA MemberQuality Standards
◈QuickBooks ProAdvisorCertified Partner
◇Xero PartnerGold Status
// Trusted by founders and CFOs at
Meridian Capital· PE-backed SaaS
Halcyon Ventures· VC Fund
Stonebridge Group· Family Office
Nexus Biotech· Life Sciences
Clearwater RE· Real Estate
Apogee Software· Series B SaaS

// No sales call required

The bottom line is already reconciled.

Pick your tier, complete a 5-minute intake form, and your dedicated CPA will reach out within one business day. No retainer surprises. No scope creep.

Lock In EssentialLock In GrowthLock In Enterprise

All plans include a 30-day satisfaction guarantee · Cancel anytime · Data export on request