Each business service plan covers services for a single tax year. Any multi-year crypto reconciliation, accounting catchup/cleanup, tax return preparation for multiple years, or multi-entity consolidation will most likely require additional fees beyond the starting price.
The Essential Plan is designed for startups and small LLCs that need reliable compliance, clean year-end records, and simple crypto integration.
– Single-owner crypto consulting firm or e-commerce business accepting crypto payments.
– Uses QuickBooks Online for bookkeeping, connected to 2–3 wallets/exchanges (e.g., Coinbase Commerce, Metamask, Binance).
– Up to 2,000–3,000 crypto transactions and under $1M in annual revenue.
– No more than a few bank and credit card accounts.
– No crypto payroll issues.
– No multi-entity structure, foreign operations, or investor reporting.
– Files one federal and one state business tax return.
– Annual crypto reconciliation and basic fiat bookkeeping cleanup.
– Year-end financial statements and performance reports.
– Federal and one state business tax return (Form 1065, 1120S, or 1120).
– Annual tax and business strategy session.
– One monthly email for ongoing advisory.
– Your business operates multiple wallets or exchanges that require manual consolidation.
– You have international or multi-state filing requirements.
– You require multi-year reconciliations or prior-year amendments.
– Your accounting records are incomplete and need significant data clean-up.
– You use unsupported crypto platforms or have missing transaction data.
The Advanced Plan is designed for growth-stage businesses integrating crypto and fiat reporting, and seeking proactive tax and business planning.
– A crypto mining or DeFi project company managing both crypto and fiat assets.
– Operates through one entity with multiple wallets and payment platforms.
– Total annual volume of 5,000–10,000 crypto transactions.
– Employs staff or contractors and needs crypto payroll compliance.
– Revenue between $1M–$5M, with occasional investor or lender reporting.
– Quarterly crypto reconciliation and performance reporting.
– Quarterly financial statements in QuickBooks.
– Quarterly tax and business strategy check-ins.
– Comprehensive federal and up to two state tax returns.
– Crypto payroll compliance and light controller-level oversight.
– Monthly email + up to 4 Zoom calls per year for tax and business advisory.
– 2 hours of IRS/state audit defense support.
– You have high transaction volume or use multiple DeFi protocols requiring extensive on-chain tracing.
– Your business has multiple entities or subsidiaries requiring consolidated financials.
– You need foreign tax reporting or multi-state registrations.
– You request customized reports for investors or internal management.
– You require more than 2 hours of audit or compliance support.
The Pro Plan is designed for established or venture-backed companies requiring full financial oversight, advanced tax strategies, and audit/investor readiness.
– A venture-backed crypto SaaS or fintech company with multi-entity or cross-border operations.
– Maintains separate books for two or more entities (e.g., holding + operating company).
– Handles 10,000+ crypto transactions annually including staking, lending, and NFTs.
– Has international contractors or investors requiring consolidated reporting.
– Preparing for audit, due diligence, or Series A/B fundraising.
– Monthly crypto reconciliation and QuickBooks financial reporting.
– Controller-level financial oversight and forward-looking cash flow planning.
– Quarterly business performance and health reports.
– Quarterly tax and business strategy meetings with unlimited advisory access.
– Federal and multi-state business tax returns.
– Up to 8 hours of IRS/state audit representation.
– Audit/investor readiness support and a dedicated account manager.
– Your business involves complex multi-entity consolidation or international operations.
– You require specialized financial or tax reporting (foreign filings, trusts, or subsidiaries).
– You need multi-year reconciliations or amended returns.
– Your transaction volume exceeds the plan range (e.g., 20,000+ transactions per year).
– You request expanded audit, consulting, or investor presentation support beyond included hours.
– There’s a need for third-party data correction or system integration troubleshooting.
After onboarding and document submission:
1. Our team conducts a diagnostic review to understand data volume, complexity, and reporting requirements.
2. We begin initial work (reconciliation, bookkeeping, or tax setup) to uncover any hidden data gaps or additional work needs.
3. If the scope exceeds what’s included in your plan, we’ll pause and send a customized fee quote before continuing.
4. You can decide whether to proceed — no surprises.
– Ensures fair, transparent pricing for every client based on actual complexity.
– Allows our team to start work faster instead of doing unpaid assessments.
– Provides clarity and control before any additional costs are incurred.
– Keeps the engagement simple, consistent, and efficient for both sides.
Whether you’re scaling a company, managing digital assets, or stewarding family wealth, we help you keep more of what you’ve built.