Pricing
Flexible Pricing Plans for Every Stage of Your Financial Journey
Discover ProTax’s transparent pricing and custom packages, tailored to meet your business and personal financial needs. With solutions that scale as you grow, we’re here to provide you with top-notch service, value, and peace of mind. Find the perfect plan to achieve your goals.
Transparent Pricing & Tailored Packages
for Your Financial Needs
At ProTax, we offer clear, competitive pricing and customizable packages to fit your unique financial requirements.
Whether you’re a small business, a high-net-worth individual, or in need of specialized CFO services, our flexible solutions
are designed to provide maximum value and support your financial goals. Explore our packages today to find the right fit for your needs.
(For Individuals & Small Business Owners, Freelancer etc)
$599 / Month
- Monthly bookkeeping (for limited transactions)
- Quarterly tax estimates and consultation
- Annual tax return preparation and filing
- Access to a client portal for document upload and storage
- Basic financial reporting (Profit & Loss, Balance Sheet)
- Access to CPA for your Tax questions
- Annual planning meeting/call with CPA
(For Growing SMBs)
$799 / Month
- Everything in the Basic Plan
- Payroll services (up to a 2 employees)
- Monthly financial reporting and analysis
- Mid-year tax planning session
- Regular compliance checks (sales tax, business licenses)
- Priority email and phone support (response within 24 hours)
- Access to our knowledgeable accounting staff
- Monthly sales tax support if any
- Quarterly Tax planning with CPA
- Business Federal Tax Return Preparation
- Business State Tax Return preparation (1 state)
Great solution for an established business that needs a tactical accounting and tax planning partner and Growing Business, with a need for more support. This service takes the accounting burden off the business owner to allow them to focus on what they do best for their business.
(For Medium and large size business)
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- Everything in the Standard Plan
- Tax planning strategies for wealth preservation
- Audit representation and support
- Quarterly business performance reviews and financial forecast
- On-call support (dedicated accountant)
Complete package for larger and more complex organizations looking for strategic advisory and management consultation as well as outsourced accounting services. This solution allows the ownership to work on the business primarily and build a self-sustaining enterprise.
