Harper Tax CPA
Plan
Price per month
Includes
Basic
$450
• Quarterly Bookkeeping & Accounting
• Annual Tax Planning Session
• Schedule C (Sole Prop) Business Tax Return Included
• Email & Phone Support for Tax Questions
Bronze
$650
Everything in Basic, plus:
• QuickBooks Online Subscription
• Onboarding & Strategy Session
• Monthly Accounting and Reporting
• Business Tax Preparation (S Corp or LLC)
• Regular Check-Ins and Email Support
Silver
$950
Everything in Bronze, plus:
• Monthly Accounting Management
• Semi-Annual Tax Planning & Strategy Meetings
• Sales Tax Returns (1–2 States)
• Custom Financial Reporting
• Monthly Cash Flow Updates
Gold
$1450
Everything in Silver, plus:
• Cash Management & Forecasting
• Custom Performance Reporting
• Industry-Specific Return Filing (Real Estate, Professional Services, etc.)
• Quarterly Tax Planning & Advanced Tax Saving Strategies
