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Expert Tax Preparation and Planning Services Tailored for Your Financial Success

Our tax prep and planning services offer expert assistance in preparing and filing your taxes while maximizing deductions and credits to minimize your tax liabilities. With our tailored strategies and in-depth knowledge of tax laws, we help you optimize your tax position and make informed financial decisions for long-term success.

Tax Preparation and Planning Services

Our Process

Our Process

Our process ensures a smooth and efficient onboarding experience for new clients, providing tailored accounting services and proactive advisory support to optimize their financial operations and facilitate their business growth.

Intro / Discovery Call
We discuss your accounting needs, goals, and any specific challenges you may be facing.
Proposal
Based on the information gathered during the discovery call, we prepare a detailed proposal outlining the specific services we recommend for your business.
Onboarding and Setup
Our team will gather the necessary documentation and information to set up your accounting systems and establish a seamless transition.
Accounting + Advisory
Our team of experienced professionals handles tasks such as bookkeeping, financial statement preparation, tax planning and compliance, and more.

Tax Preparation Pricing

Business tax preparation is included in all our plans, while personal tax services can be added for an additional fee, ensuring comprehensive support for both your business and personal tax needs.

Pricing

CloudCPA Solution Pricing

1
Start 🌱
Starts at $999/mo

I'm just getting started and have revenue under $1mm/yr

  • Monthly Bookkeeping
  • P&L + Balance Sheet
  • Biz Tax Prep + File
  • Xero Accounting
  • Ramp Expense Mgmt
  • Tech Setup and Training
Book a Call
Grow 🛫
Starts at $1999/mo

I'm growing my business and have revenue under $3mm/yr

  • Everything in Start 🌱 plus...
  • Sales Tax Reporting
  • Cash Flow Forecast and Budget
  • Financial Analytics + KPIs
  • Tax Planning + Savings
  • Monthly Review + Coaching Call
Book a Call
Scale 🚀
Starts at $2999/mo

I'm scaling quickly and have revenue over $5mm/yr

  • Everything in Grow 🛫 plus...
  • Payroll Management
  • Custom Dashboards + Reporting
  • System Integrations
Book a Call
Start 🌱
Starts at $1499/mo

I'm just getting started and have revenue under $1mm/yr

  • Monthly Bookkeeping
  • P&L + Balance Sheet
  • Biz Tax Prep + File
  • Xero Accounting
  • Ramp Expense Mgmt
  • Tech Setup and Training
Book a Call
Grow 🛫
Starts at $2999/mo

I'm growing my business and have revenue under $3mm/yr

  • Everything in Start 🌱 plus...
  • Sales Tax Reporting
  • Cash Flow Forecast and Budget
  • Financial Anayltics + KPIs
  • Fathom FP&A
  • Tax Planning + Savings
  • Monthly Review + Coaching Call
Book a Call
Scale 🚀
Starts at $4499/mo

I'm scaling quickly and have revenue over $5mm/yr

  • Everything in Grow 🛫 plus...
  • Payroll Management
  • Custom Dashboards + Reporting
  • System Integrations
Book a Call

Testimonial

Thankfully a month later we found Tony T and the CloudCPA team. CloudCPA immediately helped alleviate my concerns about the accounting process. My anxious energy was always completely gone after a phone call with them. They have been doing this for so long that nothing seems to phase them or throw them off and their confidence is super contagious.

KylaThriiv Company, LLC

CloudCPA has been instrumental in fixing my “problems” of the past and I consider them true financial mentors who will bend over backwards to keep things moving smoothly.

Greg D.OAFA, Inc.

I have used CloudCPA for many years and they are professional, thorough, stay up to date on all laws and fairly priced. I wouldn't use anyone else, period.

Jon S.Keyword Rockstar

Client Feedback ❤️

Hundreds of business owners have solved their accounting and tax issues by switching to CloudCPA! Check out what they have to say.