CPA/EA-led tax & advisory · Gaithersburg, MD
Your Family CFO
for Life.
Thorough Financial Services routes each client into Foundation, Growth, or Executive — then delivers tax preparation, estimates, planning, book review, advisory cadence, and renewal right-sizing through a CPA/EA-led workflow.
Final scope and pricing depend on your facts and a signed engagement letter. Sensitive documents are collected only after engagement through the secure client portal.
One active package · clear cadence
Foundation, Growth, or Executive. One active package. Clear cadence.
TFS does not start with a document dump. It starts with fit. Your package sets the cadence: Foundation for reliable year-round tax support, Growth for monthly financial visibility and quarterly strategy, and Executive for strategic tax and CFO-level coordination.
Why TFS is different
Structure made visible.
Four commitments transactional, promise-first tax shops can’t make.
Package-fit before proposal
We recommend a tier after a fit conversation and CPA review — you never pick blind.
Relationship pricing
A recurring rate for a defined cadence, right-sized honestly at renewal — not a one-off invoice.
Secure portal workflow
Documents, organizers, e-signature, and messages run through the client portal — not scattered email.
CPA-reviewed decisions
Every professional judgment is owned by a CPA. Automation routes and reminds; it never decides.
Packages
Three tiers. One active package.
Each package is a single recurring service with a defined cadence. We recommend the tier that fits after a fit conversation and CPA review — you never self-select blindly.
Foundation
Individuals, solo professionals, side-business & single-entity owners who want year-round support — not just an April return.
Is Foundation right for me?Growth
Established service businesses with current books that need monthly CPA review and quarterly tax strategy.
Is Growth the right fit?Executive
Multi-entity households and trust/estate or pre-transaction complexity needing CFO-level coordination.
Talk about ExecutiveFinal scope and pricing depend on your facts and a signed engagement letter. TFS recommends a package after a fit conversation and CPA review.
| Foundation | Growth | Executive | |
|---|---|---|---|
| Best for | Individuals & single-entity owners | Established service businesses | Multi-entity, trust/estate, pre-transaction |
| Advisory cadence | Quarterly estimates + 30-min Q4 | Monthly review + quarterly 60-min call | Monthly 60-min CFO-level call |
| Book review | Not included | Monthly CPA review (not data entry) | Monthly consolidated, up to 4 entities |
| Response standard | 48 business hours | 24 business hours | Same-day, best effort |
| Starting point | $375/mo | $1,200/mo | $2,800/mo |
A quick orientation — we confirm the fit together
Which level likely fits?
-
1
Mostly a personal or single-entity return? You’ll likely start in Foundation — annual prep, estimates, Q4 planning, and year-round continuity.
-
2
Running an established business with current books? Growth adds monthly CPA review and quarterly strategy.
-
3
Multiple entities, a trust or estate, or a transaction ahead? Executive brings CFO-level coordination and trust/estate scope.
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4
Books not current yet? We scope a short cleanup first, then begin your recurring cadence.
How it works
A safe first step — then a steady cadence.
A fit conversation is a low-commitment first step, not an engagement. Here’s the path from first contact to year-round delivery.
Inquiry
You reach out with a few non-sensitive facts.
Fit conversation
We understand your situation and likely tier.
Recommendation
CPA review confirms the package and scope.
Proposal + EL
Engagement letter & autopay in the client portal.
Onboarding
Portal setup, checklist, recurring deliverables.
Cadence + renewal
Year-round delivery, right-sized annually.
A fit conversation is not a tax-planning engagement, proposal, or client relationship. Professional tax software prepares returns; CPAs make every professional judgment.
A controlled, professional workflow
The right tool owns each lane.
Your relationship, documents, and signatures live in the secure client portal. Returns are prepared in professional tax software; books are reviewed from accounting software; planning analysis is run with professional tools. Automation routes and reminds — it never decides your tax positions, files a return, or sends advice without CPA review.
Who it’s for
Built for structured, year-round relationships.
Find the description that sounds like you — and we’re honest about who TFS isn’t built for.
Solo & single-entity owners
Individuals, solo professionals, side-business and single-entity owners.
Growing service firms
S-corps, partnerships, and multi-member LLCs needing more than annual prep.
Multi-entity & trust/estate
Complex households, trusts requiring 1041 work, pre-transaction owners.
TFS is probably not the right fit if you…
- × only want the cheapest possible return
- × don’t value year-round touchpoints
- × won’t use a secure client portal
- × want guaranteed savings or refunds
- × are seeking investment advice
Before you reach out
The public website is for lead routing only. Do not submit SSNs, EINs, tax returns, notices, bank statements, payroll reports, trust documents, estate documents, K-1s, or other sensitive tax information through this site. If TFS is the right fit, secure document collection happens after engagement inside the secure client portal.
Common questions
Answers before the conversation.
The questions we hear most — answered up front and grouped by what you’re deciding, so you can read them at a glance.
Choosing your package
How do I know which package I need?
You don’t pick blind — we recommend a tier after a fit conversation and CPA review.
I have a trust or estate. Which tier?
That routes to Executive, which includes up to two Form 1041 returns; more is scoped separately.
Pricing & scope
Are these your real prices?
They’re starting points ($375 / $1,200 / $2,800 per month); final scope and price are set in the engagement letter.
Do I need clean books for Growth?
Yes — current, reconciled accounting books (or an approved equivalent). Growth is review-level, not data entry.
How we work together
How do we exchange documents?
Securely in the client portal after engagement — never through this website.
How fast do you respond?
By tier: 48 business hours (Foundation), 24 business hours (Growth), and same-day best-effort (Executive).
Start with the right package.
Schedule a Fit Conversation so TFS can understand your entity structure, books status, trust or estate involvement, timing, and likely service cadence — before any sensitive records are collected.
In production this opens the online scheduler. A fit conversation is not an engagement — no documents are collected here.
A fit conversation is not a tax-planning engagement, proposal, or client relationship. Final scope and pricing depend on CPA review and a signed engagement letter.