Three packages · one active per client
Year-round tax support, matched to the complexity of your business.
Every TFS client is on one of three packages — Foundation, Growth, or Executive. Each is a single recurring service with a defined cadence of tax preparation, estimates, planning, and advisory, delivered through a CPA/EA-led workflow. We recommend your package after a fit conversation and CPA review.
Schedule a Fit Conversation →How our pricing works
You pay for a relationship and a cadence — not a one-time return.
Each package is a single recurring service billed monthly on autopay. Your rate reflects the year-round cadence of work — preparation, estimates, planning, book review where included, and advisory — sized to the complexity of your situation. You are never charged per form or per question within your scope. Each year at renewal we right-size your package up or down so you pay for the cadence you actually need.
Final scope and pricing depend on your facts and a signed engagement letter.
Recurring, not transactional
A single recurring service billed monthly on autopay — for a defined year-round cadence.
Complexity-based
Your tier reflects the complexity of your entities and returns — not a count of forms or questions.
Right-sized at renewal
Each year we adjust your package up or down, so you pay for the cadence you actually need.
The three packages
Find where you’d start.
Starting points shown — final scope and price are set in your engagement letter after a fit conversation and CPA review.
Foundation
Individuals, solo professionals, and single-entity owners who want reliable year-round support — not just an April return.
Is Foundation right for me?Growth
One operating business with current books that wants 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.
Compare
Cadence and deliverables, line by line.
What each package delivers across the year — so you can see exactly where the tiers differ.
| Need | Foundation | Growth | Executive |
|---|---|---|---|
| Best for | Individuals & single-entity owners | Established service businesses | Multi-entity, trust/estate, pre-transaction |
| Starting price | $375/mo · $4,500/yr | $1,200/mo · $14,400/yr | $2,800/mo · $33,600/yr |
| Tax preparation | Annual return + quarterly estimates | Annual return + quarterly estimates | Annual return + estimates, up to 2× Form 1041 |
| Advisory cadence | 30-min Q4 planning | Quarterly 60-min call + Nov planning + Dec strategy letter | Monthly CFO-level call |
| Book review | — | Monthly CPA review + 2-page financial pack | Monthly consolidated, up to 4 entities |
| Reporting | — | 2-page financial pack | Board-ready deck |
| Advisor coordination | — | — | Included, with authorization |
| Response standard | 48 business hours | 24 business hours | Same-day, best effort |
| Billing | Monthly autopay | Monthly autopay | Monthly autopay |
Monthly book review is CPA review, not bookkeeping data entry — books must be current. Add-on services are billed separately and never bundled. Final scope and pricing are set in your engagement letter.
A quick orientation — we confirm the fit together
You’re likely a fit for…
Plain-language signals to help you recognize your likely tier. We confirm it together in a fit conversation.
Foundation — likely if you…
- ✓you file a personal or single-entity return and want year-round continuity, not just filing
- ✓you need quarterly estimates and a Q4 planning touchpoint
- ✓you don’t yet need monthly financial reporting
Growth — likely if you…
- ✓you run one operating business with current books in accounting software (or an approved equivalent)
- ✓you want monthly CPA review and a 2-page financial pack
- ✓you value quarterly advisory and proactive year-end planning
Executive — likely if you…
- ✓you have multiple entities, a trust or estate (Form 1041), or high-AGI complexity
- ✓you are approaching a transaction or need advisor coordination
- ✓you want CFO-level monthly cadence and board-ready reporting
The package ladder
When you’ve outgrown a tier.
The model is a ladder you move up as complexity grows — and renewal can move you down, too. Here’s when to step up.
Foundation
→Growth
Move up when…- ⌃you start an operating business that needs monthly financial visibility
- ⌃you want quarterly advisory and proactive year-end planning, not just an annual touchpoint
- ⌃your books are now maintained monthly in accounting software
Growth
→Executive
Move up when…- ⌃you add entities (multi-entity consolidation) or a trust/estate requiring Form 1041
- ⌃your AGI/complexity rises, or a sale, merger, or transaction is on the horizon
- ⌃you need CFO-level cadence, board-ready reporting, or coordination with outside advisors
Scope exceeded within a tier (extra entities, a second 1041, a cleanup) is handled with a named add-on — not by silently bundling. Any tier change is confirmed by CPA review and an updated engagement letter.
Scope discipline
Clear about what’s separate.
Packages are clean recurring services. Anything beyond the tier cadence is a named add-on — never silently bundled.
Not part of any package
- ×Bookkeeping / data entry — always a separate service
- ×Guaranteed tax savings or refund outcomes
- ×Unlimited access or open-ended hours
- ×Investment advice (TFS is tax & advisory, not an RIA)
- ×Scope beyond the canonical tier cadence
Handled as named add-ons
- +Books cleanup / catch-up and recurring bookkeeping
- +Additional entity or additional state return
- +Planning sessions & pre-transaction planning
- +Additional Form 1041; payroll & sales-tax filings
- +IRS/state notice handling & representation
Add-on services are invoked only when your situation exceeds the scope of your package — they are never bundled into it. Final scope and pricing depend on your facts and a signed engagement letter. How exception & add-on services work →
How pricing is set
From interest to a real number — CPA-owned.
You never get a price from a form. Scope and price are set by a CPA and put in writing.
Fit conversation
We learn your structure, books status, and timing.
CPA review
Joel confirms tier, exclusions, and any add-ons.
Proposal
A proposal reflects your actual scope.
Engagement letter
Final scope & price are set and signed here.
A fit conversation is not an engagement, proposal, or client relationship. Final scope and pricing depend on CPA review and a signed engagement letter.
Not sure which package fits? That’s what the conversation is for.
Schedule a Fit Conversation and TFS will recommend Foundation, Growth, or Executive after understanding your situation — 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.
Package overviews are sent with the engagement-letter caveat; downloads do not imply final scope. A fit conversation is not a tax-planning engagement, proposal, or client relationship.