Foundation · starting at $375/mo
Year-round tax support for individuals and single-entity owners.
Foundation is a single recurring service that keeps your taxes handled on a cadence — your annual return, quarterly estimates, and a year-end planning conversation — all through a CPA/EA-led workflow. No scramble in April, no wondering where things stand the rest of the year.
Is Foundation right for me?Who Foundation is for
Built for you if…
- You file a personal return, or run a single-entity business (sole proprietor, single-member LLC, or solo S-corp).
- You want a CPA/EA relationship year-round — not a once-a-year handoff to whoever’s available.
- You make estimated payments and want them calculated and tracked, not guessed.
- You’d value a year-end planning conversation before the year closes — while there’s still time to act.
Foundation is the entry point to “Your Family CFO for Life” — the same structured relationship, sized for individuals and single-entity owners.
What’s included
The Foundation cadence.
Exactly what’s delivered across the year — and how fast we respond.
Tax return
Your federal & state individual or single-entity return, prepared and e-filed.
Estimated payments
Estimates calculated and tracked each quarter.
Planning touchpoint
A 30-minute year-end planning conversation.
Response standard
Email replies within 48 business hours.
Delivered through the secure client portal — documents, organizer, e-signature, and messages in one place. Billed monthly on autopay.
Scope discipline
Clear about what’s not included.
Foundation does one thing well. Here’s the path when you need more.
Not part of Foundation
- Monthly bookkeeping or book review
- Monthly financial reporting or a financial pack
- Quarterly advisory calls (Foundation has one Q4 touchpoint)
- Multi-entity returns, trust/estate (Form 1041), or consolidations
- Guaranteed tax savings, unlimited access, or investment advice
Where that work lives instead
- Monthly review & quarterly advisory → Growth
- Multi-entity, trust/estate, pre-transaction → Executive
- Books cleanup, extra entity/state, planning session, notices → named add-ons
- Bookkeeping is always a separate service
Add-on services are invoked only when your situation exceeds the scope of your package — never bundled into it. Final scope and pricing depend on your facts and a signed engagement letter.
Relationship pricing
Foundation pricing.
Year-round support for individuals and single-entity owners.
Final scope and pricing depend on your facts and a signed engagement letter. TFS recommends a package after a fit conversation and CPA review.
The package ladder
When to consider moving up.
These are routing signals, not commitments — and renewal can right-size you down, too. TFS confirms any change after CPA review.
Consider Growth if you…
- now run an operating business that needs monthly CPA book review and a financial pack
- want quarterly advisory calls and proactive year-end planning, not a single Q4 touchpoint
- are making decisions that need monthly financial visibility
Consider Executive if you…
- add additional entities, or take on a trust or estate requiring Form 1041
- face pre-transaction complexity (a sale, merger, or major event) or need advisor coordination
- want CFO-level monthly cadence and board-ready reporting
A one-off need (extra state return, a planning session, a notice) can often be handled with a named add-on — without changing your package.
Fit conversation
Is Foundation right for me?
Schedule a fit conversation and TFS will confirm whether Foundation matches your situation — or point you to the tier that does — before any sensitive records are collected.