Every month
Books reviewed
CPA review of your accounting software file + a 2-page financial pack with commentary.
For professional-service firms · DMV metro
Your practice runs on a calendar. So should your CPA.
TFS is the structured tax and advisory partner for professional-service owners — attorneys, physicians and dentists, consultants, and agency principals. One package, a written cadence, and a CPA/EA who reviews your numbers monthly, not once a year in April.
Final scope and pricing depend on your facts and a signed engagement letter.
Built for
Established owner-led practices.
Owner-led professional firms — typically an S-corp or PLLC with real revenue, a payroll, and books in a supported accounting platform. You bill for expertise, your time is the inventory, and your tax picture is dominated by owner compensation, entity structure, and quarterly estimates.
Solo professionals earlier in the arc — a side practice, a first year of self-employment — usually fit Foundation rather than Growth, and we’ll say so in the fit conversation.
Attorneys
Physicians & dentists
Consultants
Agency principals
The frictions
Four problems structure removes.
Each answered by a structural feature — a cadence, not a promise.
The friction
Estimates that surprise. Quarterly payments set once in April, wrong by October.
The structural answer
Estimates recalculated on cadence, from books a CPA actually reviewed that month.
The friction
Owner pay by gut feel. Salary vs. distribution decided at year-end, defensively.
The structural answer
Owner compensation reviewed on the quarterly advisory call, documented before year-end.
The friction
Books that lag decisions. Hiring and pricing calls made on quarter-old numbers.
The structural answer
Monthly CPA review with a 2-page financial pack and commentary — visibility on a schedule.
The friction
April as an ambush. One conversation a year, after everything is already decided.
The structural answer
A November planning session and a December strategy letter, every year, by design.
A practice year on cadence
The Growth rhythm, on your calendar.
Map it against your own year — this is the segment’s strongest proof.
Every quarter
Advisory call + estimates
A 60-minute strategy call; estimated payments recalculated and scheduled.
November
Planning session
90 minutes on year-end moves — before the year closes, while choices still exist.
December
Strategy letter
Your annual tax strategy, in writing.
Spring
Returns filed
Business and owner returns prepared and e-filed — no ambush, because nothing is new.
Cadence shown is the Growth rhythm — the most common fit for established practices. Growth requires current books; if books need cleanup, that’s a named add-on (ONB-Books) before the cadence starts. Foundation and Executive run their own written cadences.
Which package
Same three tiers, tuned to a practice.
Same prices, same caveat — we recommend the fit after a conversation and CPA review.
Foundation
Starting at
$375
/mo
Solo professionals and early practices — year-round tax support, quarterly estimates, Q4 planning.
Is Foundation right for me?Growth
Starting at
$1,200
/mo
The established practice — monthly CPA review, quarterly advisory, November planning, current books required.
Is Growth the right fit?Executive
Starting at
$2,800
/mo
Multi-entity owners — practice plus real estate, management entities, trusts, or a transaction ahead.
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. Bookkeeping is always a separate service.
Get started
Put your practice on a cadence.
A fit conversation is fifteen minutes — your entity picture, your books, your timing. We’ll recommend the package that matches, or tell you plainly if TFS isn’t the right firm.