Plans | Chris Parker CPA

Bronze

Filed

For households and businesses that need it done right, once a year, by someone who’ll answer the phone in August.

From$350/ return

Federal and one state. Part-year or multi-state quoted. Business returns from $750, plus software fees.

Federal and state return, reviewed and signed by Chris
Secure portal, e-signature, IRS e-file confirmation
Written advisory note with the return
IRS notice screening if a letter arrives
A year of post-filing questions, answered

Start with Filed

Silver

Planned

Everything in Filed, plus a plan for the year ahead — so April is a formality, not a reckoning.

From$75/ month

Billed monthly or annually through your portal, plus software fees.

Everything in Filed
Written tax strategy memo with a multi-year projection
Quarterly estimates calculated and scheduled
Mid-year check-in call: Roth, IRMAA, timing, entity
Priority portal messaging

Start with Planned

Most complete

Gold

Partnered

Your books, your taxes, your strategy — one firm, all year. Built for owners who want to run the business on facts.

From$400/ month

Scoped to your transaction volume at intake, plus software fees.

Everything in Planned
Monthly bookkeeping in QuickBooks Online, closed by the 15th
Real P&L and balance sheet every month
Business and owner returns, together
Quarterly strategy call; S-corp compensation and entity review
A direct line to Chris

Start with Partnered

Included	Filed	Planned	Partnered
Federal and state return, reviewed and signed by Chris	✓	✓	✓
Secure portal, e-signature, e-file confirmation	✓	✓	✓
Written advisory note with the return	✓	✓	✓
IRS notice screening	✓	✓	✓
Post-filing questions, all year	✓	✓	✓
Tax strategy memo and multi-year projection	—	✓	✓
Quarterly estimates calculated and scheduled	—	✓	✓
Mid-year check-in call	—	✓	✓
Priority portal messaging	—	✓	✓
Monthly bookkeeping, closed by the 15th	—	—	✓
Monthly P&L and balance sheet	—	—	✓
Business and owner returns together	—	—	✓
Quarterly strategy call; entity and S-corp review	—	—	✓
Direct line to Chris	—	—	✓

Starting takes about two minutes: you create your portal login, pick the service you need, and the engagement letter and intake follow automatically. Prefer to talk first? Book a call.

Third-party software fees, such as tax filing and payroll platforms, are billed at cost.

Need something these don’t cover — a trust return, a nonprofit 990, an entity formed, a notice answered? Every service is available on its own →

Why “from”?

Because a return with three rental properties and a K-1 is not the same job as a W-2 and a mortgage. The starting price is what a straightforward version costs. After a twenty-minute call and a short intake, you get a quote that reflects the value of the work, the hours it takes, and any third-party software fees. That is what you pay.

How is it billed?

Through your secure client portal. Annual plans can be paid up front or monthly; Partnered is monthly. Invoices, receipts, and payment all live in the same place as your documents, so nothing arrives by email. Third-party software fees, such as tax filing and payroll platforms, are billed at cost.

Can I move between plans?

Yes, at any renewal. Most clients start with Filed, see what the advisory note catches, and step up to Planned the following year. Owners usually come in at Partnered once they have stopped enjoying doing their own books.

Who actually does the work?

Chris leads every engagement and signs what goes out. Behind him is a team of CPAs, payroll, and admin staff, so the work moves faster and costs less than any one person could manage — and your point of contact stays Chris.

Three ways to work together.