TaxaidUSA Pricing

Your All-in-One Financial Strategy Team

Join the growing number of business owners who partner with Tax Aid USA for stress-free financial management. Our integrated advisory plans are a smart investment in your company’s future.

Three Plans To Choose From.

  • Starter Plan

    $5,610.00/annually

    New entrepreneurs, solopreneurs, and single-member LLCs who want professional bookkeeping and worry-free tax filing.

    Book A Free Consult
    Includes The Following:

    Bookkeeping

    • Monthly done-for-you bookkeeping
    • Connect multiple business bank accounts
    • Dedicated bookkeeping team
    • Year-end tax-ready books
    • Tax deduction tracking

    Taxes

    • Quarterly tax estimates and payment guidance
    • S-Corp election guidance and support
    • Personal income tax prep and filing
    • Document management and automated filing reminders
    • Free tax extension filing support (as needed)

    Reports & Tracking

    • Monthly income, expense, and profit reports
    • Profit and loss statements
    • Profit allocation guide
    • Real-time income tracking and goal monitoring

    Expert Support

    • Assisted onboarding with specialists
    • Unlimited messaging and live phone support for all financial matters
    • Access to webinar Q&A sessions

  • Growth Plan

    $15,300.00/annually

    Growing small businesses and entrepreneurs managing a tax bill approaching $10,000+, who need deeper financial strategy and hands-on guidance.

    Book A Free Consult
    Includes The Following:

    Bookkeeping

    Everything in Starter, plus:

    • Multi-entity or multi-account reconciliation
    • Custom chart of accounts setup

    Taxes

    Everything in Starter, plus:

    • Tax reduction review with a licensed advisor
    • Business credit strategy development
    • Priority support for quarterly filings

    Reports & Tracking

    • Custom KPI dashboard with growth metrics
    • Comparative monthly trend analysis
    • Budget vs. actual variance reports

    Expert Support

    • Dedicated advisory team
    • Priority phone and email response
    • Annual strategy review with actionable recommendations

    Additional Features

    • Business credit strategy
    • Audit protection included

  • Expansion Plan

    $30,600.00/annually

    Established companies and multi-entity organizations ready for advanced tax planning, custom funding strategy, and full financial protection.

    Book A Free Consult
    Includes The Following:

    Bookkeeping

    Everything in Growth, plus:

    • CFO Lite oversight with monthly executive summaries
    • Audit protection and IRS representation

    Taxes

    Everything in Growth, plus:

    • Quarterly tax planning sessions
    • Custom business funding strategy
    • Advanced business credit optimization

    Reports & Tracking

    • Forecasting and cash-flow projections
    • Executive KPI reporting
    • Quarterly performance review and planning

    Expert Support

    • Dedicated senior advisor and in-house tax strategist
    • Full audit protection and resolution assistance
    • Private quarterly advisory call with founder, Nicholas Houston

    Additional Features

    • Comprehensive funding strategy
    • Quarterly tax planning
    • Advanced advisory integration

Three Plans To Choose From.

  • Starter Plan

    $550.00/month

    New entrepreneurs, solopreneurs, and single-member LLCs who want professional bookkeeping and worry-free tax filing.

    Book A Free Consult
    Includes The Following:

    Bookkeeping

    • Monthly done-for-you bookkeeping
    • Connect multiple business bank accounts
    • Dedicated bookkeeping team
    • Year-end tax-ready books
    • Tax deduction tracking

    Taxes

    • Quarterly tax estimates and payment guidance
    • S-Corp election guidance and support
    • Personal income tax prep and filing
    • Document management and automated filing reminders
    • Free tax extension filing support (as needed)

    Reports & Tracking

    • Monthly income, expense, and profit reports
    • Profit and loss statements
    • Profit allocation guide
    • Real-time income tracking and goal monitoring

    Expert Support

    • Assisted onboarding with specialists
    • Unlimited messaging and live phone support for all financial matters
    • Access to webinar Q&A sessions

  • Growth Plan

    $1,500.00/month

    Growing small businesses and entrepreneurs managing a tax bill approaching $10,000+, who need deeper financial strategy and hands-on guidance.

    Book A Free Consult
    Includes The Following:

    Bookkeeping

    Everything in Starter, plus:

    • Multi-entity or multi-account reconciliation
    • Custom chart of accounts setup

    Taxes

    Everything in Starter, plus:

    • Tax reduction review with a licensed advisor
    • Business credit strategy development
    • Priority support for quarterly filings

    Reports & Tracking

    • Custom KPI dashboard with growth metrics
    • Comparative monthly trend analysis
    • Budget vs. actual variance reports

    Expert Support

    • Dedicated advisory team
    • Priority phone and email response
    • Annual strategy review with actionable recommendations

    Additional Features

    • Business credit strategy
    • Audit protection included

  • Expansion Plan

    $3,000.00/month

    Established companies and multi-entity organizations ready for advanced tax planning, custom funding strategy, and full financial protection.

    Book A Free Consult
    Includes The Following:

    Bookkeeping

    Everything in Growth, plus:

    • CFO Lite oversight with monthly executive summaries
    • Audit protection and IRS representation

    Taxes

    Everything in Growth, plus:

    • Quarterly tax planning sessions
    • Custom business funding strategy
    • Advanced business credit optimization

    Reports & Tracking

    • Forecasting and cash-flow projections
    • Executive KPI reporting
    • Quarterly performance review and planning

    Expert Support

    • Dedicated senior advisor and in-house tax strategist
    • Full audit protection and resolution assistance
    • Private quarterly advisory call with founder, Nicholas Houston

    Additional Features

    • Comprehensive funding strategy
    • Quarterly tax planning
    • Advanced advisory integration

Testimonials

  • Working with TAXIDUSA has been a game-changer for my brokerage, Alumbra Properties. As a real estate broker leading a team of over 80 agents, having a reliable, knowledgeable, and strategic tax partner is essential—and TAXIDUSA delivers on every front.
    Their tailored tax strategies have helped us streamline our finances, reduce our tax liability, and structure our business for long-term growth.
    Unnamed
    Miriam Valencia
  • Easy and smooth process every year. Nick is always prepared before my appointment which makes things so much easier.
    Nick answers any questions I have! I’d highly recommended for any tax needs.
    Unnamed 1
    Nichele Coleman
  • Mr Nick was very professional, answered all the questions I had and was very friendly and attentive and made the process look like a piece of cake.
    I want to use this platform to thank you TaxAid for giving me the honors of creating my first company thank u 🙏🏾
    Unnamed 2
    Bless Gay

Frequently Asked Questions

Our Starter Plan is best for solopreneurs or single-member LLCs who need professional bookkeeping and simple tax filing.

Growth fits established businesses managing higher income or tax exposure (typically $10K+ tax bills). Expansion is built for companies with employees, multi-entities, or those seeking quarterly tax planning and advisory support.

If you’re unsure, Book a Free Consult and our advisors will guide you.

Every plan includes done-for-you bookkeeping, account reconciliation, and year-end tax-ready books. You’ll also receive monthly profit and loss reports, real-time income tracking, and direct access to your dedicated bookkeeping team.

Yes. TaxAidUSA prepares both business and personal returns for our clients. This ensures your filings are coordinated, accurate, and optimized for the lowest possible legal tax liability.

Absolutely. Our IRS Resolution team communicates directly with the IRS on your behalf, negotiates payment plans or penalty relief, and helps you regain full compliance quickly and confidentially.

We operate as a boutique advisory firm — not a generic tax office. Our advisors integrate bookkeeping, taxes, and financial strategy under one plan. You get proactive guidance, capital-ready structure, and advanced tax strategies typically reserved for the top 1%.

No. TaxAidUSA serves clients nationwide through secure digital onboarding, virtual meetings, and cloud-based document management.

We use encrypted document portals, secure file storage, and strict internal controls to protect your financial data.

All client information is confidential and compliant with IRS data-security requirements.

All clients receive ongoing access through messaging and phone support. Growth and Expansion clients also receive scheduled quarterly reviews and tax-strategy sessions to stay ahead year-round.

No problem. You can add Payroll Management, Business Funding, or CFO Lite Services at any time — your advisor will adjust your plan as your business grows.

Simple — click Book a Free Consult. You’ll meet with a TaxAidUSA advisor to review your goals, choose the best plan, and begin onboarding immediately.

Your Business Deserves More Than Basic Bookkeeping.

Join hundreds of entrepreneurs who trust TaxAidUSA to manage their finances, reduce taxes, and build lasting wealth. Whether you’re getting organized, growing fast, or preparing for expansion — our team is ready to help you take the next step with clarity and confidence.

Book A Free Consult Today!