SUBSCRIPTION PRICING

At Legacy Integrated we provide all services on a subscription basis. Instead of billing by the hour or per project like other CPA firms do, we charge a single monthly fee to cover all of your tax and accounting needs for the year. We believe this pricing model provides several benefits to you –

• Round the clock access to our team, we take pride in service.

• No running meter! We will never charge for time restrictions on calls, it’s better that way.

• Alleviates cashflow by breaking up tax planning and preparation costs into monthly payments throughout the year rather than a large payment when your returns are filed.

$300+ BASE SUBSCRIPTION

$85+ S-CORPORATION, PARTNERSHIP, OR C-CORPORATION (EACH)

$175+ BOOKKEEPING

(Contact for Pricing) Outsourced CFO Package

BASE SUBSCRIPTION

A base subscription is the minimum service level to be a client of Legacy Integrated and includes the following –

  • Strategic Tax Plan

  • Preparation and filing of your individual tax return

  • Tax projections during the year

  • Year-round access to get your questions answered

  • Tax audit representation

  • Tax notice response

The base subscription price may be quoted higher if there is additional complexity in your tax situation, such as –

  • Filing in multiple states

  • Multiple rental properties

  • Foreign account report (FBAR)

  • Numerous K-1s received

FREQUENTLY ASKED QUESTIONS

Q: How does this work in practice from year to year?

A: The subscription runs from February 1 – January 31.  In January of each year I send out a renewal to each client that lists the proposed services and monthly price for the upcoming year.

Q: How does it work if I come on as a client during the year?

A: The first subscription will be longer than a year so that your first renewal will fall in January.

Q: What if I change my mind?  Can I cancel the subscription?

A: Each subscription will have a minimum number of months.  After that you are free to cancel but you are not entitled to services or a refund after cancelling.

Q: How do I make the monthly payment?

A: The agreement includes a bank transfer authorization form that allows us to withdraw the money from your bank account automatically every month.

Q: What if I want or need additional services that aren’t included in the subscription?

A: We can complete a Change Order to modify the price of the existing subscription and include the additional service.