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Transparent Pricing for Professional Tax and Accounting Support

Monthly
Annually Save 15%

Essentials

$99 /month
Up to $100,000 in monthly expenses

Best for:
Small businesses that just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly.

What's included:
  • Cash-basis bookkeeping using bank & card data
  • Standard chart of accounts
  • Year-end package for your tax preparer
  • Instant AI answers & financial scenario planning
  • Support through in-app messaging
Get This Package
Most Popular

Core

Starts at
$99 /month
Billed Annually
$2,850 in monthly expenses

Best for:
Startups and growing businesses that need books to make operational decisions. Get reporting your partners, lenders, and investors trust.

Everything in Essentials, plus:
  • US-based bookkeeper who handles and reviews books
  • Cash or accrual-basis bookkeeping across bank & payroll
  • Bill management for up to 10 vendor bills/month
  • Custom chart of accounts
  • Reports delivered on the 10th business day
  • Dedicated team via app, email, and phone
Get This Package

Custom

Custom
Bespoke back-office plan

Best for:
Growing companies that need a customized plan for the back-office.

Everything in Core, plus any of these:
  • Keep your existing QuickBooks account & historical data
  • Support for complex business structures
  • Custom workflows & reports on 6th business day
  • Full accounts receivable, payable & payroll
  • CFO advisory & fundraising support via Slack
Get This Package

Is your startup still pre-revenue? Contact us for a discount on our Core plan.

Single Member LLC

Starts at
$1,000+ /year
Billed Annually
What's included:
  • Free tax extension
  • Federal income tax filing
  • State income tax filing
  • Quarterly tax payments (safe harbor)
  • Schedule C for LLC income and loss
  • Reporting for W-2, K-1, rental property, and 1099
  • Year-round email support
Get This Package Must be purchased with Taxnality

Partnerships and S-Corps

Starts at
$2,000+ /year
Billed Annually
What's included:
  • Free extension
  • Federal income tax filing
  • State income tax filing
  • Delaware Franchise tax filing
  • Up to 25 1099-NEC filings
  • Year-round email support
Get This Package Must be purchased with Taxnality

C-Corps

Starts at
$2,450+ /year
Billed Annually
What's included:
  • Free tax extension
  • Federal income tax filing
  • State income tax filing
  • Delaware Franchise tax filing
  • Up to 10 1099-NEC filings
  • Year-round email support
Get This Package Must be purchased with Taxnality

Is your business pre-revenue? Contact us for exclusive discounts.

Additional services

Service Single Member LLC Partnership and S-Corp C-Corp
Additional city income tax filings $250 / city $500 / city $500 / city
Additional state income tax filings $250 / state $500 / state $500 / state
Foreign subsidiaries 5471 - $2,500 / subsidiary $2,500 / subsidiary
Foreign shareholder return 5472 - - $500 / shareholder
Foreign financial accounts $30 / account $500 / FBAR $500 / FBAR
Individual tax return 1040 Included $1,000 / person $1,000 / person
Tax consulting services Starts at $250 / hour Starts at $400 / hour Starts at $400 / hour
contact sales contact sales contact sales
Quarterly
Annually Discounted

Basic

Starts at
$1,750 /month
Billed Annually

Best for:
companies seeking to analyze business performance and discover key insights.

What's included:
  • Custom financial model with strategic insights
  • Budget vs actuals variance analysis
  • Scenario planning model
  • Industry-specific KPI dashboard
  • Monthly call with your CFO
Get This Package
Recommended

Essentials

Starts at
$3,150 /month
Billed Annually

Best for:
companies that need a finance expert to launch strategic projects and help drive growth.

What's included:
  • Everything in Basic
  • Cash and runway optimization
  • Investor & board reporting support
  • Basic fundraising and M&A support
  • Ad-hoc strategy support
  • Bi-weekly call with your CFO
Get This Package

Custom

Starts at
$5,250 /month
Billed Annually

Best for:
growing companies who need a finance leader but not ready for a six-figure hire.

Custom plans can include:
  • Everything in Essentials
  • 13-Week Cash Flow Analysis
  • Investor updates & board presentations
  • Fundraising insights & equity story
  • Compensation planning and benchmarking
  • Acquisition and GTM strategy
  • Weekly calls with your CFO
Get This Package

The Budget & Forecast Model for every plan includes

Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
Budget vs actuals
Headcount & compensation plan
Scenario planning (base case, bear case, bull case)
Industry-specific KPI dashboard
Not seeing a plan that’s right for you? Get in touch and we’ll help you build a custom plan that meets your unique needs.
Pilot CFO Services is a product offering from Pilot.com Inc. We do not provide any full-time or part-time corporate officers.

Starter

Starts at
$750 one-time payment

Best for:
Pre-launch companies and brand-new businesses with no operations set up.

What's included:
  • Business incorporation through Stripe Atlas
  • Banking setup with Mercury
  • Setup for a payroll system that actually works
  • Taxnality system setup
Get This Package Must be purchased with Taxnality
Managed Ops

Essentials

Starts at
$850 /month

Best for:
Companies with a few employees who want their operations handled by experts, not just software to figure out yourself.

What's included:
  • Everything in Starter (if you need the setup)
  • Banking support when things get messy
  • HR, payroll, and benefits that work
  • Invoice collection
  • Bill payment on time
Get This Package Must be purchased with Taxnality

Custom

Custom
Bespoke operational SLA

Best for:
Growing companies whose needs don’t fit in neat boxes—because your business isn’t like everyone else’s.

Custom plans can include:
  • Everything in Essentials
  • Invoice collection (high volume)
  • Bill payment on time (high volume)
  • State payroll and tax compliance that actually works
  • Plus whatever complexity your business demands
  • Stock administration without the legal bills
Get This Package Must be purchased with Taxnality

Bundle bookkeeping
plus tax support

Coordinate your bookkeeping, tax filing, payroll, and compliance under one team. Bundled clients receive streamlined communication and proactive plan.

Starting at $349 /month
Monthly reconciliation
Year-end tax filing
Quarterly tax estimates
Dedicated support
Talk to Our CPA
Bundle bookkeeping and tax support

Additional Services

Stock Administration

For startups issuing equity through Carta or Pulley.

$399 /hr

Free for pre-seed founders. $399/hr for everyone else.

Keep your cap table accurate from day one. Pre-seed founders with up to five people on the cap table can get started free with our Founders Tier: cap table setup, platform configuration, and equity questions answered, at no cost.

R&D Tax Credit

For companies that incurred R&D expenses in the US

20%

We charge 20% of your total credit received.

Save up to $500,000* per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.

Have a question about
the organization

Manage operating activity, payroll, assets, liabilities, shareholder transactions, and corporate statements.

Yes, we specialize in historical cleanup to ensure your past records, categorization, and balances are entirely accurate and tax-ready.

We integrate with standard accounting software platforms including QuickBooks, Xero, Gusto, and Carta.

Yes, you are paired with a dedicated lead CPA who oversees your books and handles all proactive communications.

We handle multi-state compliance, payroll nexus, state tax filings, and franchise tax reporting seamlessly.

Stop Letting Your Profits Slip Away

Book a free consultation today and see exactly how Taxnality can support your business goals this year.

  • No pressure, ever
  • No hidden fees anywhere
  • Just real, honest clarity

Claim Your Tax Savings Today

Serving Chicago & Other States

Based in West Chicago, Illinois, Taxnality provides expert bookkeeping, tax planning, and outsourced CFO solutions for growing businesses. Let us streamline your financial management so you can focus on building your enterprise.

Resources

Professional Disclosure: Taxnality is not a CPA firm and is not registered as a CPA firm with the Texas State Board of Public Accountancy. Taxnality does not provide audit, attest, review, compilation, or other services requiring CPA firm registration in Texas. Where applicable, CPA services are provided separately by licensed professionals or registered CPA firms.

(331) 703 3361 1800 W Hawthorne Ln # 204, West Chicago, IL 60185, United States