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Pricing Packages

Service
Tax Optimization
$750+/month
Total Financial Solution
$1,500+/month
Growth & Exit Planning
$2,500+/month
Purpose Minimize tax liability while ensuring compliance. Improve financial operations while minimizing tax liability. Build business value and prepare for a future transition.
Best For Business owners seeking proactive tax planning without bookkeeping & payroll. Business owners needing a comprehensive tax & financial strategy. Business owners preparing for growth, exit, or succession.
Comprehensive Tax Planning
 Included Included Included
Advanced Tax Strategies
 Included Included Included
Quarterly Estimated Tax Planning
 Included Included Included
Entity Structure Review & Optimization
 Included Included Available Upgrade
Year-Round CPA Support
 Included Included Included
Financial Statement Review
Quarterly
Quarterly
 Monthly
KPI Tracking & Performance Insights
 Available Upgrade Included Advanced Insights
Strategic Financial & Tax Consultations
Quarterly (45 min)
Quarterly (60 min)
Quarterly (60 min)
Business Value Growth Strategies
 Available Upgrade Available Upgrade Included
Exit & Transition Planning
Not Included
 Available Upgrade Included
Monthly Growth & Exit Strategy Workshops
Not Included
Not Included
 Exclusive Feature
Full-Service Bookkeeping
Not Included
 Included
Not Included
Efficient Payroll Management
Not Included
 Included
Not Included
Get Started Today

Have questions about our Tax & Advisory Packages?

Below are answers to common questions. Still unsure? Let’s discuss your business needs in a quick call!

Frequently Asked Questions

Each package is designed to support business owners at different stages of growth by providing proactive tax planning, financial strategy, and business value optimization.

  • Tax Optimization Package  – Ideal for small business owners and entrepreneurs who need proactive tax planning, tax return preparation, and quarterly tax strategy meetings to reduce tax liability and stay compliant—without bookkeeping or payroll.
  • Total Financial Solution Package  – Best for business owners who want an integrated tax and financial strategy. This package includes bookkeeping, payroll, financial statement reviews, KPI tracking, and tax compliance services to improve profitability and cash flow.
  • Growth & Exit Planning Package – Designed for business owners preparing for growth, succession, or an eventual exit. This package includes business value growth strategies, advanced KPI tracking, and structured tax-efficient exit planning to maximize the company’s long-term financial success.

We begin with a focused conversation to understand your business, tax strategy needs, and financial goals. If we’re a good fit, we’ll review your financials and create a customized plan. From there, we seamlessly onboard you into our advisory process to ensure long-term tax savings and financial efficiency.

For a step-by-step breakdown, visit our New Client Process page and schedule your introductory call today!

ClearSky CPA works with tech-forward small business owners, professional service providers, and real estate professionals who want:

  • Proactive tax strategies to maximize deductions and minimize liability
  • Ongoing CPA guidance rather than just once-a-year tax filing
  • A structured financial approach that helps them build, scale, and eventually exit their business

If you're looking for more than just compliance and want a strategic financial partner, our services are a great fit!

No, ClearSky CPA focuses on subscription-based, year-round advisory services rather than one-time tax prep. We believe in proactive tax planning to help our clients reduce tax liability before filing, rather than just reporting numbers at tax time.

If you need strategic, ROI-driven tax planning, our packages are designed for you!

If you’re unsure, book a free consultation with us! We’ll assess your needs and recommend the best package based on:

  • Your business size & revenue
  • Your tax complexity & compliance needs
  • Whether you need bookkeeping, payroll, or exit planning support

Schedule a free call and let’s create a tax strategy that works for your business!