Individual Packages

Monthly subscription includes:

  • Multiple virtual meetings each year
  • Tax planning and projections
  • Preparation of personal tax return
  • Unlimited access to ENGAGE staff throughout the year
  • Optional in-office meetings

Business Packages

Monthly subscription includes:

  • All items included under the individual packages, plus:
  • Review and reconciliation of accounting records
  • Analysis of business operations and strategic planning
  • Consulting on all accounting and tax matters
  • Preparation of corporate tax returns (if applicable)

‘Ala Carte’ Services

Fixed price by service need and complexity:

  • Preparation of personal income tax return
  • Preparation of corporate income tax return
  • Tax planning sessions
  • Bookkeeping services
  • Business consulting sessions

Get Started Today


Schedule an initial conversation (about 20 min) to discuss your needs, challenges, and goals.


Discuss service package options and monthly price structure.


Confirm that your proposal is accurate and fill out our onboarding documentation we will send you.


Schedule your first meeting.


Relax! We’ll take it from here without further discussion of prices, extra charges or billable hours.


We pride ourselves on being approachable. Contact ENGAGE CPAs to talk to real people and get clear answers. Let’s start a conversation about your needs.

Fill out the form to schedule a free initial consultation.

All consultations are private and there is never any obligation.

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