SERVICE OPTIONS

Flexible Support Designed Around Your Needs

Whether you need annual tax preparation, ongoing accounting support, or strategic financial guidance, Todd W. Monahan CPA LLC offers service levels designed to meet you where you are today—and support where you're headed tomorrow.

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Basic

$4,200 /year

or $350 / month

Includes:

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Quarterly Bank Reconciliations & Financial Accounting/Reporting

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Quarterly Advisory Meeting

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Payroll & Payroll Processing

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1 Business/Entity Tax Return

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1 Individual 1040 Tax Return

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Corporate setup for your business (first year only)

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Silver

or $437.50 / month

Includes:

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Quarterly Bank Reconciliations & Financial Accounting/Reporting

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Quarterly Advisory Meeting

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Payroll & Payroll Processing

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2 Business/Entity Tax Returns

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2 Individual 1040 Tax Returns

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Annual Financial Review

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Corporate setup for your business

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Gold

or $525 / month

Includes:

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Quarterly Bank Reconciliations & Financial Accounting/Reporting

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Quarterly Advisory Meeting

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Payroll & Payroll Processing

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Corporate setup (first year only)

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2 Business/Entity Tax Returns

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3 Individual 1040 Tax Returns

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Corporate setup for your business

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Annual Financial Review

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Any/all tax notices you receive that can be resolved via mail

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IRS Representation (collections, exams, levy & liens)

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Virtual CFO for businesses (up to 30 employees)

Compare Service Levels

FEATURE


BASIC

$4,200/year

or $350/month

SILVER

$5,250/year

or $437.50/month

GOLD

$6,300/year

or $525/month

Federal and State Tax Return Preparation

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Electronic Filing

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Tax Deduction Review

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Tax Planning Recommendations

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Email Support

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Secure Document Portal

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IRS Notice Review

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Monthly Bookkeeping

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Bank and Credit Card Reconciliation

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Financial Statement Preparation

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Payroll Support

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Quarterly Financial Reviews

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Year-End Tax Coordination

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Priority Client Support

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Advanced Tax Planning

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Cashflow Forecasting

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Entity Structure Review

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Quarterly Strategy Meetings

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Succession and Exit Planning Guidance

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CFO-Level Advisory Support

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Business Growth Consulting

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Profitability Analysis

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Why CLIENTS Choose Todd

Many firms focus only on tax season. Todd works with clients throughout the year to help them make smarter financial decisions, stay compliant, and plan confidently for the future.

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Direct Partner Access

Work directly with Todd on every engagement—never a revolving team of associates.

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Year-Round Strategy

Proactive planning and guidance throughout the year, not just during tax season.

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IRS Representation

Experienced support for audits, notices, payment plans, and tax resolution matters.

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Business & Individual

Comprehensive solutions for entrepreneurs, business owners, and individuals.

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Experience That Matters

20+ years serving individuals, families, and business owners.

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Virtual & In-Person Appointments

Meet remotely or visit our Lutz office for convenient, personalized service.

Not Sure Which Service Level Is Right For You?

Every client situation is different. Schedule a complimentary consultation and we'll discuss your goals, current challenges, and the level of support that makes the most sense.