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Welcome To BookTaxPro
The Future of Financial Management.
Transparent, upfront fixed pricing.
Stop the clock. Stop the surprise bills. Get unlimited access to CPA-led teams for all your tax, bookkeeping, and advisory needs.
Grow smarter, faster with BookTaxPro's Consulting
Rated 4.8 out of 5
4.9/5 Rating
About BookTaxPro
Empowering Financial Clarity and Business Growth Through Expert Accounting Solutions
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Client retention and satisfaction rate
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Successful audits, Tax returns, and advisory engagements
Our Services
Explore Our Core Service Pillars
At BookTaxPro, we provide expert financial solutions designed to streamline your operations, enhance profitability, and ensure compliance. Our specialized services cater to businesses and individuals alike, empowering you with strategic insights and robust financial management.
Choose Us Because We are Best In Our Work!
Why Choose Us
Precision in Every Number, Strategy in Every Move Subtext
Tax laws are complex, but your finances shouldn’t be. We combine meticulous attention to detail with proactive planning to ensure you never overpay in taxes or lose sleep over an audit.
- Proactive business tax savings
- Individual tax optimization
- Certified expertise
- No surprise bills
- Tech-forward process
- Audit-ready accuracy
Case Studies
Client Success Stories
Below are some examples of our case studies that illustrate common challenges and solutions in business and financial consulting.
Market Entry
- InterEX
- January, 15 2024
Financial
- DisCOM
- February, 23 2024
Financial
- FinFirm
- March, 18 2024
Do You Want to See More?
We Have Helped Solve Several Case Studies
Partner
Trusted by 550+ companies Worldwide
Here are some of the companies that have been empowered by bizio to move forward with confidence.
Our Process
The BookTaxPro Onboarding Process
Getting started is simple. We handle the heavy lifting to ensure a seamless financial transition.
01
Sign & Pay
You select your desired bundle (Startup, Growth, etc.) and complete the initial payment. This instantly reserves your dedicated CPA team and sends your client service agreement for e-signature.
02
Access Client Portal & Team Intro
You receive your secure Client Login credentials. Your dedicated CPA and bookkeeper will introduce themselves via email and schedule your Integration Kick-off Call within 48 hours.
03
Data & Software Integration
During the kick-off call, we help you connect your bank feeds and grant us access to your existing accounting software (or set up your new QBO/Xero account). We also gather historical financial documents.
04
Initial Clean-up & Review
The BookTaxPro team handles the setup and historical cleanup (if necessary). We perform an initial review and confirm all systems are operational before beginning your regular monthly service cycle.
Pricing
Flexible pricing that scales with your business
We offer transparent and structured pricing packages to help clients understand what they are paying for and choose a package that meets their needs.
This plan is specifically for individuals whose primary income sources are W-2 and 1099 forms.
Individual Tax Preparation
Monthly Plan
$99 / month
Billed monthly
Introductory Offer
Annual Plan (Best Value)
$599 / year
$49.92 / month
Registration Fee:
$199 WAIVED!
$199 WAIVED!
Including:
- Preparation and filing of Federal & State Individual Tax Returns (W-2 & 1099 only)
- Anytime connect to a dedicated tax professional via secure chat/email.
- 1 free consultation call per quarter (up to 30 mins) for tax planning or query resolution.
*Annual Commitment
Our new bundles combine full-service bookkeeping, accounting, tax compliance, and advisory services. Bundling offers the greatest value, providing deep savings when billed annually. All plans include Anytime Connect access to professionals. No set-up fees
Startup Bundle
Monthly Plan
$329 / month
Billed monthly
Introductory Offer
Annual Plan (Best Value)
$2999 / year
$249.92 / month
One-Time Setup Fee:
$399 WAIVED!
$399 WAIVED!
Including:
- Monthly transaction categorization & reconciliations.
- Up to 100 transactions/month
- Included (Subscription to QBO Simple Start or Xero Starter)
- Quarterly P&L and Balance Sheet
- Included (Annual business tax filing - Form 1120/1065/etc.)
- Included (IRS notice response assistance)
- Included (Chat/Email access to dedicated team)
Growth Bundle
Monthly Plan
$599 / month
Billed monthly
Introductory Offer
Annual Plan (Best Value)
$4999 / year
$416.59 / month (30.5% savings)
One-Time Setup Fee:
$999 WAIVED!
$999 WAIVED!
Including:
- Monthly transaction categorization & reconciliations.
- Up to 250 transactions/month
- Included (Subscription to QBO simple start or xero starter)
- Monthly P&L, balance sheet, and cash flow.
- Included (Annual business tax filing - form 1120/1065/etc.)
- Quarterly Tax Strategy Review Calls (1 hr).
- Included (IRS notice response assistance).
- Included (Priority chat/email access to dedicated team).
Enterprise Bundle
Monthly Plan
$999 / month
Billed monthly
Introductory Offer
Annual Plan (Best Value)
$7999 / year
$666.59 / month (33.3% savings)
One-Time Setup Fee:
$1999 WAIVED!
$1999 WAIVED!
Including:
- Comprehensive monthly closing & reconciliation.
- Up to 500 transactions/month
- Included (Subscription to QBO plus or xero premium)
- Comprehensive monthly reports & custom reporting.
- Included (Annual business tax filing - form 1120/1065/etc.)
- Proactive, ongoing strategic tax planning (Unlimited calls).
- Included (Full audit defense support).
- Included (Priority chat/email/phone access).
*Annual Commitment
These services are available monthly for clients who do not require a full business bundle. Enjoy a 25% discount by choosing the annual plan.
Bookkeeping
Monthly Plan Starting From
$199 / month
Billed monthly
Annual Plan starting From
$1791 / year
$149.25 / month (25% savings)
Including:
- Monthly transaction categorization, reconciliations, and closing.
- Up to 100 transactions
Accounting
Monthly Plan Starting From
$199 / month
Billed monthly
Annual Plan starting From
$1791 / year
$149.25 / month (25% savings)
Including:
- Monthly Financial Statement generation (P&L, balance sheet, cash flow).
- Up to 500k revenue
Tax Compliance & Advisory
Monthly Plan Starting From
$199 / month
Billed monthly
Annual Plan starting From
$1791 / year
$149.25 / month (25% savings)
Including:
- Ongoing tax analysis, compliance review, and advisory strategy meetings.
*Annual Commitment
Note: standard set-up fee may be charged up to $1999
Fixed pricing for one-off annual tax filing for clients not on a monthly bundle. Take advantage of a 30% discount as Tax Season Offer by registering and providing all necessary documentation.
*Certifications charges extra as applicable.
Testimonials
What our valuable customers said
Below are some reviews from our clients about our business and financial consulting services.
Blog & News
Featured News and Insights
Read and update the latest news from us, we have lots of the latest news about finance, business and also consulting.
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Having Questions?
Frequently Asked Questions
This FAQ section includes frequently asked questions that can help provide clear and concise answers to your questions.
*As per the plan
More Questions?
Contact us for more information