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Our Approach
Service Overview
Unlike individual tax returns, business and nonprofit engagements begin with a discovery consultation. This allows Major CPA to properly understand the entity structure, accounting records, prior filings, compliance status, and overall tax complexity before accepting an engagement.
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Review entity structure
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Review prior year filings
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Discuss bookkeeping and accounting records
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Identify filing requirements and compliance items
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Determine scope of work and estimated preparation fees
How It Starts
Discovery Consultation
The discovery consultation allows the firm to review bookkeeping status, accounting systems, financial reporting needs, and determine the appropriate service package.
Length
45 Minutes
Fee
$250
Discovery Consultation Credit
The $250 discovery consultation fee will be credited toward the engagement fee if the client proceeds with tax preparation services.
Example:
Estimated preparation fee: $1,200
Discovery consultation: $250
Remaining balance: $950
Investment
Business & Nonprofit Pricing Matrix
Return Type
Estimated Price Range
Essential Accounting
$700 / month
Growth CFO
$1,200 / month
Strategic CFO
$2,000+ / month
Custom / Enterprise
Custom Pricing
Complexity Factors
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Multiple owners or partners
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Capital account reconciliation
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Shareholder distributions
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Partner basis calculations
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Depreciation schedules
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IRS notices or correspondence
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Large transaction volume
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Accounting cleanup required
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Bookkeeping reconstruction
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Prior year amendments
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Late or delinquent filings
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Multi-state filings
Discovery Consultation Terms & Conditions
1
No Engagement Created
Scheduling or completing a discovery consultation does not establish a client-accountant relationship for tax preparation services. An engagement will only be created once a formal service agreement is issued, signed, and the engagement fee is paid.
2
Consultation Fee
The $250 discovery consultation fee covers the time spent reviewing the client's situation and providing professional guidance. If the client proceeds with services, the fee will be credited toward the engagement fee.
3
No Guarantee of Representation
Major CPA Tax & Accounting Services PLLC reserves the right to decline engagements if the requested services fall outside the firm's scope or if sufficient information is not provided to complete the work.
4
Professional Advice Disclaimer
Information discussed during the consultation is based on preliminary information provided by the client. Final tax advice or conclusions may change after full documentation and records are reviewed.
5
Scheduling Confirmation
By scheduling the discovery consultation, the client acknowledges and agrees to these consultation terms.