--- title: Pricing description: Get a free estimated quote custom for you. Then schedule a strategy meeting to discuss with our team to confirm proper scope and price. --- 1 Select Services 2 Submit Details 3 Schedule a CFO Strategy call ## Step 1 - Select Services Tax Preparation Tax Planning Monthly Controllership CFO Advisory Crypto Advisory Puerto Rico Advisory Selected services This is an estimate based on your selections. Final pricing is provided in a formal proposal after your strategy call. ## Step 2 - Service Scope & Details Please select one or more services to see their customization options here. ## Step 3 - Schedule Your Call Back to Details ### Tax Details Tax Preparation Type: Individual Business Both #### Individual Tax Questions Taxable Income Range: Under $1M $1M – $5M $5M – $20M $20M+ Do you have Schedule C, E, or F (self-employment, rental, or farm income)? Yes No Filing Status: Single Married Filing Jointly Married Filing Separately Head of Household Qualifying Widow(er) Do you own a home? Yes No Do you own rental properties? Yes No Do you have foreign accounts & assets? Yes No Do you own crypto? Yes No Did you sell stock or crypto (Capital Gains/Losses)? Yes No How many K-1s do you have? 0 1-5 6-10 11-20 20+ How many State filings? 0 1-5 6-10 11-20 20+ #### Business Tax Questions Annual Revenue: Under $1M $1M – $5M $5M – $20M $20M+ Business Type: Sole Proprietorship/LLC (Single Member) Partnership/LLC (Multi-Member) S-Corp C-Corp Non-Profit Number of States You File In: 0 states 1–5 states 6–10 states 11–20 states 20+ states Do you have foreign operations? Yes No Are you reporting any R&D credits? Yes No ### Tax Planning Questions Taxable Income Range: Under $1M $1M – $5M $5M – $20M $20M+ How frequently would you like tax planning meetings? Quarterly Bi-Annual ### Monthly Controllership Details Annual Revenue: $0 – $1M $1M – $5M $5M – $10M $10M – $25M $25M+ Basis of Accounting: Cash Accrual Don't Know How many accounts (banks, credit cards, etc.)? Less than 5 6–10 10+ Payables & Invoicing Average number of invoices each month: 0–25 25–50 50+ Payroll Number of Employees: 1–10 11–50 50+ Payroll Run Frequency: Monthly Bi-Weekly Weekly Number of States for Payroll Tax: 1 2–5 6–10 10+ Do you collect and file sales taxes? ### CFO Advisory Annual Revenue: $0 – $1M $1M – $5M $5M – $10M $10M – $25M $25M+ CFO Services of Interest: Strategic Advisory Meetings Technology Advisory KPI Monitoring & Reporting Internal Controls & Process Budgeting & Forecasting Securing Loans & Financing ### Crypto Advisory Type of crypto accounting: Individual Business Both #### Individual Crypto Questions Years of cleanup: 1 2–5 5+ Estimated transactions: 0–1k 1k–5k 5k–10k 10k+ Transaction types: Trading on CEX / DEX High Volume Trading NFTs Liquidity Pools Cross-Chain Bridging P2P / Simpleswap DEX Trading / Gambling Gaming Smart Contracts Token Agreement (SAFT) #### Business Crypto Questions Estimated annual transactions: 0–1k 1k–5k 5k–10k 10k+ Annual Revenue: $0–$1M $1M–$10M $10M–$25M $25M+ Wallets/Exchanges: 1–5 5–20 20+ Business transaction types: Payroll & Contractors Transaction Fees Mining Equipment Software Trading on CEX / DEX High Volume Trading NFTs Liquidity Pools Cross-Chain Bridging P2P / Simpleswap DEX Trading / Gambling Gaming Smart Contract Revenue Token Agreement (SAFT) ### Puerto Rico Advisory Puerto Rico Engagement Type: Individual Business Both #### Puerto Rico — Individual Taxable Income Range: Under $1M $1M – $5M $5M – $20M $20M+ Do you have an Act 60/22 Decree? Yes No Filing Status: Single Married Filing Jointly Married Filing Separately Head of Household Qualifying Widow(er) Do you own a home? Yes No Do you own rental properties? Yes No Do you have investments (stocks, bonds, etc.)? Yes No Do you own crypto? Yes No Did you sell stock or crypto (Capital Gains/Losses)? Yes No How many Forms K-1 per year? 0 1–5 6–10 10+ #### Puerto Rico — Business Does this entity have an Act 60/20 Decree? Yes No Annual Revenue: Under $1M $1M – $5M $5M – $20M $20M+ Business Type: Sole Proprietorship/LLC (Single Member) Partnership/LLC (Multi-Member) C-Corp Non-Profit Monthly Puerto Rico Accounting & Compliance? Yes No Do you have foreign operations? Yes No Do you have related party transactions outside of Puerto Rico? Yes No Back Continue Estimated Price $0 /mo Schedule a Strategy Call ![Stock placeholder image with grayscale geometrical mountain landscape](https://www.thecfoassociates.com/hubfs/raw_assets/public/CFO_Associates_June_2021/images/grayscale-mountain.png "Stock placeholder image with grayscale geometrical mountain landscape") ### Feature one Use text and images to tell your company’s story. Explain what makes your product or service extraordinary. ![Stock placeholder image with grayscale geometrical mountain landscape](https://www.thecfoassociates.com/hubfs/raw_assets/public/CFO_Associates_June_2021/images/grayscale-mountain.png "Stock placeholder image with grayscale geometrical mountain landscape") ### Feature two Use text and images to tell your company’s story. Explain what makes your product or service extraordinary. ![Stock placeholder image with grayscale geometrical mountain landscape](https://www.thecfoassociates.com/hubfs/raw_assets/public/CFO_Associates_June_2021/images/grayscale-mountain.png "Stock placeholder image with grayscale geometrical mountain landscape") ### Feature three Use text and images to tell your company’s story. Explain what makes your product or service extraordinary.