Chancellor CPA Tax Packages & Services

Smart tax strategy, crystal-clear options.

Essentials

Who it's for: Owners who want accurate books and annual tax prep only.

Bookkeeper collaboration: Semi-Annual

~ $375–$500 / mo

  • ✔️ Individual & Business Tax Preparation
  • ✔️ Personalized Video Review of your Tax Return
  • ✔️Unlimited Digital Document Storage
MOST POPULAR

Proactive

Who it's for: Owners who want compliance, fewer surprises, and basic IRS notice support.

Bookkeeper collaboration: Quarterly

~ $650–$800 / mo

  • ✔️ Everything in Essentials
  • ✔️ Estimated Payment Reminders
  • ✔️ Peace of Mind with Basic IRS Notice Support

Strategic

Who it's for: Owners who want year-round advisory, direct access, and quarterly tax strategy.

Bookkeeper collaboration: Monthly

~ $1,000+ / mo

  • ✔️ Everything in Proactive
  • ✔️ Summer & Fall Tax Projection
  • ✔️ Customized Quarterly Tax Savings Review
  • ✔️ Unlimited Calls/Meetings

FAQs

How do I choose the right tier?
Start with your goals. Essentials covers annual tax prep. Proactive adds planning and reminders. Strategic offers year-round strategy with direct access and quarterly reviews.
What if I need something extra?
We have standalone services, but they are subject to availability and separate pricing. If you find that you need a one off project, just let us know!.