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Pricing & Service Levels

At WRC CPA Tax Services, LLC, our goal is to give you clarity up front: what you’re paying for, what you’re getting, and how we support you throughout the year — not just at tax time.

We offer three levels of service for both individuals and businesses. Each level builds on the one before it, so you can choose the level of support that matches your needs, your risk level, and how hands-on you want your CPA to be.

All services begin with an initial consultation so we can understand your specific situation, confirm the right tier, and provide a quote.

Which Tier Is Right for Me?

Tier 1: Basic Compliance

For: Individuals and businesses who simply need accurate, on-time filings.

This level covers the essentials required to stay compliant with federal and state agencies. It's built for those who are confident handling most of their own financial day-to-day but want to make sure the filings are correct and supported.

What’s included:

  • Federal and (if applicable) state income tax return preparation and e-filing
  • Individuals: Form 1040 and related schedules
  • Businesses: S Corporations, C Corporations, Partnerships, and Single-Member LLCs
  • Required business filings (as applicable), such as K-1s to partners/shareholders
  • Basic year-end accounting tie-out for tax return purposes
  • Standard delivery of tax returns and filing copies for your records
  • Secure document exchange

Who this is best for:

You’re mainly looking for “done right and filed on time,” and you don’t typically need to call your CPA during the year.

Most Popular

Tier 2: Collaboration (Most Popular Option)

For: Clients who want a CPA in their corner throughout the year — not just at filing time.

This level includes everything in Compliance, plus ongoing access and support. It’s built for people and businesses who want guidance before making decisions, not damage control after.

What’s included (in addition to Compliance):

  • Priority access to your CPA for “Quick Questions*” throughout the year
  • Examples: “Can I deduct this?” “How should I structure this purchase?” “Do I need to make an estimate this quarter?”
  • Help reviewing IRS and state tax notices
  • Annual tax projection during the fall
  • Guidance on bookkeeping, recordkeeping, and documentation best practices
  • Light planning around major life/business changes (new rental, new business, sale of property, etc.)

For business clients only (Collaboration level):

  • Review of accounting software setup for accuracy (QuickBooks, etc.)
  • Support for common payroll / contractor / owner distribution questions

Who this is best for:

You don’t want to guess. You want to be able to reach out during the year, get real answers, and avoid unpleasant surprises at tax time.

Tier 3: Concierge

For: Clients who want proactive strategy, peace of mind, and hands-on attention throughout the year.

This is our most comprehensive level. It’s designed for business owners and individuals with more moving parts — multiple income sources, rentals, higher audit exposure, growth plans, or major tax impact decisions. At this level, we don’t just file returns. We stay involved.

What’s included (in addition to Collaboration):

  • Mid-year tax projection and planning session
  • Fall tax projection and year-end planning session
  • Review estimated tax payments
  • Identify last-minute strategies before year-end
  • Annual tax strategy meeting / business review
  • Entity structure considerations
  • Compensation planning for owners
  • Large purchase timing / depreciation strategy
  • Rental and investment strategy impact
  • Monitoring for major tax law changes that may affect you
  • Support with documentation and audit readiness
  • Peace-of-mind access: you reach out, we’re there

For business clients at Concierge:

  • Deeper financial analysis tied to taxes: profit trends, cash exposure, potential red flags
  • Help preparing for lenders, investors, or future buyers (clean books, clean returns, clean story)

Who this is best for:

You’re busy, taxes affect real money for you, and you want to know it’s being watched throughout the year — not just cleaned up after the fact.

How Pricing Works

Every client is different. Your quote is based on things like:

  • Complexity (number of businesses, rentals, states, etc.)
  • Add-on services
  • Quality of books and records
  • Accounting or bookkeeping services needed (monthly, quarterly, annual, etc.)
  • Level of year-round support needed
  • Risk exposure (IRS scrutiny, high-dollar transactions, etc.)

We’ll talk through your situation in the initial consultation, explain exactly what’s included, and give you a transparent fixed fee for the tier that fits you. No surprise invoices for every email.

A Note on “Quick Questions*”

We know most tax problems start with, “I just had a quick question…”

At the Collaboration and Concierge levels, you’re encouraged to ask them before you act.

*Quick Questions are short, situational questions that can be answered without running full calculations or creating new analysis/workpapers. Larger projects, custom research, cleanup work, and special filings may be quoted separately. We’ll always tell you before any additional work begins.

Ready to Get Your Quote?

Whether you’re an individual, a growing business, or you’re tired of handling this alone, we’re here to make taxes calm, not chaotic.

Start with an initial consult. We’ll learn your situation, match you with the right service level, and map out next steps.