Mon–Fri 9am–6pm PT · Extra Saturday hours 9am–4pm (Mar 15–Apr 15) (415) 842-2940 support@flextcg.com
Business pricing

Plans designed for your business

We invest time in your business to build a financial strategy that supports your success. Every price is listed below — no need to dig for the details.

Bookkeeping

Accurate books and financial statements, priced by monthly expenses and transaction volume.

Core

For pre-revenue companies

< $30K monthly expensesFewer than 100 transactions
$514/mo*
< $60K monthly expensesFewer than 100 transactions
$576/mo*
< $100K monthly expensesFewer than 250 transactions
$658/mo*
< $150K monthly expensesFewer than 250 transactions
$761/mo*
< $200K monthly expensesFewer than 500 transactions
$864/mo*

Scope of service

  • Dedicated finance expert oversight
  • Cash-basis bookkeeping with quarterly financial close — monthly close available for an additional $155/month
  • Profit & Loss, Balance Sheet and Cash Flow statements
  • Burn rate calculations (upon request)

Pricing details

  • Example: $864/month includes a $200/month first-year pre-revenue discount
  • Covers one bank account and one credit card account — each additional account adds $103–$155/month for extra reconciliation
  • Assumes up to 500 transactions per month; higher volume may affect the fee
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Plus

For revenue-generating companies

Custom pricing

Starts at $1,500/mo

We’ll look at the unique characteristics of your business — revenue model, inventory volume, entity structure and more — to tailor a plan that’s right for you.

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*All plans shown are prepaid annually. Have more questions? Check out our FAQs →

Business tax preparation

For C corporations, S corporations and LLCs. Every tax preparation plan includes:

Federal corporation / LLC income tax filingState corporate income tax filingState franchise / annual report filingFree tax extension

Basic

$1,300+/ year

Designed for small to mid-sized businesses, including profitable C corporations, S corporations and LLCs without foreign reporting requirements. Typically suited for businesses with under $2 million in annual revenue or assets.

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Essentials

$2,450+/ year

Designed for established or expanding businesses with over $2 million in annual revenue or assets, including profitable C corporations, S corporations and LLCs with foreign reporting requirements. Typically suited for businesses with multiple entities, larger transaction volumes or international operations.

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Advanced

$4,750+/ year

Designed for profitable C corporations, S corporations and LLCs with multi-state apportionment or complex reporting requirements. Typically suited for businesses operating in multiple jurisdictions or with substantial interstate activity.

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Additional services

1099-NEC filingsCovers the electronic filing fee. Preparation work is an additional service billed hourly.
10 included, then $5 / filing
1099-NEC contractor data collectionWork completed by Flex to support 1099-NEC filings.
$125 / hour
Additional city income tax filingsOne city filing is included with the Essentials and Advanced plans; additional city filings are extra.
$250–$500 / state
Additional state income tax filings
$500 / state
Foreign subsidiaries — Form 5471
$2,000 / subsidiary
Foreign shareholder return — Form 5472For foreign shareholders with more than 25% equity in the company for the tax year.
$500 / subsidiary
Foreign financial accounts (FBAR)Includes up to 6 foreign accounts; additional accounts carry an additional charge.
$200 / FBAR
Loaned experienced staff
$150 / hour
CPA representationIRS resolution and audit support, federal or state correspondence.
$375 / hour

Other tax returns

Form 1023 or Form 1023-EZ — application for tax-exempt statusDoes not include the federal fee (about $450 to $850).
$2,000 / case
Form 990 and all related formsCovers the electronic filing fee. Preparation work is an additional service billed hourly.
$2,500 / filing
Form 706 or Form 1041 and all related formsEstate tax return (Form 706) or income tax return for estates and trusts (Form 1041).
$2,000 / filing

CFO services

Financial leadership at the level your business needs. All plans are billed annually.

Basic

$2,250/ mo

Your CFO analyzes business performance and extracts key insights.

+ $8,100 Budget & Forecast Model charge
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Essential

$4,050/ mo

Your CFO initiates strategic projects and becomes a catalyst for growth.

+ $8,100 Budget & Forecast Model charge
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High-Touch

$6,750/ mo

Your CFO becomes deeply integrated with your team to lead data-driven strategies.

Budget & Forecast Model charge waived
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The Budget & Forecast Model includes

  • Fully customized financial model: Profit & Loss, Balance Sheet and Cash Flow
  • Budget vs. actuals
  • Headcount and compensation plan
  • Scenario planning (base, bear and bull cases)
  • Industry-specific KPI dashboard

Need something different?

Not seeing a plan that’s right for you? Get in touch and we’ll help you build a custom plan that meets your needs.

CFO Services is a product offering from Flex. We do not provide any full-time or part-time corporate officers.

R&D tax credit

For companies that incurred R&D expenses in the U.S.

The federal R&D tax credit can be worth up to $500,000 per year for eligible businesses. We handle the claim process and prepare the documentation to support your claim with the IRS — so you can pursue the credit without the heavy lifting.

2026 hourly billing rates

For consulting and work outside a fixed-fee plan. Minimum 30 minutes per consulting session.

Managing Partner$443
Senior Manager$391
Manager$361
Senior$237
Associate$149
Administration$113

Policies

Tax extension assistance

If you need help filing a six-month tax extension without engaging our full tax preparation services, we charge a $206 non-refundable upfront fee. This fee is credited toward your tax preparation if you later engage us to file your return. An extension only gives more time to file — it does not extend the deadline to pay. To avoid penalties and interest, any tax due must be paid by the original IRS deadline.

Service deposit & expedited processing

  • Service deposit: a 50% deposit is required before we begin work on any engagement.
  • Expedited processing: for documents submitted less than 15 days before a deadline, an additional $309 base fee plus $62 per day applies to cover the overtime required.

Final 2-day policy

Expedited processing is not available within the last 2 days before a filing deadline. This lets us maintain quality standards and allocate resources fairly to all clients.

Why FTCG

Why businesses work with us

Big Four & private equity experience

Our team brings public-company audit, private equity and investment banking backgrounds to your books and returns.

International & multi-state

Foreign subsidiaries, foreign shareholders and multi-state apportionment — including U.S. subsidiaries of foreign companies.

Books, tax and CFO in one place

Bookkeeping, tax preparation and CFO services from one team, so nothing falls through the cracks between them.

Not sure which plan fits?

Tell us about your business and we’ll recommend the right mix of services.

Direct (415) 842-2940 · Toll-free (888) 801-7396 · support@flextcg.com
Monday–Friday, 9 am–6 pm Pacific