Acharya CPA & Co.  |  Pricing
Transparent pricing.
No surprises.
Two service tracks built to work independently or together. Find where you fit and know exactly what you will pay before you ever get on a call.
Tax Strategy from $2,997/yr Financial Operations from $797/mo Bundle and save 90-day guarantee
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Service Flip Cards
Track 1

Tax Strategy

Annual advisory engagements built around reducing your tax liability before it is owed. Tax preparation (filing your returns) is quoted separately and added on top.

Foundation

$2,997 / year
Clients at this level typically save $3,000 to $8,000 in year one through proper entity structuring and deduction mapping.
Typical Client Self-employed professionals, freelancers, and early-stage business owners with $75K to $250K in income. Filing correctly but likely overpaying. First S-Corp election, growing side income, or W-2 plus business.
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Foundation Includes

  • 2 tax strategy calls per year (60 min each)
  • Written tax plan with specific action items
  • Entity structure review and S-Corp election analysis with savings projection
  • QBI deduction optimization under current law
  • Quarterly estimated tax calculations and payment reminders
  • Retirement account selection and contribution strategy (Solo 401k, SEP-IRA)
  • Energy and clean vehicle tax credit screening
  • Unlimited email access for questions
  • Annual plan review and refresh
Tax preparation billed separately. Business returns from $1,500. Personal returns from $1,200.
Most Popular

Growth

$5,997 / year
Clients at this level typically save $8,000 to $25,000 annually through active planning, real estate deductions, and entity restructuring.
Typical Client Business owners and real estate investors with $250K to $1M in income. You have an S-Corp or LLC, own 1 to 5 properties, or manage multiple income streams. Paying $30,000 or more in taxes and ready for a real plan.
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Growth Includes

  • 4 tax strategy calls per year (60 min each)
  • Full written tax plan with scenario comparisons
  • Mid-year tax projection and adjustment review
  • Real estate tax planning: cost segregation, REPS qualification, STR vs LTR analysis
  • 1031 exchange coordination and capital gains deferral strategy
  • Multi-entity structuring and optimization
  • R&D tax credit screening
  • Crypto and digital asset tax review
  • Sales tax nexus exposure analysis
  • Multi-year tax modeling
  • Priority email with 48-hour response
Tax preparation billed separately. Business returns from $1,500. Personal returns from $1,200.

Advanced

$10,997 / year
Clients at this level typically save $25,000 to $100,000+ through exit structuring, multi-entity optimization, and aggressive legal tax reduction.
Typical Client Operators with $1M or more in income, complex multi-entity structures, 5 or more properties, or owners planning a business sale or major transaction. You need monthly access and comprehensive strategy across every financial dimension.
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Advanced Includes

  • Monthly tax strategy sessions
  • Multi-year modeling with income timing and deferral strategies
  • Multi-entity optimization across all business and investment structures
  • Business exit and M&A tax structuring
  • QSBS (Section 1202) eligibility analysis for startup founders
  • R&D tax credit study coordination
  • International tax screening: FBAR, FATCA, foreign income
  • Estate and succession planning coordination
  • IRS correspondence strategy and audit defense preparation
  • Same-day response during business hours
Tax preparation billed separately. Business returns from $1,500. Personal returns from $1,200.
Track 2

Financial Operations

Monthly bookkeeping, controller-level reporting, and fractional CFO services. Pricing is based on transaction volume so your rate scales predictably as your business grows. Not sure how many transactions you have? Count the line items in your bank and credit card statements for any given month.

Bookkeeper

$797 / mo
Up to 150 transactions • 2 accounts • +$125 per 50 over
Typical Client Self-employed professional, freelancer, or early-stage business with one entity, under $400K in annual revenue, and straightforward monthly activity. You need accurate books delivered on time every month without having to think about it.
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Bookkeeper Includes

  • Monthly close and bank reconciliations
  • Profit and Loss and Balance Sheet delivered monthly
  • Tax-optimized chart of accounts setup and maintenance
  • QuickBooks Online management
  • Annual 1099 preparation and filing
  • Sales tax tracking (multi-state filing available as add-on)
  • Secure client portal with 3-business-day response
  • Annual financial review call with your CPA
One-time setup fee: $797. Waived when bundled with any Tax Strategy engagement.
Most Popular

Controller

$1,797 / mo
Up to 300 transactions • 5 accounts • +$100 per 50 over
Typical Client Real estate investor with 2 to 5 properties, S-Corp owner with one or two entities, or a business with $400K to $1.5M in revenue that needs monthly financial reporting, cash flow visibility, payroll coordination, and a CPA who reviews the numbers — not just a bookkeeper who records them.
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Controller Includes

  • Everything in the Bookkeeper tier
  • Monthly financial reporting with written analysis and commentary
  • Budget versus actuals variance reporting
  • 13-week rolling cash flow forecast
  • Accounts payable and receivable oversight
  • Payroll coordination and quarterly tax compliance
  • Multi-state sales tax filing and nexus monitoring
  • Quarterly strategy call with your CPA
  • 2-business-day response commitment
One-time setup fee: $1,197. Waived when bundled with any Tax Strategy engagement.

CFO Partner

$3,500 / mo
Up to 500 transactions • Unlimited accounts • +$80 per 50 over
Typical Client Portfolio operator or established business with $1.5M or more in revenue and multiple entities, or an owner preparing for a capital raise, acquisition, lender presentation, or any transaction that requires institutional-grade financial infrastructure and a CPA who functions as part of the leadership team.
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CFO Partner Includes

  • Everything in the Controller tier
  • Multi-entity consolidation and consolidated financial reporting
  • Custom KPI dashboard built around your specific business metrics
  • Monthly CFO sessions with a licensed CPA
  • Investor and lender readiness package preparation
  • Financial due diligence support for acquisitions
  • Scenario modeling for growth, financing, or exit events
  • Accounting system implementation and migration support
  • Full payroll management and compliance oversight
  • Same-day response during business hours
One-time setup fee: $1,997. Waived when bundled with any Tax Strategy engagement.
Professional Offer Section

Bundle Both Tracks and Save

Combine a Tax Strategy engagement with a Financial Operations tier and the setup fee is waived on both. Tax strategy and clean books working together from day one is how the best financial outcomes happen.

  • Growth + Controller
    Tax Strategy Growth ($5,997/yr) with Controller Operations ($1,797/mo) Save $1,400 in year one
  • Advanced + CFO Partner
    Tax Strategy Advanced ($10,997/yr) with CFO Partner ($3,500/mo) Save $3,900 in year one
  • Setup fees waived on both engagements
    No onboarding fees when you start both tracks together (Up to $2,794 in savings)
  • Tax strategy and clean books from day one
    Your CPA sees your full financial picture from the start, which means faster results and fewer gaps
  • 90-day satisfaction guarantee on all engagements
    If you do not feel a clear improvement within 90 days, your last month's fee is refunded in full (No argument, no process)
Not sure which tiers fit? The strategy call is free.
Book a free strategy call to find your fit