Our Packages

Expert tax and accounting services for your business.

Step 1: Proactive Tax Planning Strategy

Every engagement begins with creating a comprehensive Proactive Tax Planning Strategy tailored to your business needs. This strategy includes a detailed, step-by-step guide for implementation to maximize your tax savings and streamline your financial operations.

Step 2: Choose Your Package

To effectively implement and complete Step 1, selecting one of our service packages is essential. Choose from our range of packages designed to fit your business size and requirements. Whether you're just starting out or scaling up, we have the right plan to support your growth

PRO

Monthly Fee: Starts at

$997

  • Tax Reduction Strategy

  • Bookkeeping: Up to 200 transactions/month

  • Business Income Tax Preparation

  • Tax Planning Meetings: 2x Per Year

  • Financial Reporting: Monthly

  • IRS Notice Response

  • Electronic Bill Pay Services

  • Additional Virtual Consultations: Quarterly (Maximum)

  • Preparation of Annual 1099's (up to 10)

  • 24/7 Cloud Access to Tax Returns and Documents

  • Prioritized Communication System

  • Monthly Newsletter

  • Additional fees will apply:

    • Payroll Services

    • Personal Income Tax Preparation

    • Amended Returns & Backwork

    • One-Time Setup & Installation

starter

Monthly Fee: Starts at

$597

  • Tax Reduction Strategy

  • Bookkeeping:Up to 50 transactions/month

  • Business Income Tax Preparation

  • Tax Planning Meetings:Annual

  • Financial Reporting:Quarterly

  • Additional Virtual Consultations:Annual Meeting

  • Preparation of Annual 1099's (up to 10)

  • 24/7 Cloud Access to Tax Returns & Documents

  • Additional fees will apply:

    • Payroll Services

    • Personal Income Tax Preparation

    • Amended Returns & Backwork

    • One-Time Setup & Installation

Growing

Monthly Fee: Custom Quoted

$4,497

  • Tax Reduction Strategy

  • Full Service Bookkeeping

  • Business Income Tax Preparation

  • Tax Planning Meetings: Biweekly

  • Financial Reporting: Monthly

  • IRS Notice Response

  • Electronic Bill Pay Services

  • Additional Virtual Consultations: Any Time, Scheduled in Advance

  • Preparation of Annual 1099's (up to 10)

  • 24/7 Cloud Access to Tax Returns and Documents

  • Prioritized Communication System

  • Monthly Newsletter

  • Worldwide Pickup/Delivery Service

  • Software Fees Included

  • Additional fees will apply:

    • Payroll Services

    • Personal Income Tax Preparation

    • Amended Returns & Backwork

    • One-Time Setup & Installation

Step 2: Choose Your Package

To effectively implement and complete Step 1, selecting one of our service packages is essential. Choose from our range of packages designed to fit your business size and requirements. Whether you're just starting out or scaling up, we have the right plan to support your growth

starter

Monthly Fee: Starts at

$597

  • Tax Reduction Strategy

  • Bookkeeping:Up to 50 transactions/month

  • Business Income Tax Preparation

  • Tax Planning Meetings:Annual

  • Financial Reporting:Quarterly

  • Additional Virtual Consultations:Annual Meeting

  • Preparation of Annual 1099's (up to 10)

  • 24/7 Cloud Access to Tax Returns & Documents

  • Additional fees will apply:

    • Payroll Services

    • Personal Income Tax Preparation

    • Amended Returns & Backwork

    • One-Time Setup & Installation

PRO

Monthly Fee: Starts at

$997

  • Tax Reduction Strategy

  • Bookkeeping: Up to 200 transactions/month

  • Business Income Tax Preparation

  • Tax Planning Meetings: 2x Per Year

  • Financial Reporting: Monthly

  • IRS Notice Response

  • Electronic Bill Pay Services

  • Additional Virtual Consultations: Quarterly (Maximum)

  • Preparation of Annual 1099's (up to 10)

  • 24/7 Cloud Access to Tax Returns and Documents

  • Prioritized Communication System

  • Monthly Newsletter

  • Additional fees will apply:

    • Payroll Services

    • Personal Income Tax Preparation

    • Amended Returns & Backwork

    • One-Time Setup & Installation

Growing

Monthly Fee: Custom Quoted

$4,497

  • Tax Reduction Strategy

  • Full Service Bookkeeping

  • Business Income Tax Preparation

  • Tax Planning Meetings: Biweekly

  • Financial Reporting: Monthly

  • IRS Notice Response

  • Electronic Bill Pay Services

  • Additional Virtual Consultations: Any Time, Scheduled in Advance

  • Preparation of Annual 1099's (up to 10)

  • 24/7 Cloud Access to Tax Returns and Documents

  • Prioritized Communication System

  • Monthly Newsletter

  • Worldwide Pickup/Delivery Service

  • Software Fees Included

  • Additional fees will apply:

    • Payroll Services

    • Personal Income Tax Preparation

    • Amended Returns & Backwork

    • One-Time Setup & Installation

Need help deciding?

Check out the package comparison table

How we’re different

Four-Part Client Care Plan

We Leave Nothing To Chance When It Comes To Advancing Your Business!

  • 01/ State of the Union Address

    • Owner Compensation Analysis

    • Recordkeeping Evaluation

    • Tax Projection & Strategy

    • Entity Analysis

    • Financial Statement Review

  • 02/ Proactive Monitoring

    • Monthly Bookkeeping

    • Recordkeeping Support

    • Timely Guidance & Consultation

    • Foundation for Effective Tax Planning

    • Complete IRS Compliance

  • 03/ Tax Planning

    • We Proactively Call You

    • Eliminate Surprises

    • Year-Round Involvement

    • Structured, In-Person Meetings

    • Detailed Tax Planning Checklist

  • 04/ Tax Preparation

    • Timely Tax Preparation

    • Business Returns Completed in January

    • Individual Returns Completed in February

    • Plan & Review Results in March

    • Tax Planning for Upcoming Year in April

Competitive Advantages:

State-of-the-art technology allows us to outperform our competitors.

  • Industry Specific Expertise

  • Advanced Tax Planning Strategies Real

  • Time Financial Insights Personalized

  • Business Advisory

  • Dedicated Support Team

Simple tech tools to help our clients be efficient and successful.

  • VIP Immediate Emergency Access:

    Get in touch with your Spatola & Company CPA, Inc. advisor quickly using a special process just for VIPs.

  • Online Meetings:

    We value your time. Meet with us in real-time using any PC or mobile device.

  • Cloud-Based Portal Communication Tool:

    Access all your documents and files anytime, anywhere with our secure cloud platform. You'll get email notifications for any updates.

  • Smart Notifications:

    Skip the cluttered inbox. Our technology sends you immediate alerts with an importance scale, so you know what needs attention right away.

  • Screencast Communication Program:

    No more misunderstandings. See and hear us while following a pointer on your screen for clear instructions about your documents.

  • Video Communication Platform:

    Watch videos on your PC, phone, or other mobile devices to get verbal and visual information from us. This ensures you understand the message clearly, boosting your business's efficiency.

Trusted by over 5000+ clients

  • Jesse L.

    He helped me in a number of ways: business entity formation, handling stock options, planning for retirement. Highly recommend Shonty as a CPA or CFP.

  • J. W.

    Starting a business, I consulted multiple tax accountants, and Shonty was the most helpful and responsive, even during the busy tax season. He provided quick, easy answers to all my questions, including which version of QuickBooks to use. Highly recommend!

  • Este F.

    Amazing CPA! Personable and professional. He takes time to get you the best results. If your are looking for a CPA, even if you just need someone to help with taxes... I definitely recommend him!

  • Mari D.

    He graciously took me on as a client at the 11th hour and did a great job. He explains thing in a conversational way so you totally understand what's going on and how to wisely proceed in the future. I can recommend him 100%.

  • Terri N.

    Shonty is incredibly nice, intelligent, available and ethical. Great with communication. He has helped my husband and I with our increasingly complicated taxes, as well as a complete financial plan to ensure our success moving forward. I cannot recommend him enough.

  • Bryan B.

    After a miserable experience with my last accountant, I was referred to Mr Spatola. He was a pleasure to work. He taught me some easier ways to structure things in the future. He gets 5 stars. Shonty is my accountant for life, and I recommend him to anyone I care about!!!!

  • Adrian O.

    I've been getting my taxes done by Shonty for years now and I couldn't be more pleased. He's well-organized, quick, and has the ability to make things understandable to someone like me who knows nothing about finances. I highly recommend Shonty and his team.

Dedicated to supporting small businesses

Schedule A Strategy Session with an expert CPA

Schedule your consultation today to learn how we can help you save money on taxes and handle your accounting needs.