Our Services
Tax Services
Transparent starting prices for individuals and businesses, plus IRS compliance and resolution support.
Individual Returns
Form 1040 — Simple 1$325+
Form 1040 — Complex$625+
Prior Year Return$450+
Amended Return$275+
Business Returns
S-Corp (1120-S)$1,100+
Partnership (1065)$1,100+
C-Corp (1120)$1,350+
Non-Profit (990)$795+
State & Franchise Tax
Margin Tax Filing$350+
Tax Planning Session$225/hr
Entity Structure Analysis$675+
IRS Compliance & Resolution
Notice Response (Simple) 1$275+
Notice Response (Complex)$695+
Penalty Abatement$450+
Installment Agreement$350+
We represent you before the IRS and state authorities to resolve notices and ensure compliance with confidence.
Bookkeeping Services
Accurate books. Clear financials. Confident decisions.
Starter test
$265 /mo
Up to 100 transactions
- Monthly reconciliation
- Financial statements
- QuickBooks / Xero
Standard
$410 /mo
Up to 200 transactions
- Monthly reconciliation
- Financial statements
- QuickBooks / Xero
Growth
$625 /mo
Up to 400 transactions
- Monthly reconciliation
- Financial statements
- QuickBooks / Xero
Enterprise
$895 /mo
400+ transactions
- Monthly reconciliation
- Financial statements
- QuickBooks / Xero
Cleanup / Catch-Up$85 – $160/hr
QuickBooks Setup$350+
Payroll Services
Full-service payroll on our compliant payroll relief platform.
1–5 Employees
$135 /mo
- Direct deposit
- Tax filings
- W-2 / 1099
6–10 Employees
$180 /mo
- Direct deposit
- Tax filings
- W-2 / 1099
11–20 Employees
$265 /mo
- Direct deposit
- Tax filings
- W-2 / 1099
- Mid-size support
21–50 Employees
$385 /mo
- Direct deposit
- Tax filings
- W-2 / 1099
- Full compliance
Enterprise-grade payroll platform: SOC 2 Type II certified, HIPAA compliant, with integrated workers' comp support.
Bundled Monthly Packages
All-inclusive fixed-fee engagements — save 15–25% vs. à la carte.
| Package | Bundle Price | À La Carte | Avg. Savings |
|---|---|---|---|
| Virtual CFO | $5,200/mo | $6,500/mo | Save $1,300 (20%) |
| Growth CAS | $2,600/mo | $3,250/mo | Save $650 (20%) |
| Standard CASMost Popular | $1,750/mo | $2,175/mo | Save $425 (20%) |
| Essentials | $800/mo | $1,015/mo | Save $215 (21%) |
Why Bundle?
- Reduced monthly cost vs. à la carte rates
- Predictable monthly pricing
- Single monthly invoice
- Dedicated CPA team
- Priority response & ongoing support
- Scalable as your business grows
- test
Ready to Save?
Schedule a free 15-minute consultation to find the right package for your business.
Virtual CFO & Advisory Services
Strategic financial leadership to help your business grow.
- Monthly KPI dashboards & financial reporting
- Cash flow forecasting & scenario modeling
- Budgeting & strategic planning
- Profitability analysis & cost optimization
- Funding & capital planning support
- Board reporting & investor presentations
Virtual CFO Packages
$3,200 – $6,900 /mo
Customized engagement based on your business needs.
Business Advisory
$225 /hr
Experienced guidance when you need it.
How Working With ZumCPA Begins
1
Discover
We learn about your business and goals.
2
Assess
We evaluate your needs and opportunities.
3
Recommend
We propose the right solution and pricing.
4
Onboard
We make onboarding smooth and easy.
5
Deliver
We deliver results and drive your success.
What Our Clients Say
“ZumCPA transformed how we manage our finances. Their team is responsive, knowledgeable, and truly invested in our success.”
Jonathan P.
CEO, Manufacturing Company
“Transparent pricing, proactive communication, and top-notch service. We saved money and gained valuable insights along the way.”
Elena R.
Owner, Medical Practice
“The Virtual CFO services have been a game changer. We now have better visibility and a clear plan for sustainable growth.”
Marcus T.
Founder, Technology Company
Proudly Serving Businesses in Connecticut, Texas & Massachusetts
Connecticut
Hartford · Stamford · New Haven and surrounding areas
Texas
Dallas · Houston · Austin and surrounding areas
Massachusetts
Boston · Worcester · Springfield and surrounding areas
Let’s Build Your Financial Future
Schedule your free 15-minute consultation today.
Schedule a Consultation