Build your membership

Put together exactly what your business needs

Start from a CAS package, or build your own from the four components — Tax, Accounting, Payroll, and Financial Planning & Analysis. Not sure what fits? The assistant on the right can help you figure it out. If you're not satisfied, your first month (or a proration) is refunded.

Start from a package

Pulse

$450/mo

Business return + tax plan + FP&A (reports, budget, variance), reviewed quarterly. Books optional — runs on yours or ours. All-in $450/mo.

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Co-pilot

from $1500/mo

Everything in Pulse, worked monthly with a Pro — scenarios, proactive tax moves, books usually included. From ~$1,500/mo; ~$2,100 all-in is typical.

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Command

$3,000–5,000/mo · custom

Embedded fractional-CFO function across multiple entities — accrual books, lender packages, capital strategy, value-share. $3,000–5,000/mo, scoped per client.

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My Family & Company

$116/mo

Personal + business returns with integrated quarterly planning — family-office-lite. All-in $116/mo.

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Income Earner

$240/mo

The all-in-one for a single owner — all personal + business returns, simple owner payroll, light planning. No books needed. $240/mo.

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Or build your own

Pick a tier in each component you want. Leave a component off if you don't need it.

Tax

Federal and state tax returns prepared, reviewed, and e-filed by a CPA, plus year-round planning. The existing membership ladder.

Accounting

Monthly bookkeeping — reconciliation, categorization, and financial statements — kept by JMCPA. The foundation FP&A runs on. Above the top tier, work is custom (Command).

Payroll

Full-service payroll — pay runs, tax withholding and remittance, W-2s/1099s, and employer/employee portals.

FP&A

Forward-looking finance on clean books — cash-flow forecasting, budgeting, variance, and scenario planning, tied to your tax position. Mostly delivered through the CAS packages below.

Add household returns

Householding lets a primary member add family members' tax returns — typically non-student adult children and parents — onto their account at a discounted flat rate, instead of each buying a separate membership. A simple family return is $249 and an itemized/investment return is $400, versus $395/yr for a standalone membership.

Simple family return

$249/yr each

A non-student adult child or parent with a basic 1040

Itemized / investment family return

$400/yr each

A family member with itemized deductions or investment income

Your membership

Pick your components

Review engagement & subscribe

Subscribing creates a professional engagement with Josh Mauer CPA, LLC. You'll review and accept the engagement terms before any charge. Tax work is confirmed in your TaxDome portal.