Build your membership
Put together exactly what your business needs
Add the services your business needs on top of your tax membership — Accounting, Payroll, and Financial Planning & Analysis — plus household returns for family members. If you're not satisfied, your first month (or a proration) is refunded.
Tax returns
Add every return your household needs — they stack.
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, federal and state tax withholding and remittance, W-2s/1099s, and employer/employee portals, with tax-notice support for the periods we process. We run it end to end, or inside your own software; plus CPA-led payroll audit support for IRS, state, DOL, and workers'-comp audits.
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.