Fixed-price packages
Flagship packages
Books + Tax bundles.
Bookkeeping, tax returns and planning in one monthly fee — so you pay for tax season across twelve months.
| Starter | Growth | Enterprise | |
|---|---|---|---|
| Package fee | $550 / month | $895 / month | From $1,950 / month |
| Bookkeeping | Starter retainer | Growth retainer | Enterprise retainer |
| Tax returns | One business return (Schedule C or single-member LLC) + owner 1040 | 1120-S or 1065 + up to 2 owner 1040s + 1 extra state | All entity returns, owner returns, multi-state |
| Planning | Quarterly estimate calculation | Quarterly tax planning + annual entity review | Quarterly planning + annual tax projection and PTE analysis |
| Advisory | Year-end review | Quarterly KPI review; annual budget | Monthly CFO call; rolling forecast |
| IRS correspondence | Notice explanation | Notice response included | Notice response and representation (Form 2848) included |
Bookkeeping & accounting
Monthly retainers.
Priced on volume and complexity, not hours.
| Starter | Growth | Enterprise | |
|---|---|---|---|
| Monthly fee | $199 / month | $495 / month | From $750 / month |
| Fits | Up to $50K monthly expenses; up to 3 bank/card accounts; up to 150 transactions | Up to $250K monthly expenses; up to 8 accounts; up to 500 transactions | Multi-entity, inventory, classes/departments, high volume |
| Basis & close | Cash basis; reports by the 15th business day | Cash or accrual; reports by the 10th business day | Accrual; reports by the 6th business day; consolidations |
| Deliverables | Reconciled books, P&L, balance sheet, year-end tax package | Starter + AP/AR management, payroll entries, monthly variance notes, KPI dashboard | Growth + 13-week cash flow, entity consolidation, custom reporting, controller review |
| Touchpoints | Quarterly review call; portal messaging | Monthly review call | Bi-weekly call; named controller |
One-time onboarding fee equal to one month. Catch-up and cleanup work is quoted separately as a fixed-fee project.
CFO support by stage.
Forward-looking finance without a full-time hire.
| CFO Insight | CFO Partner | CFO Strategic | |
|---|---|---|---|
| Monthly fee | $700 / month | $1,200 / month | From $2,500 / month |
| Fits | Pre-revenue to $1M revenue | $1M–$5M revenue | $5M–$25M revenue, raising or acquiring |
| Deliverables | Annual budget, monthly budget-vs-actual, KPI dashboard | Three-statement model, rolling 13-week cash flow, scenario planning, board/lender pack | Fundraising and M&A support, investor presentations, pricing and unit-economics work, board attendance |
| Cadence | Monthly CFO call | Bi-weekly calls | Weekly calls |
Initial financial model build: $2,500 one-time. Requires a NexusWorks or partner-approved bookkeeping close.
Tax compliance & planning
Annual tax returns.
Starting fees for standard returns; complex returns are quoted after review.
| Service | Starting fee |
|---|---|
| Individual 1040 (W-2, investments) | From $250 |
| 1040 with Schedule C or rental schedules | From $450 |
| 1120-S or 1065 (one state) | From $650 |
| 1120 C-corporation (one state) | From $650 |
| Additional state return | $150 each |
| Form 5472 + pro forma 1120 (foreign-owned single-member LLC) | From $350 |
| 1040-NR | From $550 |
| Quarterly tax planning (estimates, PTE election, entity review) | $250 per quarter |
| IRS notice response (simple) | From $250; complex at $65 / hour |
IRS resolution
Flat fees, staged.
Every matter starts with an investigation, credited to the resolution fee.
| Matter | Starting fee |
|---|---|
| Investigation: transcripts, compliance check, strategy memo | $595 (credited to the resolution fee) |
| First-time or reasonable-cause penalty abatement | From $450 |
| Installment agreement (streamlined / non-streamlined) | From $1,500 |
| Currently Not Collectible status | From $1,800 |
| Offer in Compromise | From $2,500 |
Assurance & CPA letters
Fixed-scope engagements.
Signed by a California-licensed CPA. Fees for attest work are collected before the report is released.
| Engagement | Starting fee |
|---|---|
| Income verification / self-employment letter | From $350 |
| Mortgage comfort letter / business verification letter | From $450 |
| Personal financial statement (compiled) | $550–$750 |
| Compilation (SSARS AR-C 80) | $750–$1,750 |
| Agreed-upon procedures (AT-C 215) | $1,500–$2,800 |
| Review (SSARS AR-C 90) | $1,500–$3,000 |
| Audit (AICPA auditing standards) | $4,500–$8,000 |
| SOC 1 / SOC 2 readiness | Proposal-based |
Reviews, compilations and agreed-upon procedures are not audits. No attest service is provided where a prior-period fee or a non-attest service would impair independence.
Business registration & formation
Formation packages.
All formation fees exclude state filing fees, which are passed through at cost.
| Formation Essentials | Formation Growth | Global Founder | |
|---|---|---|---|
| Fee (plus state fees) | $399 | $795 | $1,250 |
| Who it fits | US owner, simple LLC or corporation | US owner planning payroll or an S-corp election | Non-US owner forming a US LLC or C-corp |
| Annual plan after formation | Annual Compliance Plan — $449 per entity per year | Annual Compliance Plan — $449 per entity per year | Global Founder Compliance Plan — $1,750 per year |
At NexusWorks, an individual 1040 starts at $250, a 1040 with a Schedule C or rental schedules at $450, and an S-corporation, partnership or C-corporation return at $650 for one state. Each additional state return is $150. Complex returns are quoted after we review your documents.
They are starting fees for standard scope. We confirm the exact fee in writing after a free 15-minute strategy call, before any work starts.
No. State filing fees and other government fees are passed through at cost.
Recurring work is priced on volume and complexity, not hours. Complex IRS notices and some cleanup work are billed at a stated hourly rate, agreed in advance.
Monthly. The package fee spreads the cost of your tax returns and planning across the year, so there is no large bill at tax time.
Yes. See our white-label partner rate card for per-return, per-client and dedicated staff pricing.