toad tax.
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Pricing

Flat monthly pricing.
No surprise invoices.

Three plans for most stages of business. If you don't fit one of them — most of our clients don't, exactly — we'll build you a custom quote in a day. No hourly billing, ever.

Solo

Just getting started.

$395/ month

Solo founders, freelancers, and side businesses with one bank account and one entity.

  • Monthly bookkeeping & reconciliation
  • Annual federal & state business return
  • Annual personal return for the owner
  • Quarterly tax estimates
  • Email support, 24‑hour response
  • Up to 75 transactions / month
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Most chosen Growing

Hitting your stride.

$895/ month

Teams of 2–20 with multi‑state operations, payroll, and a real growth curve.

  • Everything in Solo
  • Bi‑weekly payroll for up to 20 employees
  • 1099 contractor management & year‑end filings
  • Multi‑state tax filings
  • Quarterly business reviews
  • Slack channel, 4‑hour response
  • Up to 300 transactions / month
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Established

Running with a team.

$1,895/ month

Companies with multiple entities, board reporting, and CFO‑level needs.

  • Everything in Growing
  • Multi‑entity consolidation
  • Cash flow forecasts & runway models
  • Board package preparation
  • Fundraise & due diligence support
  • Dedicated CFO & controller
  • Unlimited transactions
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Beyond the menu

Most clients aren't a perfect fit for a plan.

And that's fine. The price is a starting point, not a contract. If you need à la carte advisory hours, multi‑entity work, R&D credit studies, or a one‑time clean‑up of two years of QuickBooks chaos — we price it transparently, in writing, before you sign anything.

Common add‑ons:

  • Catch‑up bookkeeping — one‑time, by month from $250 / month
  • R&D tax credit study % of credit captured
  • Fundraise prep package $3,500 one‑time
  • Sales & use tax registration (per state) $350
FAQ

Things people ask.

Yes. Toad Tax is a licensed CPA firm registered in New York and Colorado, with reciprocal practice rights across the U.S. Our partners hold active CPA licenses and we carry full E&O insurance.
Most of our new clients are. Catch‑up work is priced separately, transparently, and quoted before any commitment. We've handled clean‑ups going back four years — there's no shame in it, and there's no shape we haven't seen.
QuickBooks Online, Xero, NetSuite, Wave, and Sage Intacct, primarily. We can also work in QuickBooks Desktop, but we'll usually suggest a migration if it makes sense for the business.
Two weeks from intro call to your first close, in most cases. We have a structured 14‑day onboarding that covers software setup, document collection, opening balances, and a clean baseline reconciliation before we start the first monthly close.
Yes. Month to month — no annual contract, no early‑termination fees. We'll send you all your data, ledgers, and source documents in a clean handoff. We have a 98% retention rate, so we don't worry about it.
We do most of our work with software companies, agencies, e‑commerce brands, restaurants, and professional services firms. We've worked across 30+ industries — if we can't serve you well, we'll say so on the first call.
Ready when you are

Tell us about your business.
We'll do the math.

Quote in 24 hours. No pressure, no engagement letter to sign first.

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