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Real CPAs
for Every Tax Need

What SherpaCPas can do for you:

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Tax Returns

  • Individual federal and state tax return preparation, including Schedule C for 1099 income

  • Multi-state filing support for contractors and remote workers

  • Prior-year and amended return preparation

  • Secure digital document upload and e-signature, no in-person visit required

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Year-round Tax Compliance & Planning

  • Monthly CPA membership with year-round access to your accountant

  • Quarterly estimated tax calculations and reminders

  • Ongoing tax planning to catch deductions before year end

  • Business Structure Consulting

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IRS Communications

  • Review and response to IRS notices (CP2000, underreporter notices, balance due letters, etc.)

  • Representation during IRS correspondence and audit inquiries as your authorized CPA

  • Help setting up payment plans or resolving balances owed to the IRS

THE SHERPA DIFFERENCE

Give yourself the CPA Firm Peace of Mind

Get a 1099? Your work expenses are tax write-offs, including your computer, vehicle, even your accounting fees*. Real professionals in your corner.

*Business-use portion, deducted on your Schedule C. We'll show you where it goes.

HOW IT WORKS

tHE sHERPAcpaS pROCESS

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Pick your plan

Pick one of three flat-priced filing plans plus the optional CPA membership. Not sure which plan fits your situation? No worries, you can start your free consultation and we'll figure it out. Nothing is charged until your taxes are ready to file.

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Easy INtake

After plan selection, a quick quiz confirms your situation and you schedule a free intake call with our professionals.

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CPA review & File

A licensed CPA reviews and signs your tax return. You see your refund or balance owed, e-sign Form 8879, and then we e-file for you.

FILING PLANS

Flat-price filing. No hourly surprises.

First-time clients pay the lower price this year. Members take $50 off any filing.

Simple

$400

1040 + Schedule C

$300

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Up to 2 1099s

1 W-2

1 state included

Unlimited dependents

401(k)/IRA Contributions

Essentials

Everything in Simple +

$550

$450

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Up to 4 1099s, 2 W-2s

2 states included

Sold Stock or Crypto​

Tuition or Loan Payments

HSA Contributions

Marketplace Insurance

Charitable Contributions

Car Loan Repayments

Received Tips or OT

BEST VALUE

Complex

Everything in Essentials +

$850

$750

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Up to 8 1099s

3 W-2s

3 states included

Retirement Income

Form 2210 Estimated Tax Penalty Calculations

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Advanced

S-Corp, rentals, cleanup

custom-quoted on a call

Free Consult

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S-Corp

Rental Properties

Itemized Deductions

Late Filings

Clean-up work

International Income

IRS Notices, (CP2000, CP59, CP501, CP2100 etc)

Inventory

1099-NEC prep & e-file

Amended Return

Bookkeeping

System Integration (QBO, Gusto, Ramp, etc)

Payroll Processing

Accounts Payable

IRS Audits

How billing works: your plan price is a retainer for preparing the return described in your answers. If intake reveals work beyond your plan's scope, we tell you first and quote it flat, nothing extra is ever billed without a conversation.

Our best offer

A CPA in your corner year-round

Filing is once a year. Tax worry isn't. Membership is the year-round solution: planning, quarterly calcs, and a real CPA who answers, separate from any return.

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1099-NEC monitoring
S-corp election analysis
2 free simple IRS notice responses
$50 off any tax filing
Unlimited CPA messages

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Peace of Mind

Tax-planning strategies

Quarterly estimated-payment calcs

Business-structure consulting

$44/mo

billed annually ($528/yr) · or $55/mo monthly

First month free

START THE CONVERSATION

IRS letter? Years unfiled? Breathe.

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Free Initial Consultation

No commitment discussion to assess fit and needs.

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Custom Quote

Quote whether it's back-year returns, transcript pulls, penalty abatement, payment plans.

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CPA deals with the IRS

Don't be left alone against the IRS. Get CPA representation, responses, and resolution.

Notices, back taxes, audits, penalties, we can handle your case. Start with a free consultation: we hear your situation, tell you exactly what it takes, and quote it flat before any work begins. No judgment.

Members: simple notices (CP14, CP501/503/504, 5071C) are covered, 2 free responses per year.

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