# Pricing - Equity CPA

Last updated: May 14, 2026

Clear package structure without one-size-fits-all pricing. Final scope depends on your entities, states, forms, and the complexity of your portfolio.

Final scope is confirmed after a Right Fit Call based on entity count, state count, form complexity, bookkeeping needs, and planning support.

Canonical pricing page: https://equitycpa.co/pricing

## Packages

### Essentials
- Price indicator: Tailored / scope
- Tag: foundational
- Description: Best for leaner investor filings that need clean compliance, straightforward support, and a clear filing path.
- Includes: Federal return included, Up to 1 state return, Basic email support, Secure portal delivery, B&O filing when applicable
- CTA: Discuss Essentials

### Core
- Price indicator: Strategic / scope
- Tag: most popular
- Description: Built for active investors who need broader filing support, planning touchpoints, and more proactive guidance.
- Includes: Federal return included, Up to 2 state returns, Semi-annual tax projections, Semi-annual tax planning, Calls plus email support, Entity structure guidance
- CTA: Discuss Core

### Concierge
- Price indicator: Custom / scope
- Tag: high touch
- Description: For more complex portfolios that need broader coordination, higher-touch planning, and a more tailored service model.
- Includes: Federal return included, Up to 5 state returns, Quarterly tax projections, Quarterly tax planning, High-touch support, Local and city filing coordination, Entity structure guidance
- CTA: Discuss Concierge

## Add-ons
- State Returns
- Local & City Filings

## Notes
- Scoped to complexity: Entities, states, and forms affect final pricing
- Right Fit Call first: We scope before quoting so recommendations stay accurate
- Real estate only: Everything is built specifically for investor tax work