Choose the plan that fits your business.

Every plan comes with a dedicated financial team.
Pay Monthly
Pay Annually

Starter

Includes following features:
  • Dedicated bookkeeping team
  • Monthly Bookkeeping
  • Year-Round Tax Consulting
  • Business Advisory
  • Business Formation
$129 /month

Pro

Everything in Starter, Plus
  • Annual tax filing for businesses (Partnerships, S Corps, C Corps)
  • Annual tax filing for individuals (Sole Proprietors, Contractors)
  • Unlimited tax advisory services
  • One-on-one tax strategy planning
$199 /month

Custom

Get a Customized Quote
  • Need specialized plans customized for your Needs?
Contact Us Today!

Starter

Includes following features:
  • Dedicated bookkeeping team
  • Monthly Bookkeeping
  • Year-Round Tax Consulting
  • Business Advisory
  • Business Formation
$99 /month

Pro

Everything in Starter, Plus
  • Annual tax filing for businesses (Partnerships, S Corps, C Corps)
  • Annual tax filing for individuals (Sole Proprietors, Contractors)
  • Unlimited tax advisory services
  • One-on-one tax strategy planning
$175 /month

Custom

Get a Customized Quote
  • Need specialized plans customized for your Needs?
Contact Us Today!
ALL PLANS INCLUDE Starter Pro Premium
Dedicated Bookkeeping Team
Monthly Bookkeeping
Year-Round Tax Consulting
Business Advisory
Business Formation
Monthly Financial Statements
Accounts Payable and Receivable
Bank Statement and Credit Card Reconciliation
AP/AR Processing
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Month-end Close Procedures
Tax Advice
Annualy
Quarterly
Monthly
Business Tax Return
Annual Depreciation Schedule
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Personal Tax Return
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Sales Tax Return Filing (1 State)
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W-2 and W-3 Preparation
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Preparation of 941/940 Payroll Taxes
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Create Payroll Tax Accounts With Entities
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Employee Setup
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Time Tracking Integrations
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Try Our Service Risk-Free

Not sure which plan to Choose? Don't Worry. We never recommend our services if we’re not the best solution for your business. Try Windroot risk-free before you sign up. Consult with one of experts to get free consultation.

One-on-one expert support

Receive support from certified professionals, allowing you to take the guesswork out of running your business.

Powerful financial reporting

See how your business is doing, master your spending, and make smarter decisions with your money every step of the way.

Stress-free tax filing

Connect with certified Windroot tax professional to strategically move your business forward with confidence.

Let Windroot Help You

From bookkeeping to tax filing, Windroot is the all-in-one financial solution your business can count on.

Pricing

Want to know more?

Find out how Windroot can help your business grow.

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Windroot Document Portal

The is a complimentary resource that allows clients to exchange important documents and information with Windroot CPAs.

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