Ways to Work with ADC
Pick the engagement that matches where your business is. Every package is built around an ongoing monthly relationship, not a transaction at year end. Most clients fit one of these three. The rest, we customize from here.
Service Packages
Available Through Our Commercial Division
Basic
Compliance done right
Starts at $300 per month
Billed monthly. No surprise invoices.
Who it is for
Owners who want compliance handled cleanly and predictably, with the option to expand later.
Includes
- Corporate tax return
- Personal tax return for one owner
- Year end tax meeting
- Email and phone support during the engagement
Good fit if
You have a controller or bookkeeper handling day to day, and you want a clean, dependable tax outcome.
Standard
Compliance plus planning
Starts at $600 per month
Billed monthly. Tax planning included.
Who it is for
Established owners who want proactive tax planning and a CPA who knows the business by name.
Includes everything in Basic, plus
- Quarterly tax planning sessions
- Estimated tax calculations
- Monthly bookkeeping review
- Priority response time
Good fit if
You are running a $1M to $5M business and you want a CPA who plans ahead, not one who just reports back.
Advisory
A finance partner on retainer
Starts at $1,500 per month
Billed monthly. Highest touch tier.
Who it is for
Owners who want a financial partner in the room, all year, on the bigger decisions.
Includes everything in Standard, plus
- Monthly advisory call with a senior team member
- Cash flow planning and forecasting
- Bank covenant support
- Direct access for ad hoc questions
Good fit if
You are at $5M plus, you have bank covenants or board reporting, and you want a strategic finance partner without hiring a full time CFO.
Other Services Offered
Some work sits outside the standard tiers and is quoted separately:
- Financial statement audits, reviews, and compilations
- Trust, estate, and gift tax returns
- Multi state nexus reviews
- R&D tax credit studies
If you need any of these, we will scope and price them on top of your monthly engagement.
When ADC Is Not the Right Fit
Plain truth saves both of us time:
- If you only need a single year personal tax return prepared.
- If you want a CPA who only shows up at year end and never before.
- If you do not want to get a proper bookkeeping process in place.