Choose Your Plan
Three flexible memberships built around small business owners. Pick the plan that matches where your business is today — you can always grow into the next tier.
Icon Essential
$399/month
or $4,295 annually
Save with annual billing
Designed for small business owners who want professional bookkeeping and tax support without having to manage the accounting themselves.
- Done-for-you monthly bookkeeping
- Bank and credit card transaction categorization
- Monthly account reconciliation
- Basic financial reporting
- Business income tax preparation
- Year-round accounting support
And more — please call for details
Icon Complete
$549/month
or $5,895 annually
Save with annual billing
Our most comprehensive everyday solution for small business owners who want bookkeeping, tax preparation, payroll support and year-round tax planning coordinated under one team.
- Everything in Icon Essential
- Personal income tax preparation
- Quarterly estimated tax planning
- Proactive year-round tax strategy
- Payroll support
- S Corporation and owner compensation guidance
And more — please call for details
Icon Premier
$699/month
or $7,495 annually
Save with annual billing
Designed for growing and more complex businesses that need a higher level of accounting oversight, tax planning and ongoing financial support.
- Everything in Icon Complete
- Enhanced financial reporting and review
- Quarterly business and tax strategy meetings
- Expanded payroll support
- Priority advisor access
- Higher-level tax and entity planning
And more — please call for details
Pricing is based on standard service parameters for one business entity. Additional entities, states, payroll complexity, transaction volume, catch-up work or specialized tax services may require additional fees. Contact us for a customized service review.
Ready to get started?
Talk with our team to confirm the right plan and roll out your books.