Service Packages

DWG CPA PLLC provides flexible, monthly service levels that scale with your organization’s stage and complexity. Our delivery model is virtual-first across Texas with on-site sessions available when helpful. We operate to three critical success factors—Timeliness, Responsiveness, and Accuracy—so leaders can make confident decisions with clean, decision-ready financials and proactive tax planning.

Bronze

Starting from
$ 465
/ Month
  • Solid foundation for your financial success.
  • Includes:
  • Annual financial statements
  • Quarterly period-end close
  • Semi-annual financial review meetings
  • Business tax return preparation
  • Review of client-prepared tax reports and budgets
  • Online support (1 hour/month)
  • Tax Planning and Projections
  • Optional : Prior period clean-up, Preparation of sales tax reports, payroll tax reports, county property tax renditions and audit representation.

Silver

Starting from
$ 720
/ Month
  • Enhanced support for growing businesses.
  • Everything in Bronze, plus:
  • Monthly period-end close
  • Quarterly financial review meetings
  • Proactive tax planning and projections
  • Online support (4 hours/month)
  • Preparation of sales tax reports
  • Payroll tax reports
  • County property tax renditions
  • Audit representation
  • Optional: Payroll management services

Gold

Starting from
$ 975
/ Month
  • Premium service for complete peace of mind.
  • Everything in Silver, plus:
  • Current-year prior period clean-up included
  • Monthly financial statements with in-depth analysis
  • Monthly financial review meetings (more strategic focus)
  • Unlimited online support
  • Company-wide KPI tracking
  • Optional : Accounts payable / receivable services, Budget process management, 1099 contract management, and Cash Flow Management

Platinum

Starting From
$ 2,500
/ Month (scoped)
  • Executive-level financial leadership when you need it most.
  • Everything in Gold, plus:
  • Fractional CFO leadership and finance meetings
  • Scenario planning, pricing models, and growth roadmaps
  • Banking/vendor relationships and cash stewardship
  • Board/leadership reporting and metrics
  • Standing leadership/board finance cadence as scoped
  • Monthly/quarterly strategy sessions

Bronze

Starting from
$ 645
  • Essential compliance for peace of mind.
  • Federal 1040 tax return
  • E-filing and confirmation
  • All standard supporting forms included (Schedules 1, 2, 3, EIC, 8879, etc.)
  • Access to our support team for filing questions

Silver

Starting from
$ 970
  • Smart planning for a stronger financial future.
  • Everything in Bronze
  • Proactive tax planning for the current year
  • Quarterly estimated tax check-ins
  • Personalized recommendations for deductions and credits

Gold

Starting from
$ 1,425
  • Proactive strategies to maximize your wealth.
  • Everything in Silver
  • Comprehensive, year-round tax planning and support
  • Advanced tax-saving strategies
  • Priority access for major financial decisions

Additional Services & Fees

Some situations may require additional work or forms not included in the base package.

Additional fees may apply for:

  • Business schedules (C, E, F, etc.)
  • Additional state returns
  • Complex investment or rental property reporting
  • Business tax analysis or consulting ($195/hr)
  • Other uncommon forms or special filings

We’ll always provide an estimate before work begins. Final fees are based on the actual forms and services provided.

Save 10% with Prepay!

Pay your estimated fee up front and receive a 10% discount. Your final invoice will reflect the actual work performed, with your prepayment fully credited

Add-Ons (available with any plan)

  • Payroll coordination and filings
  • Sales/use tax filings
  • Historical cleanup projects
  • Entity selection and setup guidance
  • Year-round support for tax notices and IRS correspondence

Audit/Review Coordination (Value-Added, No Assurance)

DWG CPA PLLC does not perform financial statement audits or reviews. However, we provide value-added support to help clients manage external audits or reviews performed by independent CPA firms. Our role is project management and preparation support—not assurance.

  • Liaise with your external auditor/reviewer and coordinate PBC (Prepared-By-Client) requests
  • Assemble supporting schedules, tie-outs, and documentation from your accounting system
  • Remediate bookkeeping issues uncovered during the engagement (e.g., reclasses, reconciliations)
  • Track open items, manage timelines, and facilitate information flow
  • Advise on process improvements and policy documentation
  • Coordinate with third parties (banks, attorneys, payroll, etc.) for confirmations and support

Boundaries & disclaimers:

We do not express an audit, review, or compilation opinion, nor provide assurance.

We do not make management decisions; all approvals remain with client management.

Independence/attest standards for the external CPA firm remain their responsibility.

Pricing & Scope Assumptions

  • Published prices are starting points. Final fees are scoped based on transaction volume, number of bank/credit accounts, payroll headcount, connected systems, multi-entity or class/fund structure, and special reporting requirements. We confirm scope and pricing after a brief discovery call and may recommend add-ons for specialized needs.

Onboarding Milestones (Typical 2–4 Weeks)

  • Week 0–1: Discovery call, PBC checklist, access, data intake
  • Week 1–2: Historical review, cleanup plan (if needed), close calendar set
  • Week 2–3: First close under DWG process; KPI snapshot (Growth+); tax planning checkpoints scheduled
  • Week 3–4: Reporting cadence confirmed; add-ons/CFO scope finalized

Communication & Responsiveness

Primary channel: secure client portal & email; meetings via Teams or in-person
Response time targets set at kickoff; urgent items flagged via portal/email subject
Close/delivery timelines established during onboarding

Technology & Security

  • Secure document exchange via client portal
  • Cloud accounting & approved integrations (least-privilege access)
  • Periodic access reviews and removal upon role change/offboarding

Scope Changes & Out-of-Scope Items

  • Material increases in transaction volume/entities may require a tier adjustment
  • One-time projects (cleanup, migrations) quoted separately
  • Attest services (audits/reviews) excluded; coordination available with independent firms as noted

Billing & Terms (Summary)

  • Monthly subscription billed in advance; custom CFO billed per agreed schedule
  • Add-ons and one-time projects billed as scoped
  • Engagement governed by DWG CPA PLLC terms in the signed engagement letter