1Payroll. Included for up to 10 employees in one payroll withholding state, with Gusto as the processor of record — conversion assistance included at onboarding. Over 10 employees: +$20/employee/mo. Additional withholding states: +$100/state/mo. Certified payroll and prevailing-wage work is quoted separately. Gusto's subscription is billed to you directly by Gusto.
2Sales tax. One state's sales & use tax (or New Mexico gross receipts tax) is standard in every tier, covering up to two filing locations in that state. Each additional state: +$200/state/mo.
3Notices. Routine IRS and state notice response is included for periods we prepare. Formal examination, appeals, or collections representation is scoped and quoted as a separate engagement.
4Owner returns. Advisory and CFO include personal returns for up to two principal owners, prepared alongside the strategy plan and estimates. Additional owners: +$75/owner/mo.
5Return timing. Income tax returns are included for tax years with at least six months of continuous service; returns for other years are quoted separately.
◆Pricing. "From" pricing reflects a single-entity business of typical volume. Final monthly fee is confirmed after a discovery call, scaled by entity count, transaction volume, and headcount. Initial three-month term, then month-to-month with 30 days' notice.
Advisory and CFO tiers are delivered on books maintained by Elev8. If your books require catch-up or cleanup before the advisory calendar can begin, that work is scoped and quoted separately at engagement. Financial statements and management reports are prepared for management's use; no audit, review, or compilation is performed and no assurance is expressed — including on packages you furnish to lenders or other third parties.