--- title: Cas+Tax description: Explore our tailored accounting plans, from DIY tools to full-service solutions, designed to meet the needs of individuals and businesses at every level. --- [Skip to content](https://www.nwtcpa.com/castax#main-content) [![NWTCPA Logo No Background](https://www.nwtcpa.com/hs-fs/hubfs/NWTCPA_Logo%20-%20Edited.png?width=1024&height=1024&name=NWTCPA_Logo%20-%20Edited.png)Homepage](https://www.nwtcpa.com/about-us?hsLang=en) - [Home](https://www.nwtcpa.com/home?hsLang=en) - [Advisory + Tax](https://www.nwtcpa.com/castax) - [Tax](https://www.nwtcpa.com/castax) - [Advisory](https://www.nwtcpa.com/adisory?hsLang=en) - [Blog | Wisdom](https://www.nwtcpa.com/blog?hsLang=en) - [About NWT](https://www.nwtcpa.com/about-us?hsLang=en) [Get started](https://www.nwtcpa.com/about-us?hsLang=en) - [Home](https://www.nwtcpa.com/home?hsLang=en) - [Advisory + Tax](https://www.nwtcpa.com/castax) - [Tax](https://www.nwtcpa.com/castax) - [Advisory](https://www.nwtcpa.com/adisory?hsLang=en) - [Blog | Wisdom](https://www.nwtcpa.com/blog?hsLang=en) - [About NWT](https://www.nwtcpa.com/about-us?hsLang=en) [Get started](https://www.nwtcpa.com/about-us?hsLang=en) ## Base Prospective clients, students, or individuals seeking basic knowledge and a feel for the firm's platform. Free/Lifetime ### Base plan includes - Basic Tax Calculators & Checklists: Simple tools for estimating tax liability or listing common deductions. - NWT Chatbot Access (AI-Powered): 24/7 automated answers to common Tax, Accounting, and Audit FAQs based on NWT's public knowledge base. - Access to public blog posts, general articles, and introductory webinars. - Audit/Review Terminology Guide: Glossary of terms and basic overview of assurance standards. - Secure login, basic profile management. No Human Support. - Detailed, standardized DIY Tax preparation templates, advanced budgeting worksheets, and comprehensive client accounting checklists. [Get started](https://sites.google.com/nwtcpa.com/caashome/home) ## Essentials Budget-conscious clients willing to DIY using professional-grade tools and needing a CPA review. $25/hr ---> max $2,500 per month ### Essentials plan includes - Everything in Base plan - CPA review of client-prepared Tax returns or Accounting work (pre-delivery cleanup required). - Full preparation services, source document collection. - Full DIY Toolkit Access: Includes premium templates, strategy guides, and planning worksheets. - Audit/Review Preparation Toolkit: Templates and guides to organize data for future assurance engagements. - Standard portal access. Limited Support: Email/ticketing system for basic, clarifying inquiries only. - Add-on: Limited, scheduled Advisory consultation calls (e.g., 1 hour per quarter). - Available Services (Fixed-Fee Pricing): Financial Statement Compilations & Agreed-Upon Procedures (limited scope). [Get started](https://sites.google.com/nwtcpa.com/caashome/home) ## Premium Growing businesses with moderate complexity, high transaction volume, or regulated industry needs, requiring professional preparation. 75/hr ---> max $5,000 per month ### Pro plan includes - Everything in Essentials plan - Complete preparation of Tax returns (Business/Individual) and Client Accounting Services (CAS). - Access to Fractional Controller Services (e.g., up to 4 hours/month). - Professional cleanup and finalization of client-submitted data (no source-to-delivery). - Basic, scheduled tax planning and strategy sessions. - Scheduled support calls for complex compliance questions. - Financial Statement Reviews & Expanded Agreed-Upon Procedures prep. - Audit Readiness: Pre-engagement review and organization. - Customized Portal: Personalized document management. Assisted Support: Unlimited email support, Limited scheduled support calls. [Get started](https://sites.google.com/nwtcpa.com/caashome/home) ## Elite Companies with urgent needs, highly complex operations, or those requiring full, end-to-end, white-glove service. $175/hr ---> max $20,000 per month ### Elite plan includes - Everything in Premium Plan - Source to Deliverable Services: Complete, end-to-end management of all documents, preparation, and filing. - Fractional Services: Dedicated Fractional CFO & Controller Services (e.g., 40+ hours/month). - CFO Advisory Services: Ongoing, in-depth financial modeling, strategic planning, and operational consulting. - Management Consulting: Proactive advice on business expansion, transactions, and risk. - Unlimited Support Calls & On-Demand Consultations: Direct, prioritized access to Partners/Senior Managers. - Dedicated Audit Team: Prioritized scheduling and highly tailored, white-glove support for Financial Statement Audits. - Enterprise-Level Customization: Highly tailored processes and integrated services. Priority Support: Unlimited, priority, and on-demand support across all services. [Get Started](https://sites.google.com/nwtcpa.com/caashome/home) ![Screenshot 2025-08-29 163256](https://www.nwtcpa.com/hs-fs/hubfs/Screenshot%202025-08-29%20163256.png?width=372&height=347&name=Screenshot%202025-08-29%20163256.png) ## All your accounting needs in one place Schedule a free call ## Ready to elevate your business? 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