Cas+Tax

Base

Prospective clients, students, or individuals seeking basic knowledge and a feel for the firm's platform.

Free/Lifetime

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.

Budget-conscious clients willing to DIY using professional-grade tools and needing a CPA review.

25/hour

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).

Growing businesses with moderate complexity, high transaction volume, or regulated industry needs, requiring professional preparation.

75/hour

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 20 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.
Audit Readiness: Pre-engagement review and organization.
Customized Portal: Personalized document management. Assisted Support: Unlimited email support, Limited scheduled support calls.

Companies with urgent needs, highly complex operations, or those requiring full, end-to-end, white-glove service.

$175/hour

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.
Agreed-Upon Procedures: Comprehensive, fully managed AUPs for regulatory or specific needs.
Enterprise-Level Customization: Highly tailored processes and integrated services. Priority Support: Unlimited, priority, and on-demand support across all services.