Transparent
Pricing reflects the delivery effort more accurately.
Pricing
Built for CPA-Firm Economics — Priced for Managed Delivery, Not Commodity Preparation.
United pricing reflects the delivery model: capacity, complexity, review structure, oversight and integration. The CPA firm remains in control of the end-client engagement, client pricing and final professional service.
United Tax AdvisorsDirector-Led Delivery for CPA Firms
United Units
A Better Measure Than Return Count Alone.
A straightforward individual return and a complex partnership or multi-state business return do not require the same professional effort. United Units create a standardized capacity measure that considers return type and complexity rather than treating every return as identical.
Return Type + Complexity + Annual Volume = United Units
Commercially Fair
Straightforward and complex engagements are not treated as the same workload.
Scalable
A mixed return portfolio can still qualify for volume economics.
Predictable
Both firms can plan annual capacity using an agreed methodology.
The detailed Unit Schedule is agreed during onboarding and documented in your proposal and engagement letter.
United Unit Pricing (United Flex)
Volume-based tiers. Final pricing depends on return mix, complexity, workflow, workpaper condition, turnaround expectations and annual commitment.
$350per Unit
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$300per Unit
Get a Proposal
$250per Unit
Get a Proposal
United Units consider return type and complexity rather than treating every return as identical. The detailed Unit Schedule is agreed during onboarding.
Pricing by Service
Priced Per Delivery Model
United Flex
Volume-based United Unit pricingSeasonal, extension-season and overflow tax capacity, priced per United Unit with volume tiers.
United Core
Customized annual integrated engagementA consistent, integrated delivery team with three-layer review and director-level accountability.
United Reset
Project-based cleanup pricingScoped by months outstanding, transaction volume, accounts/entities, condition of books and complexity.
United Ledger
Recurring monthly accounting pricingYear-round accounting delivery with review-ready outputs.
United PayFlow
Recurring payroll pricingScales with client count, employee count, payroll frequency, jurisdictions and service scope.
United Resolve
Case-based notice-resolution pricingTiered from Notice Assist through Complex Resolution by scope and periods involved.
United Continuity
Customized practice-level engagementA longer-term continuity path aligned to firm standards and succession goals.
Let's Scope the Right Model for Your Firm.
Pricing is finalized after we understand your return mix, workflow and review standards. Schedule a strategy call to build a proposal around your firm.
