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US Tax & Accounting — From $2,500/mo

Stop worrying about
your US taxes. We've got it.

Expert CPAs handle your federal and state returns, monthly bookkeeping, payroll, and financial strategy — so you can focus entirely on growing your business.

No commitment required Response within 4 hours Cancel anytime
99.8% Filing accuracy
$2.4M+ Tax savings delivered
48hr Onboarding
Licensed CPAs, all 50 states
IRS Circular 230 compliant
Everything included

One plan. One team.
Everything covered.

No piecemeal billing. No surprises. Your dedicated CPA handles every financial need your US business has.

Federal & State Tax Returns
Accurate, optimised returns filed in every state where you have nexus. Every deduction found. IRS e-filing included.
Monthly Bookkeeping
Clean P&L, balance sheet, and cash flow statement delivered every month on time. QuickBooks Online or Xero.
Dedicated CPA
One named CPA who knows your business. Responds within 4 hours. Not a call centre — a real financial partner.
Payroll Management
Full-service payroll across all 50 states. W-2s, 1099s, direct deposit, and quarterly filings handled end-to-end.
Virtual CFO
Cash flow forecasting, board reports, investor-ready financials, and strategic guidance — at a fraction of an in-house CFO.
Real-Time Client Portal
Secure document sharing, invoice payment, advisor messaging, and live reports — all in one place, 24/7.
Getting started

Up and running in 48 hours

1
Book Free Call
30-min video consultation with a senior CPA. No commitment.
2
Sign & Onboard
Engagement letter via Zoho Sign. Portal access same day.
3
We Take Over
Upload your docs. Your CPA reviews, reconciles, and files.
4
Grow Confidently
Monthly reports, proactive planning, and a team in your corner.
Transparent pricing

Choose your plan. Cancel anytime.

All plans include a dedicated CPA, client portal, and our accuracy guarantee. No long-term contracts.

Basic $2,500/mo
Standard ★ $5,000/mo
Complex $10,000/mo
Enterprise Custom

Annual plans save 20% · See full plan comparison →

★★★★★
"

Advisory Monks Consulting transformed our financial operations. Their team caught $38,000 in deductions our previous accountant missed — and the onboarding took less than two days. Worth every dollar.

SK
Sarah Kim
Founder, Bloom Commerce — San Francisco, CA

Ready to stop guessing on your taxes?

Book a free 30-minute call with a senior CPA. No sales pressure — just expert advice on what you actually need.

✓ No commitment   ✓ 30 minutes   ✓ Immediate actionable advice

© 2024–2026 Advisory Monks Consulting (OPC) Pvt. Ltd. · Privacy · Terms IRS Circular 230 Disclosure: Tax advice on this page is for general informational purposes only and does not constitute specific legal or tax advice.
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Advisory Monks Portal
Dashboard
Good morning, Sarah · Monday, 2 March 2026
Upload Message CPA
Cash Position
$142,350
↑ $8,200 vs last week
Next Deadline
Apr 15
Federal Q1 estimated tax
Reports Ready
3
February pack + 2 others
Open Items
2
Documents requested
Weekly Cash Report
● Live · March 2, 2026
Cash Balance
$142,350
↑ $8,200 since last Monday
Projected EOW
$138,100
After payroll & vendor pmts
THIS WEEK · MOVEMENTS
↑ Client payment — Apex Design +$22,000
↓ Bi-weekly payroll run -$11,400
↓ AWS + SaaS subscriptions -$2,400
8-WEEK CASH TREND ($K)
J3
J4
F1
F2
F3
F4
M1
M2
Prepared by Akash Ukil · Advisory Monks Consulting · Every Monday 9am ET
Recent Reports
View all →
February 2026 Financial Pack
P&L · Balance Sheet · Cash Flow · Owner Dashboard
New ⬇
Q4 2025 Board Pack
CFO Narrative · KPI Dashboard · 13-Week Forecast
Ready ⬇
January 2026 Financial Pack
Delivered Feb 10, 2026
Ready ⬇
Payroll Summary — Q4 2025
W-2 & 941 reconciliation
Action ⬇
Upcoming Deadlines
All →
Mar
15
Form 941 — Q4 2025
Federal payroll tax deposit
13 days
Apr
15
Q1 Estimated Tax
Federal + CA state payments
44 days
Apr
15
1120S / 1065 Filing
Corporate income tax return
On track
Jun
15
Q2 Estimated Tax
Federal payment
On track
CPA Messages
All →
SC
Akash Ukil
Your February pack is ready! Revenue up 14% — full commentary inside...
9:02am
RK
Rajan Kumar
I need your Q4 bank statement for the final account (Chase ×8821). Can you upload by Thursday?
Yesterday
NV
Neha Verma
Your 941 is filed and confirmed. IRS acknowledgment attached.
Feb 28
Recent Activity
February Financial Pack uploaded & ready to view
Today 9:05am
Document requested — Chase Q4 statement needed
Yesterday
Invoice #AM-2026-0054 generated — $5,000
Mar 1
Form 941 filed and IRS acknowledgment received
Feb 28
January books reconciled and locked
Feb 5
All Reports & Financial Packs
2026
February 2026 Financial Pack
Delivered March 2, 2026 · P&L · Balance Sheet · Cash Flow · Dashboard
New⬇
Q4 2025 Board & Investor Pack
Delivered January 5, 2026 · CFO Narrative · KPIs · 13-Week Forecast
Ready⬇
January 2026 Financial Pack
Delivered February 10, 2026
Ready⬇
2025
December 2025 Financial Pack
Delivered January 10, 2026
Ready⬇
November 2025 Financial Pack
Delivered December 10, 2025
Ready⬇
Q3 2025 Board & Investor Pack
Delivered October 5, 2025
Ready⬇
Invoices
All payments current ✓
Year to Date
$10,000
Monthly Rate
$5,000
Balance Due
$0.00
InvoiceDateAmountStatus
#AM-2026-0054
Mar 1, 2026
$5,000
Due Apr 1
#AM-2026-0041
Feb 1, 2026
$5,000
#AM-2026-0028
Jan 1, 2026
$5,000
#AM-2025-0112
Dec 1, 2025
$5,000
#AM-2025-0099
Nov 1, 2025
$5,000
Upload Document
Click to upload or drag & drop

PDF, Excel, CSV, images up to 50MB · AES-256 encrypted

All Documents
14 files
TAX DOCUMENTS
2024 Form 1120S — Federal Return
Filed April 15, 2025 · PDF · 24 pages
⬇
2024 CA Form 100S — State Return
Filed April 15, 2025 · PDF · 18 pages
⬇
2024 W-2 Pack — All Employees
Issued January 31, 2025
⬇
COMPANY DOCUMENTS
Advisory Monks Consulting SOW 2025
Signed October 15, 2024 · DocuSign
⬇
Certificate of Formation — Meridian Tech LLC
Delaware · March 2022
⬇
Full Compliance Calendar — 2026
MARCH 2026
Mar
15
Form 941 — Q4 2025
Federal payroll tax return · IRS
13 days
Mar
25
Payroll Data Due to AMC
Please upload February payroll by this date
Action
APRIL 2026
Apr
5
Bank Statements Due
March statements — all accounts
Client Action
Apr
15
Q1 Estimated Tax Payment
Federal Form 1040-ES + CA 540-ES
On track
Apr
15
1120S / Corporate Return
Federal income tax return · IRS
In progress
JUNE 2026
Jun
15
Q2 Estimated Tax Payment
Federal + CA payments
On track
SEPTEMBER 2026
Sep
15
Q3 Estimated Tax Payment
Federal + CA payments
On track
Conversations
SC
Akash Ukil · Co-founder
Your February pack is ready! Revenue up 14%...
Today 9:02am
RK
Rajan Kumar · Senior CPA
I need your Q4 Chase bank statement...
Yesterday 3:15pm
NV
Neha Verma · Payroll
941 filed and confirmed. Ack attached.
Feb 28
SC
Akash Ukil
● Online · Your dedicated CPA
SC
Hi Sarah — your February financial pack is ready! Revenue came in at $186,400, up 14% vs January. Gross margin held at 58%. I've left some commentary in the Owner Dashboard section that I think you'll find useful before your board meeting. Let me know if you'd like to walk through it.
Today · 9:02am
SC
Thanks Akash! That's great news. Yes, let's do a quick walkthrough — I'll send a calendar invite for Thursday morning if that works.
Today · 9:18am
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