A Miami CPA firm built for small businesses, creators, and consultants making $100k–$3M. Flat-fee pricing, monthly check-ins, no surprise bills.
| Annual tax prep (S-corp) | $1,200 |
| Quarterly estimated taxes | $800 |
| Monthly bookkeeping | $350/mo |
| Year-end advisory call | included |
| Avg yearly total | $6,200 |
We don't do everything. We focus on the work small business owners need most — and skip the rest.
Federal + state. S-corps, LLCs, partnerships, sole props. Quarterly estimates and year-end filings.
QuickBooks Online cleanup + monthly close. You get clean books + a P&L review call every month.
S-corp election analysis, retirement contributions, entity structuring, owner-comp strategy.
Gusto setup, W-2 vs 1099 classification, owner reasonable comp. We hand it off to you cleanly.
Florida sales-tax registration, monthly filings, audit defense. Critical if you sell physical product.
Got an IRS letter? Don't panic, don't ignore. We respond, negotiate, and resolve.
We post our fees because surprise bills shouldn't be part of accounting. Most clients pay the same amount every month.
| Service | Fee |
|---|---|
| Tax prep · Schedule C (sole prop) Personal 1040 + business schedule | $650 |
| Tax prep · LLC (single-member) Personal 1040 + Schedule C or partnership return | $850 |
| Tax prep · S-corp (1120-S) Includes K-1s + personal 1040 | $1,200 |
| Monthly bookkeeping · Basic <50 transactions/mo, single account | $350/mo |
| Monthly bookkeeping · Standard <200 transactions/mo, multiple accounts | $550/mo |
| Quarterly tax estimates Bundled with annual prep | $800/yr |
| S-corp election filing One-time, includes analysis call | $475 |
| Advisory hourly rate Strategy calls, IRS response, planning | $275/hr |
I started Vertex CPA in 2014 after a decade at one of the Big Four. The work was fine, the clients (Fortune 500s) were not the people I wanted to spend my career serving.
We're a 3-person firm. I do the partner-level work; my staff handles bookkeeping and prep. You always know who's working on your books.
— Jennifer Park, CPA
"Saved me $14,000 in taxes my first year by switching me to S-corp. Jennifer explained it in 20 minutes — my previous CPA had never even mentioned it."
"The monthly P&L review call is gold. I actually understand my business numbers now. Never had this from a CPA before."
"Got an IRS notice that scared me. Jennifer responded within hours, drafted the reply, and the issue closed cleanly. Worth every dollar of the hourly rate."
First call is free, 30 minutes, no pressure. We'll review your situation and tell you exactly what working together would look like.