Your Business Deserves More Than a Tax Return
From tax strategy to CFO-level insights, ReGen CFO helps you understand your numbers, optimize profit, and build lasting wealth — all through customized, integrated financial planning.
Transparent Pricing for Growth-Focused Entrepreneurs
At ReGen CFO, we believe in clarity — not just in your numbers, but in how you invest in expert guidance. Our plans are designed to meet you where you are and grow with you. Whether you need strategic tax planning, advanced profit management, or full-scale CFO advisory, we offer integrated solutions that bridge your business and personal finances to help you reach your next level of freedom, legacy, and wealth.
Why We Don’t Offer “Tax Prep Only” Services
We believe tax preparation is just the beginning — not the whole picture. Most business owners don’t need another tax return; they need a strategy that connects tax outcomes to real financial growth. Preparing returns without proactive planning is like reading last year’s report card — informative, but too late to make changes.
That’s why we integrate tax expertise into a broader framework of profit strategy, financial analysis, and long-term wealth planning. Our approach ensures your numbers work for you all year long — not just during tax season.
Whether you’re looking to reduce tax liability, strengthen cash flow, or scale sustainably, every ReGen CFO plan is built around results, not compliance.
What’s Included in Every Plan
- Secure client portal and reporting access
- Dedicated advisor support
- Quarterly tax projections and estimated tax calculations
- Annual business and personal tax preparation
- Access to ReGen’s proprietary financial tools and frameworks
Professional bookkeeping is required for all plans. If you don’t have a bookkeeper or accountant, we can connect you with a ReGen Preferred Partner for ongoing support.
Our Core Service Plans
This fee schedule includes tax preparation fees effective as of January 1, 2026. Contact us to lock in 2025 tax preparation only fees.
Foundation Builder
Compliance + ClarityBest for: Entrepreneurs who need a clear, compliant foundation. You’ll gain confidence in your numbers and ensure your business is structured to build wealth — not just income.
Profit Navigator
Focus on ProfitabilityBest for: Business owners ready to move beyond tax prep and start maximizing profit. This plan helps you identify and eliminate financial inefficiencies, using data to fuel sustainable growth.
Executive Edge
Strategic, CEO-Level SupportBest for: Established entrepreneurs seeking financial strategy, not just reporting. Gain full financial visibility with automated dashboards and monthly CFO calls that help you turn data into decisions.
Legacy Builder
Long-Term Wealth & LegacyBest for: Visionary CEOs focused on generational wealth. Comprehensive level of support combining proactive CFO oversight, extended strategy mapping, and coordination with a broader advisory team.
*Additional fees may apply based on the specific needs of the business and complexity of the engagement. Published fees for the Executive Edge and Legacy Builder plans are starting fees. Applicable fee is determined following a Financial Health Assessment.
Bookkeeping Standards & Add-Ons
Professional bookkeeping is required for every engagement. If you already have a professional bookkeeper, we’ll coordinate directly. If not, our Bookkeeping Add-On starts at $750/month.
Additional onboarding fees apply:
Bookkeeping Diagnostics Review – $495 (non-refundable)
Setup Fee – $1,500 (includes dashboard integration and secure system setup)
Bookkeeping catch-up or cleanup is quoted separately following diagnostics.
Ready to Take the Next Step?
Whether you’re seeking tax efficiency, stronger margins, or a roadmap for long-term financial growth, we’ll meet you where you are — and take you where you want to go.
Start by requesting scheduling a 15-minute QA call by clicking the button below.