Grow Smarter. Keep More. Build Wealth.

Strategic CPA Services for Entrepreneurs, Investors, and High-Income Earners. 

At Straight Talk CPAs, you get a partner — not just a once-a-year accountant.


  • We deliver proactive tax planning. 
  • CFO-level advice. 
  • Real-time financial insights. 


All for one simple, flat monthly fee. 


No surprise invoices.

No guesswork.

No missed opportunities. 


Just clarity, confidence, and smart strategies to help you grow and keep more of what you earn. 


Whether you're starting, scaling, or investing, our packages are built to meet you where you are — and take you further. 

Strategic CPA Services for Entrepreneurs, Investors, and High-Income Earners. 


At Straight Talk CPAs, you get a partner — not just a once-a-year accountant.

Choose the Package That Fits Where You Are — and Where You’re Headed. 

At Straight Talk CPAs, we offer simple, flat-fee packages designed to match your stage of business, income level, and growth goals. 



No surprises. No confusion. Just the right support, at the right time, for maximum results. 

Package Summary & Pricing Overview

Our flat-fee packages are designed for business owners and entrepreneurs who want strategic support, proactive tax planning, and financial clarity at every stage of growth.

Startup Package

For entrepreneurs making up to $100K who want a rock-solid financial foundation. 


Includes:  Entity setup, bookkeeping, personal tax return, email support, and more. 

Growth Package

For growing businesses earning $100K–$500K that are ready to stop overpaying in taxes. 


Includes:  Strategic tax planning, proactive business tax prep, monthly advisory support, and financial clarity systems.

Scaling Package

For businesses earning $500K–$1M ready for deeper financial visibility and stronger profit growth. 


Includes:  Monthly financials, KPI reporting, advanced tax strategies, and virtual CFO sessions. 

Thrive Package

For 7-figure businesses earning $1M–$5M ready to scale with financial intelligence.


Includes: High-level CFO advisory, tax optimization, cash flow strategy, and support for team growth.

Enterprise Package

For 8-figure businesses earning $5M+ that want strategic oversight without the cost of a full-time CFO.


Includes: Forecasting, capital strategy, exit/succession planning, and real-time decision support. 

Starting at $29,800/year

Tax Planning Packages  

These premium packages are for those who want to minimize taxes and maximize wealth — including real estate investors and high-income earners.  

Essential Tax Planning

Ideal for W-2 earners and new investors with income of up to $150k looking to save with smart planning. 

Strategic Tax Planning

Perfect for W2 wage earners with income of $150k to $500k and investors managing multiple income streams or properties. 

Advanced Tax Strategy

Tailored for high-net-worth clients with complex situations, trusts, real estate portfolios, or advanced planning needs with income over $500k. 

À La Carte Pricing (If You're Not Ready for a Full Package)

  • Personal Tax Prep – from $450 
  • Business Tax Filing – from $750 
  • Monthly Bookkeeping – from $75/week 

Note:  Most clients get better results — and bigger tax savings — by choosing a full-service package.

Real Clients. Real Results. Real Confidence.

Straight Talk CPAs helped me restructure my business and save over $40,000 in taxes in the first year. Their guidance gave me the financial clarity I needed to grow with confidence.

Monica V.

Real Estate Investor

Straight Talk CPAs helped me restructure my business and save over $40,000 in taxes in the first year. Their guidance gave me the financial clarity I needed to grow with confidence.

Monica V.

Real Estate Investor

I felt overwhelmed trying to manage taxes and bookkeeping alone. Straight Talk CPAs gave me a system, a strategy, and a team I could trust. Now I can focus on growing my business.

Nora T.

Online Boutique Owner

FAQs

Still wondering what it’s like to work with Straight Talk CPAs? 


Answers to the most common questions we get from business owners, investors, and high-income earners. 

  • How is Straight Talk CPAs different from traditional accounting firms?

    We don’t just file your taxes — we act as a strategic partner. Our flat-fee packages include proactive tax planning, CFO-level advice, and real-time financial support to help you grow, protect wealth, and plan smarter.

  • How do I choose the right package for me?

    We’ll help guide you based on your business size, income level, and goals. Most clients find a clear fit, and as you grow, we make it easy to transition to the next package when you're ready.

  • What’s included in my package?

    Each package includes a complete set of services tailored to your growth stage — from bookkeeping, tax prep, proactive tax strategy and advisory support. You can view the full details under each package listing on this page.

  • Do you work with clients nationwide?

    Yes! We serve entrepreneurs, investors, and high-income earners in all 50 states. Our systems are built for easy, remote collaboration — so you get expert support wherever you are.

  • Who will I be working with?

    You'll be partnered with a dedicated Client Services Advisor who will serve as your main point of contact, along with a Tax Advisor, Tax Reviewer, and Accounting Advisor — all experts personally hired and trained by Salim Omar to deliver the highest level of service. Our team approach ensures you get strategic, consistent support across every area of your finances.

  • How involved will Straight Talk CPAs be throughout the year?

    We’re not a once-a-year service. You'll have year-round access to advice, quarterly financial reviews, tax planning sessions, and CFO-level guidance — all included in your flat-fee package.

  • How quickly can we get started after I sign up?

    Once you enroll, we’ll schedule your onboarding call within a few days. Our team will guide you step-by-step through setup, document gathering, and your first strategic planning session.

  • What if I already have an accountant or bookkeeper?

    That’s no problem. Many of our clients come to us after realizing they need more proactive, strategic support than their current provider offers. We’ll work with you to make the transition smooth and respectful — whether it’s replacing certain services or taking a more comprehensive approach to your financial strategy.

Why 1,000+ Businesses Trust Straight Talk CPAs

28 Years of Experience

4.8/5 Google Rating

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Clients in All 50 States

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Led by Nationally Recognized CPA, Salim Omar

Flat-Rate Pricing — No Surprises

Proactive, Strategic, Human Support

Ready to Get Strategic About Your Financial Future? 

Book your free strategy session today.
Let’s build a smarter, more profitable path forward — together. 

Schedule My Free Call