Question 1

What happens during a 1-hour CPA call?

Accepted Answer

You connect directly with a licensed CPA who focuses entirely on your question, such as a tax notice, a business structure question or a compliance concern, and gives clear, actionable guidance.

Question 2

How much does a CPA consultation cost?

Accepted Answer

Single Launch is $199 one-time. Rocket 180° is $179/month for 6 months. Rocket 360° is $149/month for 12 months. Enterprise pricing is custom.

Question 3

Is there a money-back guarantee?

Accepted Answer

Yes. If you are not satisfied with your session, Rocket CPA refunds your payment with no questions asked.

Question 4

Are your CPAs licensed?

Accepted Answer

Yes. All consultations are conducted by licensed Certified Public Accountants with active credentials. Lead CPA Liad Goren has over 20 years of experience in tax planning, audit representation and financial advisory.

Question 5

Can I cancel my subscription?

Accepted Answer

Yes. You can cancel Rocket 180° or Rocket 360° any time before your next billing date and you will not be charged after cancellation.

Question 6

Do you work with SaaS and AI companies?

Accepted Answer

Yes — it's one of our flagship specialties. We help AI-first companies plan and budget their AI spend: build vs. buy analysis, infrastructure and provider selection, ROI tracking, and the tax positions behind every dollar, including Section 174 treatment and R&D credits.

Question 7

Do you handle compliance questions?

Accepted Answer

Yes. We cover federal and state filing requirements, payroll tax, sales tax obligations, 1099 reporting, business licenses, and entity compliance. If you've received a notice from the IRS or a state agency, bring it to your session.

Question 8

Do unused sessions roll over?

Accepted Answer

Sessions are monthly and do roll over. However, we encourage you to use each session — even if just to check in on your financial picture or ask a quick question.

Frequently Asked Questions

About the Consultation

Topics We Cover

Pricing & Plans

Credentials & Trust

Still have questions?

Frequently Asked Questions

About the Consultation

What happens during a 1-hour CPA call?

How do I prepare for my session?

Can I ask about multiple topics in one call?

What if I need more than an hour?

Topics We Cover

What tax topics can I ask about?

Can you help with small business or freelance taxes?

Do you handle compliance questions?

Can you review my tax return?

Do you work with SaaS and AI companies?

Pricing & Plans

What's the difference between the three plans?

Is there a money-back guarantee?

What if I need to cancel a booked session?

Can I cancel my subscription?

Do unused sessions roll over?

Credentials & Trust

Are your CPAs licensed?

Why not just use an AI tax tool?

Is my information kept confidential?

Still have questions?