CPA Services Built for Real People
No jargon, no hourly billing surprises. Just a licensed CPA in your corner — for tax, audit, and advisory questions that actually matter.
Expert guidance, flat-rate pricing
Most people only talk to a CPA once a year — at tax time, when it's already too late to plan. Rocket CPA flips that model. For a flat monthly rate (or a single session), you get direct access to a licensed CPA who can answer your questions before they become expensive problems — we meet you where you are.
Tax Planning & Compliance
Year-round tax strategy, not just during filing season. We help you understand your tax picture, optimize deductions, plan estimated payments, and stay compliant with federal and state requirements.
- Personal income tax questions
- Self-employment & freelance taxes
- Quarterly estimated payment planning
- Deductions, credits & year-end moves
- State & federal filing requirements
Audit Representation & IRS Notices
Received a letter from the IRS or a state tax agency? Don't panic. We help you understand what it means, what to do next, and how to respond — with a licensed CPA guiding every step.
- IRS notice review & explanation
- Financial reviews
- Audit preparation guidance
- Back tax & penalty questions
- Payment plan strategy
- State agency correspondence
Financial Advisory
Big financial decisions deserve a second opinion from someone who knows the tax implications. We advise on business structure, retirement accounts, real estate, and more.
- Business entity selection (Sole prop, LLC, LLP, S-corp, C-corp)
- Retirement account strategy (IRA, SEP, 401k, etc.)
- Real estate tax considerations
- Major purchase & investment decisions
- Financial planning checkpoints
Small Business & Freelance Support
Running your own business means wearing every hat. We help you stay on top of the financial and tax side so you can focus on the work you actually love.
- Sole proprietor & LLC tax questions
- Business deduction strategy
- Home office & vehicle expense rules
- 1099 & payroll
- Business license & taxes
- S-corp election considerations
Mid-Market Business Services
For growing companies that have outgrown one-size-fits-all support. We partner on the full financial picture — tax, accounting operations, and the strategic decisions in between.
- Business tax planning & estimates
- Federal, state & multi-state filings
- Monthly close & bookkeeping oversight
- GAAP financial statements
- Cash flow, budgeting & growth advisory
- Systems, tools & controls guidance
SaaS & AI Financial Strategy
For AI-first companies, we help plan and budget their AI spend — from tool selection to infrastructure choices to the tax positions behind every dollar.
- AI budget planning & spend ceilings
- Build vs. buy analysis (models, agents, tools)
- Infrastructure & provider selection
- AI metrics & ROI tracking
- Tax planning: Section 174, R&D credits
From Individuals to AI-First Firms
We support businesses and the people building them.
Not sure which service fits? Send us a message or read the FAQ.
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