Services & Pricing

Clear scope. Clear pricing. No surprises.

Every engagement is scoped and priced before we start. No surprise invoices, no nickel-and-diming, and no charge for a quick question.

Core services

01 / 08

Individual Tax Preparation

Federal and state tax returns for individuals and families, from straightforward W-2 returns to more complex situations involving investments, rental property, and multiple states. Prior-year return review for missed deductions and tax-saving opportunities.

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02 / 08

Business Tax Preparation

Federal and state returns for LLCs, S-corps, partnerships, and sole proprietors, including required K-1s, estimated tax planning, and coordination with your individual return.

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03 / 08

Fiduciary Tax Preparation

Form 1041 returns for trusts and estates, including trust and estate income, beneficiary K-1s, asset sales, first-year and final returns, and coordination with the beneficiaries' individual returns.

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04 / 08

Monthly Accounting & Advisory

Monthly reconciliations, transaction review, financial statements, and ongoing CPA guidance, so your books stay current, you understand your numbers, and you always have someone to call.

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05 / 08

QuickBooks Setup & Cleanup

We set up your chart of accounts, connect your bank feeds, establish your accounting workflow, and clean up prior period issues so your books start on the right foundation. Training is included so you know what you need to handle and what you should leave to us.

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06 / 08

IRS & State Notice Resolution

Got a letter? We read it, respond to it, and deal with the IRS or your state department of revenue on your behalf until it is closed out.

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07 / 08

CFO & Advisory Services

Financial reporting, cash flow analysis, budgeting, forecasting, and strategic financial guidance for owners who want more than bookkeeping.

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08 / 08

Tax Planning & Advisory

Proactive tax planning throughout the year: entity structure and S-corp elections, estimated tax strategy, retirement and investment timing, and trust and estate coordination, so there are no April surprises.

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Pricing

Starting points, not surprises. Final quotes depend on complexity and are confirmed in writing before work begins.

Not sure which service is right for you?

Start with a price estimate, or talk to a partner if you would rather walk through it.

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Individual Tax Preparation

W-2 earners, professionals, families, and retirees

$500minimum, per return
  • /Federal + one state return included
  • /Itemized deductions
  • /Tax credits and deductions review
  • /Secure client portal and e-file
  • /Year-round tax support included
  • /Proactive review for tax-saving opportunities

Additional complexity is priced transparently through our pricing calculator.

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Business Tax Preparation

LLCs, S-corps, and partnerships

$1,500minimum, per return
  • /Complete business tax return + required K-1s
  • /Federal + applicable state returns
  • /Quarterly estimated tax planning
  • /Mid-year tax planning check-in
  • /Owner's individual return 20% off
  • /Year-round tax support included
  • /Secure client portal and e-file

Additional complexity and specialized filings are priced transparently through our pricing calculator.

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Fiduciary Tax Preparation

Trusts and estates filing Form 1041

$1,000starting at, per return
  • /Form 1041 fiduciary return
  • /Federal + applicable state returns
  • /Beneficiary K-1 preparation
  • /Trust and estate income, distributions, and asset sales
  • /First-year and final returns
  • /Coordination with beneficiaries' individual returns
  • /Secure client portal and e-file

Additional beneficiaries, entities, and complexity are priced transparently through our pricing calculator.

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Monthly Accounting & Advisory

Owners who want it fully handled

$600minimum, per month
  • /Monthly bank and credit card reconciliation
  • /Categorization and transaction review
  • /Monthly financial statements
  • /Account reconciliation
  • /Year-round CPA support
  • /Tax questions and general tax planning
  • /Year end books prepared for your tax return

Additional scope such as payroll, sales tax, A/R, A/P, inventory, cleanup, high transaction volume, and multiple entities is priced transparently through our pricing calculator.

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Accounting + Tax

Owners who want accounting and tax fully handled

$1,000starting at, per month
  • /Monthly accounting
  • /Financial statements
  • /Business tax return
  • /Quarterly estimated tax planning
  • /Year-round CPA support
  • /Owner tax coordination
  • /Annual tax planning meeting
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Additional services

Tax planning$500
Notice resolutionStarting at $500
RepresentationStarting at $1,000
CleanupStarting at $1,000
Entity formationStarting at $750
CFO and advisory servicesStarting at $1,500/month