Transparent
Pricing
We are dedicated to providing high quality services for an affordable price. We try to keep our prices flat and transparent. We believe in low-pressure sales and encourage relationship building ahead of making a sale. We work too closely with our clients to start off on the wrong foot!
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The pricing on this page provides the basic pricing structure for many of our services. Final pricing will be determined at the time of proposal.
Personal Services
Personal Income Tax
Starting at $350 including:
Federal, State, & City Income Tax Prep & E-Filing
First State Included
Estimated Tax Vouchers
Includes either:
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One schedule C small business or farm
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or up to Two non-complex rentals (Not STR/RE Prof.)
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Up to 2 Complex K-1s
Audit & Identity Theft Protection
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Add-ons
Add'l State - $50 each
Add'l Small Bus./Farm/Rental - $150 each
Accounting from Bank Statement - $200
Ex-Pat/Non-Resident - starting at $150
Paper-filing - $25 each
Complex Brokerage Statement - $25 each
Expedited POA/Transcript - $100​
​Add'l Complex K-1 - $150 each
Virtual/Crypto Currency Statement - $250 each
Other add-on fees may apply
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"Easy" & Dependent Returns starting at $175.
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Our average fee is $350. We try to capture everything in our base price so there are no surprises. If you are concerned about pricing, please reach out. We are more than happy to work with our clients to meet their needs.​
Personal Tax Planning
Personal tax planning is also included in our Business Tax Planning for up to 2 owners.
Basic Personal
Starting at $250
Estimated Tax Payment Analysis
W-4 Review & Preparation
Federal & State ​Tax Notice Reviews
Basic Deduction Review
One 30-minute planning meeting in the Fall/Winter
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Advanced Personal
Starting at $450
Everything in Basic
Advanced Deductions
Minor Tax Notice Resolutions
One 60-minute planning meeting in Summer
One 30-minute planning meeting in Fall/Winter
Advanced Planning for $0 tax balance (more money in your pocket)
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Rental/Small Business Planning
Starting at $650
Everything in Advanced
Short-term Rental & Real Estate Professional Deduction Planning
Self-Employment Tax & Deduction Analysis
Advanced Planning for you & your single owner LLC or S-Corp
Pass-Through Entity Tax Deduction
Entity Structure & S-Corp Election Review​
Home Office & Accountable Plan
Personal Budget & Financial Tracking
This is a custom service and is built based on the individual's needs.
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Initial 60-minute consult/review - $250
This review is extensive and will require a lot of prep work, but we believe the value is worth the price.
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Monthly Review - $250 (more/less frequent reviews available)
We typically start with a monthly review at least for the first few months. This allows us to ensure that the plan we have set in place is working and if not we can make adjustments as necessary.
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Annual Maintenance - $400
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What does this service entail?
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Personal Budget for Tracking
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Debt Pay-off Plan
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Savings & Investment Plan
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Expense Analysis
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Review meetings
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Planning for your future or trying to get debt relief is an investment in yourself. We get the irony of having to charge people wanting budgeting and planning services to help with debt or other personal goals. However, our planning sessions have shown that after even just 6 months of proper planning, our service has hopefully paid for itself. Now that is no guarantee, as every situation is different, but in the end the gains outweigh the investment.
Ready to start? Send us your info or let's chat!
Business Services
Accounting & Business Advisory Services
All of our accounting & business advisory service proposals are customized to each business and its needs. There are so many options that a basic package would be very hard to narrow down.
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To set up a 20-minute discovery call, please click here!
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Our minimum fee for any of our accounting services is $250 per month. This amount is not in addition to other services, meaning if your services cost more than this, we do not add it to that amount as it has already been absorbed by the other services.
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We charge a flat monthly rate that is auto-paid via bank or credit card. No surprises and better for cash-flow planning! Invoices are issued the 1st of each month and payment drafts are usually the 1st as well, unless otherwise arranged.
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Here is how we usually price certain items:
fractional CFO - Hours needed per month
Controllership - Hours & Volume
Bookkeeping - Volume (Transactions/Invoices/Bills/Vendors/etc.)
Acctg. Setup & Clean-up - Project Hours
Business Admin/Compliance - Volume or Project Hours
HR & Payroll Services - Employee Count
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We do have an overage rate based on the project and resource needed. To date we have never charged an overage fee.
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During our discover call we will get all the details to provide you a proposal. We try to offer different packages for different budgets, but having a budget range can be very helpful. We want to work on getting you everything you need for a price that will let you sleep well at night. We believe in low-pressure sales and will not hound you for decisions. If it is meant to happen, it will!
Business Income Tax Services
Partnership & S-Corp Returns (1065/1120S)
Starting at $1,250
Federal & State Income Tax Prep & E-Filing
First State Included
Estimated Tax Vouchers
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Up to 5 K-1s Included
Audit Protection
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Corporations (1120)
Starting at $1,500
Federal & State Income Tax Prep & E-Filing
First State Included
Estimated Tax Vouchers
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Up to 2 1099-DIV Included
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Trusts, Estates, & Non-Profits (1041/990)
Starting at $1,500
Federal & State Income Tax/Exemption Prep & E-Filing
First State Included
Up to 5 K-1s Included (Trust/Estate)
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Add-ons
Add'l State - $150 each
Foreign Ownership - $250 each owner
Paper-filing - $75 each
Change in Accounting Method - $250
Expedited POA/Transcript - $200
​Add'l K-1s - $20 each
Virtual/Crypto Currency Statement - $500 each
Other add-on fees may apply
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Business Tax Planning
Basic Business
Starting at $750
Estimated Tax Payment Analysis
Federal & State ​Tax Notice Reviews
Basic Deduction Review
​(Sec 179/Bonus Depreciation, QBI, Retirement Credits, Home Office, & more)
One 30-minute planning meeting in the Fall/Winter
Includes business and up to 2 owners
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Advanced Business (Most Popular!)
Starting at $1,250
Everything in Basic
Advanced Deductions & Credits
(R&D, Family Employment, Multi-State, State & Local Credits, & more)
Minor Tax Notice Resolutions
One 60-minute planning meeting in Summer
One 30-minute planning meeting in Fall/Winter
Advanced Planning for $0 tax balance (more money in your pocket)
Includes business and up to 2 owners
Distribution or Dividend Planning
(Avoid excess distributions and taxable dividends)​​​
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Additional Owners & Fees
$250 for Basic
$500 for Advanced
Additional planning fees may be charged for owner's with complex personal returns (i.e. multiple rentals, complex brokerage, other businesses, etc.)
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Additional Tax Filings & Services
Sales & Use Tax
Per state starting at:
Monthly Filing - $175/mo. per state
Quarterly - $150/qtr. per state
Semi-Annually - $300/yr per state ($150 each filing)
Annually - $125/yr per state
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Payroll Tax
Federal (940) & State Annual - $500
Add'l States - $150 each
Quarterly (941) & State Quarterly - $100/qtr.
Add'l State - $75 each/qtr.
State Payroll Account Registration - $125/state
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Personal Property Tax
High Volume Asset Management - $600/yr per company
PPT Filings - $250/state per filing
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Entity Organization/Incorporations
EIN & State Registrations - $400
Add'l States - $150
S-Corp Elections
Timely - $225
Late - $350
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Registered Agent & State Information Reporting Administration
State RA & Filing Admin - $175/yr + Agent & State Fees
Agent Fees - $175/yr
State Fees - vary by state
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Tax Resolution & Notice Assistance
Minor resolution projects start at $175 per hour
Expedited IRS Call Wait Time - $50 per hour
We partner with Tax Legal experts to provide you with the highest quality tax resolution solutions possible for larger and complex tax issues. Project pricing is subject to their review.
We're ready when you are!