Transparent Advisory Pricing

• Essential Compliance

  Personal and business returns in one package.

  $1,500/ year

  • Personal and business return preparation
  • State return preparation
  • Secure portal and e-filing
  • Year-round email support
  • Prior-year comparison review
  • Filing deadline reminders

  Select Package for Essential Compliance

• Strategic Tax Advisory

  Most popular

  Year-round tax strategy for growing businesses.

  $3,800/ year

  • Quarterly tax planning review
  • Year-end tax strategy review
  • Year-round email support
  • Monthly strategy call
  • Entity and structure review
  • Priority response within 1 business day

  Get Started Today for Strategic Tax Advisory

• Tax Consulting (Hourly)

  Straight answers from a tax professional.

  Custom

  • One-on-one video or phone sessions
  • Research with professional tax research tools
  • Written summary of recommendations
  • One-hour minimum
  • Secure portal for documents
  • Email follow-up after your session

  Contact for Proposal for Tax Consulting (Hourly)

• Individual Tax Return — Standard

  Accurate, on-time personal tax returns.

  $475flat fee

  • Federal Form 1040 preparation
  • State return preparation
  • Secure client portal
  • E-filing
  • Prior-year comparison review
  • Year-round email support for questions on your return

  Select Package for Individual Tax Return — Standard

• Individual Tax Return — Itemized & Complex

  Itemized deductions and complex income, handled.

  $575flat fee

  • Form 1040 with Schedule A
  • Rental and investment income reporting
  • K-1 and 1099 review
  • State return preparation
  • Secure portal and e-filing
  • Year-round email support

  Select Package for Individual Tax Return — Itemized & Complex

• Business Tax Return (1120-S / 1065)

  Entity returns done right.

  $875flat fee

  • Form 1120-S or 1065 preparation
  • Owner K-1 preparation
  • Review of books and trial balance
  • Additional state returns at $125 each
  • Secure portal and e-filing
  • Year-round email support

  Select Package for Business Tax Return (1120-S / 1065)

• Back-Year & Unfiled Returns — Individual

  Get caught up. Get back on track.

  $650flat fee

  • IRS account and wage transcript review
  • Preparation of each overdue return
  • Reconstruction of missing records ($450/hr, estimated first)
  • Paper filing for tax years 2022 and earlier
  • Federal and state filing
  • A plan to stay current going forward

  Select Package for Back-Year & Unfiled Returns — Individual

• Back-Year & Unfiled Returns — Business

  Bring your business filings current.

  $1,100flat fee

  • Review of entity status and filing history
  • Preparation of each overdue return
  • Bookkeeping reconstruction ($450/hr, estimated first)
  • Paper filing for tax years 2022 and earlier
  • Review of penalty relief options
  • A plan to stay current going forward

  Select Package for Back-Year & Unfiled Returns — Business

• Nonprofit Return — Form 990-EZ / 990-N

  Compliance for charities and small nonprofits.

  $750flat fee

  • Form 990-N or 990-EZ preparation
  • Review of public charity or private foundation status
  • Annual filing deadline tracking
  • State charity filing check
  • Secure portal and e-filing
  • Year-round email support

  Select Package for Nonprofit Return — Form 990-EZ / 990-N

• Nonprofit Return — Full Form 990

  Full compliance for established nonprofits.

  $2,500flat fee

  • Full Form 990 and required schedules
  • Functional expense allocation
  • Governance and compensation disclosures
  • Review with your treasurer or board
  • Secure portal and e-filing
  • Year-round email support

  Select Package for Nonprofit Return — Full Form 990

• Bookkeeping — Essential

  Clean, current books every month.

  $450flat fee

  • Monthly transaction categorization
  • Bank and credit card reconciliation
  • Monthly profit and loss and balance sheet
  • Year-end tax-ready books
  • Secure portal
  • Email support

  Select Package for Bookkeeping — Essential

• Full-Charge Bookkeeping

  Clean, tax-ready books every month.

  $650/ month

  • Full transaction categorization
  • Bank and credit card reconciliation
  • Monthly financial statements
  • Accounts payable and receivable support
  • Year-end tax-ready books
  • Email support

  Select Package for Full-Charge Bookkeeping

Every engagement is flat-rate and confirmed in writing before work begins. Talk to an advisor