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Pricing Plans
(I) Tax Preparation (Personal Return)
Starts at $500
Tax Preparation of
one Federal and One State Tax Return.
No tax planning services are provided.
(II) Tax & Financial Planning (+ Tax Prep)
Upfront $1500
& $200 / mo.
Tax prep and year-round robust tax and financial planning to help you minimize your tax footprint, build wealth, prepare for retirement, and plan for the future. No additional tax preparation fee.
(III) Tax Planning Hourly
$300 / hr.
Robust Tax Planning to help you avoid surprises, plan accordingly, and minimize your tax footprint. Minimum 2 hours per engagement.
(IV) Bookkeeping Services
Upfront $1000
& $300 / mo.
Bookkeeping services designed to keep your business books in order. Quarterly reconciliation, book maintenance, financial statements, and more. Outsource your bookkeeping needs to us.
(V) Tax Preparation (Corporate Return)
Starts at $1500
Tax Preparation of
one S-Corporation or Partnership Return