OUR PRICING

We offer clear and transparent pricing for all of our services. We only charge a fixed fee and never sneak in hidden charges through commissions or by charging a percentage of assets under management. When you work with us, you will know exactly how much you’re paying and when.

  • $675/Month

    • Expert bookkeeping/accounting services

    • Payroll services (+$10 for each additional employee)

    • Year-long tax planning and consultation services

    • Yearly tax preparation for your individual return and business returns

    • Integrated personal financial planning/investment advisory throughout the year

    • IRS notices/audit resolution

    • Unlimited consultation calls/emails

  • $520/Month

    • Expert bookkeeping/accounting services

    • Payroll services (+$10 for each additional employee)

    • Year-long tax planning and consultation services

    • IRS notices/audit resolution

    • Yearly tax preparation for your individual return and business return

  • $335/Month

    • Year-long tax planning and consultation services

    • Yearly tax preparation for your individual returns

    • Integrated personal financial planning/investment advisory throughout the year

    • IRS notices/audit resolution

    • $390 - Individual Tax Preparation (Form 1040 and 1 state) with no Sch. C or Sch. E activity

    • $790 - Individual Tax Preparation (Form 1040 and 1 state) with business activity or rental income (includes Sch. C and Sch. E activities)

    • $945 - Exempt Organization Tax Preparation (Form 990 or 990-PF)

    • $960 - Estate and Trust Tax Preparation (Form 1041 and 1 state)

    • $1,290 - Business Tax Preparation (Form 1065, 1120-S, or 1120 and 1 state)

    • $175 - Hourly tax advisory or tax examination resolution

    • $1,890 - One-Time Financial Plan