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We Believe You Should Know What Things Cost Before You Call.

Most accounting firms keep their pricing behind closed doors. We think you deserve better than that. Our fees are based on the complexity of your situation, and we will always tell you upfront what to expect. Clear, honest, straightforward  that's how we do business.

We are a virtual firm. Clients must be comfortable using email, Zoom, secure portals, electronic signatures, and online payments.

Bookkeeping / Monthly Service Packages

Tax-Ready Books

$350

per month

Up to 3 accounts · Up to 200 transactions/mo. Tax-ready books, monthly reconciliations, financial statements, and a dedicated client success manager. Designed to eliminate year-end cleanup

Growing Business

$595

per month

Up to 5 accounts · Up to 400 transactions/mo. Financial clarity for growing businesses, including reconciliations, financial statements, advisory support, and operational visibility as you scale.

Established Business

$795

per month

Up to 8 accounts · Up to 750 transactions/mo. Full financial management for established operations, with timely, accurate data for owners managing multiple employees and departments.

Scaling Business

Custom

per month

Over $1M revenue · Complex

or high-volume needs. Every scaling business is different. We'll build a package around your volume, complexity, and goals.

Final pricing depends on transaction volume and complexity. You'll know what to expect before we begin managing your books.

A quick, no-pressure call to see whether we're the right fit for you. No prep needed.

Individual Tax Return Pricing

Basic Tax Return

$275 – $375

per return

Simple returns: W-2 income, standard deduction, and straightforward filing.

Standard Tax Return 

$375 – $500

per return

Itemized deductions, one rental property, HSA, or moderate complexity.

Advanced Tax Return

$550 – $750

per return

Self-employed returns, Schedule C, multiple investments, or more complex situations.

Complex Tax Return

$900 – $1,200+

per return

Multi-state filing, multiple entities, significant investment activity, or high complexity.

Final pricing depends on complexity. You’ll know what to expect before we begin preparing your tax return.

A quick, no-pressure call to see whether we're the right fit for you. No prep needed.

Business Entity Tax Return Pricing

Basic Tax Return

$750 – $1,150

per return

Single-entity, straightforward activity, and clean records.

Standard Tax Return 

$1,150 – $1,750

per return

Multiple schedules, some complexity, and standard business activity.

Advanced Tax Return

$1,750 – $2,500

per return

Multi-entity businesses, depreciation schedules, and significant activity.

Complex Tax Return

$3,000 – $4,500

per return

Complex structures, multi-state filings, or high transaction volume.

Final pricing depends on business complexity. You’ll know what to expect before we begin preparing your business tax return.

A quick, no-pressure call to see whether we're the right fit for you. No prep needed.

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