Transparent Pricing
Fees & Pricing
All fees listed are starting rates. Final pricing depends on complexity. A minimum deposit of 50% is required prior to the start of any work — depending on the complexity of your engagement, a higher deposit may be determined during our consultation.
Please note: A minimum deposit of 50% is required prior to the start of any work. Depending on the complexity of your engagement, a higher deposit may be determined during our consultation. All fees are starting rates — final pricing is determined after a consultation based on the complexity of your tax situation.
Package Deals
Choose Your Package
Bundled packages offer the best value. All packages include secure document portal access and e-filing. Prices reflect the base fees from the Forms & Fees table below.
Individual Basic
For straightforward W-2 filers with standard deduction. Includes one state return. Additional schedules and services available as add-ons.
- Federal Form 1040
- W-2 Income Only
- Standard Deduction
- One State Return
- Secure Document Portal Access
- E-File Included
Individual Plus
For filers with 1099 or self-employment income. Includes Schedule C on top of the Basic return. Additional schedules and services available as add-ons.
- Everything in Individual Basic
- 1099 & Self-Employment Income
- Schedule C (Self-Employment)
- Multi-State Filings
- Tax Planning Consultation (30 min)
Corporate Returns
Comprehensive tax preparation for S-Corps, LLCs, Partnerships, and C-Corps. Does not include the owner's individual return. Additional schedules and services available as add-ons.
- Business Entity Return (S-Corp, LLC, Partnership, or C-Corp)
- Federal & State Business Filing
- Depreciation Schedules
- Quarterly Estimated Tax Guidance
- Year-Round Email Support
* A minimum deposit of 50% is required prior to the start of any work. Depending on complexity, a higher deposit may be determined during our consultation. All prices are starting rates and may vary based on complexity.
Individual & Business
Forms & Fees
Enhance Your Service
Add-On Services
Supplement your tax return with any of the following services. Add-ons can be combined with any package or standalone filing.
Not Sure What You Need?
Schedule a consultation and we'll review your situation together to determine the right services and pricing for you.
Monthly Bookkeeping
Bookkeeping Plans
Keep your books clean year-round with a monthly bookkeeping plan. All plans include secure document portal access and are billed monthly.
Starter
Perfect for freelancers and sole proprietors with straightforward finances.
- Up to 50 transactions / month
- Monthly bank & credit card reconciliation
- Profit & loss statement
- Secure document portal access
- Monthly email summary
Growth
Ideal for small businesses and LLCs with moderate transaction volume.
- Up to 150 transactions / month
- Everything in Starter
- Balance sheet reporting
- Accounts payable & receivable tracking
- Quarterly check-in call (30 min)
- Year-end books ready for tax filing
Professional
For established businesses needing full-service monthly bookkeeping.
- Unlimited transactions
- Everything in Growth
- Class & job tracking
- Custom financial reports
- Dedicated monthly review meeting
* All bookkeeping plans are billed monthly. Pricing may vary based on transaction volume and complexity. A one-time onboarding fee may apply.
Bookkeeping Services
What's Included & Add-Ons
Ready to Get Your Books in Order?
Schedule a consultation and we'll find the right bookkeeping plan for your business.