Pricing

We always like to be transparent with our pricing. While every situation is unique, here are the starting prices for our services.

Tax Return Preparation

Individual Tax Returns – $750+

Expert preparation of personal income tax returns, ensuring compliance, maximizing deductions, and minimizing tax liabilities.

S-Corporation Tax Returns – $2,400+

Accurate and strategic preparation of S-Corporation returns to optimize shareholder tax outcomes and maintain IRS compliance.

Partnership Tax Returns – $2,400+

Comprehensive preparation of partnership returns with detailed allocation of income, deductions, and credits to partners.

C-Corporation Tax Returns – $2,400+

Comprehensive tax preparation for C-Corporations.

Trust/Estate Income Tax Returns – $1,250+

Detailed fiduciary tax preparation to meet the complex requirements of trusts and estates.

Gift Tax Returns – $600+

Specialized filing for gift taxes to ensure compliance.

Bookkeeping Services

Monthly Bookkeeping – $600/month+

Accurate tracking and categorization of income and expenses with monthly reconciliations, ensuring clean financial records for decision-making.

Monthly Bookkeeping + Quarterly Tax Projections + Quarterly Review Meetings – $995/month+

Ongoing bookkeeping paired with quarterly tax forecasts and strategy meetings to help you stay ahead of tax obligations and business planning.

Monthly Bookkeeping + Monthly Tax Projections + Monthly Review Meetings – $1,550/month+

Comprehensive bookkeeping combined with monthly tax insights and hands-on reviews to proactively manage your business finances and tax position.

Tax Planning

Individual Tax Projections (not engaged in ongoing services)– $1,250/projection+

Customized tax projections that provide a clear view of your expected liability, offering strategies to reduce taxes and avoid surprises.

Initial Tax Plan Setup – $2,500+

A personalized tax plan designed to align with your financial goals, incorporating strategies for savings, compliance, and long-term tax efficiency.

Note: Fees are subject to adjustment based on factors such as volume, complexity, tax profiles, and unique client circumstances.

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