Pricing

Tax Preparation

Transparent Pricing, Based on Complexity

Our fees are based on the complexity of your tax situation, the condition of your records, and the level of professional judgment required.
We use tiered, flat-fee pricing so there are no surprises.

Most clients fall in the middle of the ranges below. Final pricing is confirmed after a brief intake review.

Individual Tax Returns (Form 1040)

Typical Range: $400 – $3,500+

S-Corporations (Form 1120-S)

Typical Range: $1,200 – $7,000+

Partnerships (Form 1065)

Typical Range: $1,500 – $8,000+

Common Add-Ons

Some services are priced separately due to additional scope:

• Additional state tax return

• Book cleanup or reconciliation

• Amended tax returns

• IRS or state notice response

• Payroll corrections

• Foreign disclosures (FBAR / FATCA)

• Rush or expedited filings

These are always discussed and approved before work begins.

What This Means for You

✔ Flat fees, not surprise invoices
✔ Pricing based on actual complexity, not guesses
✔ Clear expectations before engagement
✔ No “assembly-line” tax prep

If you’re looking for the cheapest option, we’re probably not the right fit.
If you value accuracy, strategy, and professional judgment, we’d be happy to talk.

Tiers

• Basic - W-2 income, interest/dividends, simple investments, one state

• Complex - Business income, rental properties, K-1s, multiple brokerage accounts

• Advanced/Planning - Multiple business or rentals, high-income planning, equity compensation, multi-state or foreign reporting

Tiers

• Core Compliance- Clean books, 1-2 shareholders, single-state operations

• Compliance + Cleanup - Book cleanup, basis reconstruction, multiple shareholders or states

• Tax & Advisory - Owner compensation planning, multi-state activity, ongoing advisory support

Tiers

• Core Partnership- Simple ownership, clean capital accounts, no special allocations

• Compliance + Capital Work - Capital account reconstruction, guaranteed payments, real estate

• Complex / Advisory - Special allocations, Section 754 elections, multi-state partners, planning

Accounting

Accounting Services Built to Grow With Your Business

We offer tiered accounting services designed to match the size, complexity, and decision-making needs of your business.
All engagements are flat-fee and customized after a short intake review.

Most clients fall in the middle of the ranges shown below.

Tier 1 — Basic Compliance (Bookkeeping)

Typical Monthly Range: $400 – $900

Best for: Small businesses that need clean, accurate books for tax filing and basic reporting.

Includes

• Monthly bookkeeping in QuickBooks Online

• Bank and credit card reconciliations

• Categorization of transactions

• Basic financial statements (P&L and Balance Sheet)

• Year-end coordination for tax filing

Not Included

• Cash flow planning

• Budgeting or forecasting

• Ongoing advisory

• Internal controls design

Tier 2 — Accounting + Controllership

Typical Monthly Range: $1,200 – $2,500

Best for: Growing businesses that need reliable financial insight, not just bookkeeping.

Includes

• Everything in Tier 1, plus:

• Monthly close process

• Review and correction of bookkeeping

• Accrual accounting oversight

• Financial statement analysis

• Payroll and sales tax coordination

• Owner questions and monthly check-ins

• Documentation of accounting policies

What This Solves

• “Are these numbers reliable?”

• “Can I trust this profit figure?”

• “What’s actually driving results?”

Tier 3 — Controllership + Advisory

Typical Monthly Range: $3,000 – $6,000+

Best for: Businesses that want a strategic financial partner, not just reports.

Includes

• Everything in Tier 2, plus:

• Cash flow forecasting

• Budgeting and variance analysis

• KPI tracking and dashboards

• Strategic planning support

• Tax planning coordination

• Quarterly or monthly advisory meetings

• Audit-ready financials

Typical Clients

• Multi-entity businesses

• Companies preparing for growth, financing, or exit

• Owners who want proactive financial guidance

What Affects Pricing

Accounting fees are influenced by:

• Monthly transaction volume

• Number of bank and credit card accounts

• Payroll complexity

• Sales tax requirements

• Quality of existing records

• Reporting and advisory expectations

Is This the Right Fit?

If you’re looking for:

• The cheapest bookkeeping option

• Data entry only

• One-off monthly help

We’re likely not the best fit.

If you want:

• Clean, reliable numbers

• Insight you can act on

• A long-term accounting partner

We should talk.

Common Add-Ons

Some services are scoped separately:

• Historical cleanup or catch-up bookkeeping

• Sales tax filings

• Payroll setup or corrections

• Multi-entity consolidation

• Software implementation or migration

• CFO-level consulting projects