Pricing
Transparent engagement.
Monthly packages for businesses — and simple per-return pricing for individuals.
One-time returns
Individual & One-Time Tax Returns
Not a business? No problem. Personal returns (1040), amendments, multi-state filings, gift, trust & estate, and nonprofit returns are priced per return — simple and transparent.
Response within 1 business day
Monthly packages — for businesses
Starter Support
Best for small businesses with light activity.
- Monthly bookkeeping
- Bank & credit card reconciliations
- Payroll up to 2 employees
- Quarterly CPA review
- Email support
Does not include tax planning or multi-state compliance.
Book Discovery CallMost Popular
Best for S-Corp owners & growing businesses.
- Monthly bookkeeping
- Payroll up to 5 employees
- Monthly financial statements
- Quarterly tax estimates
- S-Corp guidance
- Priority email support
Advisory & Compliance
Best for multi-state, payroll-heavy or advisory clients.
- Full bookkeeping & cleanup
- Payroll & compliance
- Monthly review & strategy calls
- Multi-state filings
- Year-round tax planning
- IRS & state notice support
- Priority access
Add-on services — priced separately
Final pricing depends on transaction volume, states, payroll size, and cleanup. One-time tax returns priced separately — request a quote.
Not sure what fits?
Book a free 30-minute discovery call — no pressure, no jargon.