Transparent Pricing
Simple, Honest Pricing
No surprises, no hidden fees. Our pricing is straightforward so you can focus on what matters — your finances.
Every client's situation is unique. The ranges below reflect typical engagements — your exact fee is determined during a free consultation based on your specific needs and complexity.
Personal Tax
Individual
For individuals and families who want accurate, stress-free tax preparation and year-round support.
- Federal & state tax return preparation
- W-2, 1099, and investment income
- Itemized deductions review
- E-filing included
- Year-round questions via email
Business Tax & Books
Small Business
For small businesses needing reliable tax preparation, bookkeeping, and payroll services.
- Business tax return (S-Corp, LLC, Sole Prop)
- Monthly bookkeeping & reconciliation
- Payroll processing
- Quarterly estimated tax filings
- Dedicated tax professional
- Year-round availability
CFO & Controller
Growth & Strategy
For growing businesses that need strategic financial oversight, planning, and advisory services.
- Virtual CFO or Controller services
- Financial reporting & analysis
- Cash flow forecasting
- Tax planning & strategy
- Budget development
- Monthly strategy meetings
À La Carte Services
Need something specific? These services can be added to any engagement.
Pricing Questions
Not Sure Which Option Fits?
Schedule a free consultation and we'll recommend the right level of service for your situation — no obligation.
Schedule a Free Consultation