Pricing & Packages
Transparent Pricing.
No Surprises. Ever.
Fixed fees based on the value we deliver — not the hours we bill. Know exactly what you’re paying before we start any work.
Our Pricing Philosophy
We Charge for Results,
Not the Clock.
Hourly billing creates the wrong incentives — for both sides. It makes clients reluctant to ask questions and rewards inefficiency. We’ve built our pricing around outcomes: you know what you’re paying, we know exactly what we’re delivering, and there’s no friction in our relationship.
No Hourly Billing
You’ll never hesitate to call because the meter is running. Our fixed fees mean you get full access to our expertise without watching the clock.
No Surprise Invoices
Your price is agreed upfront. We define the scope clearly, and any out-of-scope work is discussed and approved before we do it.
Priced on Outcomes
We charge for the value we deliver — clean financials, reduced tax liability, better decisions — not the hours it took to get there.
Personal & Individual
Personal Tax Pricing
Starting rates shown. Final pricing is confirmed at your free consultation based on your specific situation. No surprises, ever.
Essential
Essential
Starting from $400
Best for W-2 employees and straightforward filers.
- Federal individual tax return (1040)
- Up to 2 state returns
- Standard deductions & credits
- Simple investment & capital gain reporting
- E-filing & copy of completed return
- Secure document upload portal
Most Popular
Standard
Starting from $750
Best for self-employed, rental income, investments, or multi-source filers.
- Everything in Essential
- Schedule C (self-employed / freelance income)
- Schedule E (rental property income)
- Complex investment & capital gains reporting
- Quarterly estimated tax calculation
- Mid-year check-in & tax projection
Premier
Premier
Starting from $1,250
Best for complex situations: multi-state, K-1s, business ownership, or major life events.
- Everything in Standard
- Multi-state filings (3+ states)
- Partnership & S-Corp K-1s
- Major life-event planning (sale of home, inheritance)
- Prior-year amendment (1040-X) if needed
- Year-round priority messaging access
⚠️ All personal plans are annual, per tax year. Year-round advisory access is available as an add-on or included in Standard and Premier. Extension filing does not change your price.
Business & Advisory
Business Accounting Pricing
Bundle your tax prep, bookkeeping, and advisory into one monthly relationship. The more you bundle, the better the value — and the stronger your financial foundation.
Foundation
Foundation
Starting from $[XXX]
/ month
Annual tax filing for businesses that handle their own bookkeeping.
- Annual business entity tax return
- Owner’s personal return (1040) included
- One state business filing
- E-filing & copy of completed returns
- Compliance calendar & deadline alerts
Our Recommendation
Growth
Starting from $[XXX]
/ month
Monthly bookkeeping + tax prep + quarterly planning. The all-in-one CPA relationship.
- Everything in Foundation
- Monthly bookkeeping & bank reconciliation
- Monthly P&L, balance sheet & cash flow
- Quarterly tax planning & estimated payments
- Quarterly strategy & advisory meeting
- Priority messaging & response
- Owner personal return included
Premier
Premier
Starting from $[XXX]
/ month
Full outsourced accounting with monthly advisory — your CPA runs the financial side of your business.
- Everything in Growth
- Full outsourced accounting (AP/AR, payroll coordination)
- Monthly 1:1 advisory session
- Cash flow forecasting & budget review
- Custom financial dashboard & KPI tracking
- Business advisory (entity, retirement, exit planning)
- Unlimited team member access
⚠️ Business pricing is based on entity type, transaction volume, and service tier. All packages are billed monthly. Final pricing confirmed at discovery call.
Included in Every Plan
What You Always Get,
Regardless of Tier
Secure client portal & document sharing
Clear engagement letter before work begins
No hourly billing — ever
Written quote before any work starts
CPA review on every return & report
Year-end planning & look-ahead in all plans
Common Questions
Pricing Questions, Answered
What does ‘starting from’ mean exactly?
Is there a contract? Can I cancel?
Do you offer payment plans?
What if my situation is more complex than the tier covers?
Can I switch tiers after signing up?
Do business plans include my personal tax return?
Let’s Get Started
Not Sure Which Plan Fits You?
Book a free 30-minute consultation. We’ll match you to the right tier, confirm your exact price, and answer every question — before you spend anything.