Pricing & Packages
Clear, Fixed Pricing for Tax & Accounting
Fixed fees for plan work, based on the scope we agree on together. You’ll know what you’re paying before any work begins.
Our Pricing Philosophy
Priced by Scope, Not the Clock
Hourly billing makes clients hesitant to ask questions. Our plan work is fixed-fee: we agree on the scope up front, so you can reach out without watching the meter.
Fixed Fees for Plan Work
You’ll never hesitate to call because the meter is running. Plan work is billed at a fixed fee, not by the hour.
Agreed Up Front
Your price is set before work begins. We define the scope clearly, and any out-of-scope work is discussed and approved before we do it.
Priced by Scope
Fees reflect the work your situation requires: the returns and states involved, transaction volume, and entity type.
Personal & Individual
Personal Tax Pricing
Starting rates shown. Final pricing is confirmed at your free consultation based on your situation.
Essential
Starting from
$450
per tax year
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
Recommended
Standard
Starting from
$750
per tax year
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
- Year-round advisory access
Premier
Starting from
$1,500
per tax year
Best for complex situations: multi-state, K-1s, business ownership, or major life events.
- Everything in Standard
- Mid-year tax projection
- 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 basic advisory access is included in Standard and Premier and available as an add-on to Essential. Filing an extension does not change your price.
Business & Advisory
Business Accounting Pricing
Tax preparation, bookkeeping, and advisory in one CPA relationship, billed monthly.
Foundation
Starting from
$200
per 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
$600
per month
Monthly bookkeeping, tax preparation, and 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
Premier
Starting from
$1,000
per month
Full outsourced accounting with monthly advisory: your CPA runs the financial side of your business.
- Everything in Growth
- Monthly 1:1 advisory session
- Cash flow forecasting & budget review
- Custom financial dashboard & KPI tracking
- Business advisory (entity, retirement, exit planning)
Business plans are an annual commitment that runs through the end of tax season in April and renews each May, billed monthly. Pricing depends on entity type, transaction volume, and plan. If you join partway through the year, the monthly fee is higher through April, since the full year of work is covered in fewer months. Final pricing is confirmed after your discovery call.
Included in Every Plan
What You Get, Whatever the Plan
IRS notice responses and bookkeeping cleanup (catching up books that are behind) are billed separately. We’ll explain the cost before any of that work begins.
- Clear engagement letter before work begins
- Written quote before any work starts
- Fixed fees for plan work
- CPA review on every return & report
- Year-end planning & look-ahead
Common Questions
Pricing Questions, Answered
What does 'starting from' mean?
It’s the minimum price for that plan. Your quote may be higher depending on complexity, such as the number of states, transaction volume, or entity type. We confirm your exact price after the free consultation, before any work begins.
Is there a contract? How long is the commitment?
Business plans are an annual commitment that runs through the end of tax season in April and renews each May. If you join partway through the year, the monthly fee is higher through April, then resets when you renew. Personal plans cover a single tax year. Your engagement letter spells out the terms.
Do you offer payment plans?
Business plans are already billed monthly. For annual personal plans, we can arrange installments on request; just ask during your consultation.
What if my situation is more complex than the plan covers?
We’ll tell you up front. If your situation is outside the standard scope, we’ll give you a custom quote before we proceed, and scope never changes without your approval.
What isn't included in plan pricing?
IRS notice responses and bookkeeping cleanup (catching up books that are behind) are billed separately. We’ll explain the cost before any of that work begins.
Can I switch plans after signing up?
Yes. If your needs change, you can upgrade your plan at any time. Downgrades take effect at your next renewal/after the current tax year.
Do business plans include my personal tax return?
Yes. Every business plan includes the owner’s personal return (Form 1040). We treat your business and personal taxes as one connected picture.
Let's Get Started
Not Sure Which Plan Fits You?
Book a free 30-minute consultation. We’ll match you to the right plan, confirm your price, and answer your questions before you commit to anything.