top of page

Clear starting prices

Know the Cost Before Work Begins.

Worried about cost or unexpected fees? Review starting prices for tax preparation, bookkeeping, and ongoing CPA support. Final pricing is confirmed after we review your needs.

Pricing confirmed first

Clear scope upfront

Secure online process

A Clear Review Before You Commit.

Every engagement begins with a focused review of your needs, records, and deadlines. We then recommend the appropriate scope and confirm the fee before any work begins.

01

Share What You Need

02

We Review the Scope

03

Approve the Plan

No work begins until you approve the engagement and fee.

TAX SERVICES

Tax Pricing Based On The Return You Actually Need

Starting prices vary by filing complexity, number of forms, business activity, states involved, and the condition of the records provided.

INDIVIDUAL TAX RETURN

Your Return, Handled Start to Finish

For individuals who want accurate filing, clear guidance, and no last-minute surprises.

From

$250

Federal and state filing handled correctly

Credits and deductions reviewed before filing

Secure, fully remote process from start to finish

Pricing confirmed before we begin

Complex Individual Return

Built for More Than a W-2

For 1099 income, rental property, investments, and other tax situations that need a closer look.

From

$500

Self-employment income handled correctly

Rental and investment activity reported properly

Deductions reviewed for available tax savings

Federal and state filing coordinated together

BUSINESS TAX RETURN

Your Business Return, Handled by a CPA

For S corporations, partnerships, and corporations that need accurate, careful filing.

From

$750

Business return handled from review to filing

K-1s coordinated with owner reporting

Balance sheet and tax accounts reviewed

Filing issues identified before submission

Starting prices assume complete, tax-ready records. Additional states, prior-year returns, amendments, cleanup, planning, and other complex filings may increase the fee. Final pricing is confirmed before work begins.

BOOKKEEPING AND ONGOING SUPPORT

Bookkeeping Support That Grows With Your Business

Monthly pricing depends on transaction volume, number of accounts, payroll activity, loans, sales tax, and the complexity of your reporting.

BOOKKEEPING

Where Every Engagement Starts

The starting point for clean, current, tax-ready books year-round.

From

$250

Monthly

Books always current, not overdue

Reconciled accounts, no surprises

Clear reports you can act on

Ready for tax season, year-round

BOOKKEEPING + TAX PREP

Filing Handled, Not Just Books

Your taxes handled by the CPA team that already knows your books.

From

$350

Monthly

Everything in Bookkeeping

Business return filed for you

Owner tax return filed too

One CPA team for books and taxes

BOOKKEEPING + TAX PLANNING

Planning Ahead, Not Just Filing

Bookkeeping, tax prep, and planning to stay ahead all year.

From

$575

Monthly

Everything in Bookkeeping + Tax Prep

Quarterly planning check-ins

Taxes estimated ahead of time

Ongoing cash-flow guidance

Starting prices assume organized records, standard activity, and straightforward tax filings. Final pricing depends on transaction volume, account complexity, entity type, tax requirements, cleanup, and planning needs.

Custom-scope services

Some services require a closer review

We assess the issue, confirm responsibilities and timing, and provide written pricing before the engagement begins.

How pricing works

Know the scope before you commit

Our review process helps prevent unexpected fees and makes sure the service matches the work required.

01

Tell us what is going on

Complete the short review form and describe the tax, bookkeeping, or financial support you need.

02

We assess the scope

We review complexity, deadlines, transaction volume, current records, and compliance requirements.

03

Approve clear pricing

You receive the recommended service, engagement terms, and confirmed pricing before work begins.

TAKE CONTROL BEFORE THE ISSUE GROWS

Need More Than an Estimate?

Tell us which financial issue is creating the most pressure. We will review your situation, recommend the appropriate CPA service, and confirm pricing before work begins.

bottom of page