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.
Complex Individual Return
Complex Taxes. Clear Direction
Have 1099 income, rental properties, or investments? Get CPA support that addresses more than a basic W-2.
From
$500
Self-employment and 1099 income
Rental and investment reporting
Applicable deductions reviewed
Federal and state filing coordination
BUSINESS TAX RETURN
Business Taxes. Professionally Prepared.
Get your S corporation, partnership, or corporate return prepared by a CPA firm that understands business tax reporting requirements.
From
$750
Federal business return preparation
K-1 preparation where applicable
Relevant balance-sheet 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
Save Time. Stay Organized.
Spend less time managing transactions and more time running your business. Get reliable books and clear monthly financial reports.
From
$250
Monthly
Monthly transaction review and categorization
Bank and credit card reconciliations
Profit & loss and balance sheet reports
Organized records for tax season
BOOKKEEPING + TAX PREP
One Firm. Fewer Headaches.
Skip the back-and-forth between your bookkeeper and tax preparer. Keep your financial records and tax filings coordinated through one CPA firm.
From
$350
Monthly
Everything in Bookkeeping
Annual business tax return
Owner individual tax return
Coordinated bookkeeping and tax filing
BOOKKEEPING + TAX PLANNING
Plan Ahead. Avoid Surprises.
Stay ahead of tax season with proactive planning, estimated tax projections, and guidance to make better financial decisions.
From
$575
Monthly
Everything in Bookkeeping + Tax Prep
Quarterly tax planning reviews
Estimated tax projections
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.