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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

Individual Tax Filing

For straightforward individual returns with W-2 income, standard deductions, and one state filing.

From

$250

Federal and one state return

W-2 income reporting

Eligible credits reviewed

Secure electronic filing

Complex Individual Return

Complex Individual Tax Filing

For taxpayers with self-employment income, 1099s, rental properties, investments, or multiple tax forms.

From

$500

Self-employment income reviewed

Rental property reporting

Investment and capital-gain reporting

Business deductions evaluated

BUSINESS TAX RETURN

Business Entity Tax Filing

For S corporations, partnerships, C corporations, and other business entities.

From

$750

Business tax return preparation

Balance sheet and equity review

Book-to-tax adjustments reviewed

Owner reporting and K-1s coordinated

Starting prices assume complete, tax-ready records. Additional states, prior-year filings, amendments, cleanup, planning, and complex matters are priced separately.

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.

ESSENTIAL BOOKKEEPING

Bookkeeping Essentials

For freelancers and very small businesses that want clean, tax-ready books without managing bookkeeping themselves.

From

$250

Monthly

Books kept organized each month

Accounts reconciled for accuracy

Clear monthly financial reports

Tax-ready records year-round

Small business bookkeeping

Monthly Bookkeeping

For growing businesses that need reliable monthly numbers, more complete account oversight, and consistent financial reporting as activity becomes more complex.

From

$395

Monthly

Everything in Bookkeeping Essentials

Multiple accounts and processors reconciled

Loans and balance-sheet activity reviewed

Reliable monthly reports for better decisions

PROACTIVE BOOKKEEPING

Bookkeeping + Planning

For business owners who want accurate books plus proactive guidance on taxes, cash flow, and performance.

From

$575

Monthly

Everything in Monthly Bookkeeping

Quarterly financial review and guidance

Estimated taxes planned ahead

Cash-flow and profitability guidance

Starting prices assume organized records and standard activity. Final pricing depends on transaction volume, account complexity, cleanup, and reporting 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

Get Clear Next Steps Before the Next Deadline.

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.

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