Clear pricing, no surprises.
Every engagement is quoted up front after a short discovery call, so you always know the cost before any work begins. The starting rates below show where pricing begins — your exact price depends on complexity and volume.
Price each service on its own.
Need just one thing? Each service stands alone. Combine any two and the bundle pricing below saves you money.
Monthly bookkeeping
STARTING ATBilled monthly based on transaction volume and number of accounts. Catch-up or clean-up of past months is a one-time add-on, quoted separately.
- Monthly reconciliation
- Categorized transactions
- P&L, balance sheet & cash flow
- 1099 tracking & year-end close
Tax return preparation
STARTING ATA flat fee per return, set by volume and complexity. Individual returns and business returns (S-Corp, partnership) are priced separately; equity and rental situations add to the base.
- Federal & state filing
- Plain-English return walkthrough
- Equity (RSU/ESPP/ISO) & rentals
- IRS notice assistance
Proactive tax planning
STARTING ATTwo planning meetings a year — a mid-year check-in and a year-end projection — billed per meeting. Best paired with tax prep so the plan and the filing line up.
- Two strategy meetings per year
- Entity & compensation strategy
- Purchase & equity timing
- Year-end projection review
iAll rates are starting points. Your exact price depends on volume and complexity, and is confirmed in a written quote after your discovery call — before any work begins.
A documented strategy, for a fixed price.
When a planning conversation surfaces a real opportunity, we can prepare a written Tax Plan — the strategy, the projected numbers, and step-by-step implementation. It's a standalone deliverable, separate from quarterly planning and strategy sessions, priced as a one-time fixed fee you approve before we begin.
Quoted up front, based on the scope of the opportunity.
Ask about a Tax Plan →Bundle and save.
Most owners want more than one piece handled. These packages combine services into a single monthly rate — simpler billing, and less than paying for each separately.
Books done right, plus your annual return.
- Monthly bookkeeping
- Annual tax preparation
- Return walkthrough
- Year-round questions
For owners actively making decisions all year.
- Everything in Essentials
- Fall tax projection
- Pass-through entity tax calculation
- Priority response
Hands-off — we run the financial back office.
- Everything in Growth
- Quarterly tax estimates
- Quarterly planning & strategy
- Quarterly financial review
- First call on every decision
iBundles are billed as one monthly rate covering everything listed, including the annual return — no separate filing invoice in tax season.
What goes into a quote.
A solo owner with one bank account and a single W-2 isn't the same as an S-Corp with payroll, equity, and three entities. Pricing tracks complexity and volume so you only pay for what your situation actually requires.
Monthly bookkeeping starts at $300/month. The exact rate is based mainly on monthly transaction volume and the number of accounts we reconcile — more activity means more work each month.
Individual returns start at $750 and business returns (S-Corp, partnership) start at $1,750. From there, the price tracks the volume and complexity of your situation — multiple states, equity compensation, and rental properties each add to the base.
Planning meetings happen twice a year — a mid-year check-in and a year-end projection — starting at $1,000 per meeting. The Tax Plan is a separate one-time written deliverable for a specific opportunity, with its own fixed fee starting at $3,000. You can buy one without the other.
No. Every service is available on its own. Bundles exist because most clients use more than one and prefer a single predictable monthly rate — but the choice is yours.
After the discovery call. We review your situation, send a written quote, and only begin once you've approved it. No work happens before you've seen the number.
Want your number?
A short discovery call is all it takes for us to send an exact, written quote for your situation.
Book a discovery call →