A structured approach to ongoing support.
Every client relationship is different, but our goal is always the same: clear communication, organized financial systems, and proactive support.
Some engagements are project based, while others involve ongoing monthly support. Pricing depends on complexity, volume, filing requirements, and the level of advisory involvement needed.
The ranges below are intended to provide general guidance. Final pricing is based on the scope of work, record quality, responsiveness, and the level of ongoing support required.
Tax Preparation
PRICING INFLUENCED BY
Bookkeeping quality, transaction volume, filing complexity, and additional reporting requirements.
TAX PREPARATION POLICIES
- Cleanup may be required prior to filing
- Payment due before filing
- Rush service (within 2 weeks) may incur 25%–50% fee
COMMON ADDITIONS
- State filings $100–$300 ea.
- Rental/Business $150–$300 ea.
- Crypto/Complex Inv. $150–$400+
Individual Returns
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Simple$350–$500
W-2 income, standard deduction, and limited filing activity.
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Standard$500–$900
Returns involving investments, itemized deductions, or single state filing requirements.
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Complex$900–$1,500+
Multiple income sources, rental activity, crypto reporting, business ownership, or multi-state filings.
Business Returns
Monthly Services
Continuous financial oversight designed to scale with your organization’s operational complexity.
Monthly Service Policies
- Monthly clients receive priority support and scheduling
- Businesses with ongoing activity may be transitioned to monthly service engagements to improve reporting accuracy and year-round organization
Bookkeeping
Payroll
Advisory & Specialty
Strategic engagements designed to solve specific organizational challenges or historical errors.
ADDITIONAL POLICIES
- Pricing varies based on scope, complexity, organization, and responsiveness
- Work outside the original engagement scope will be quoted separately
- We prioritize long term client relationships built around organized systems, clear communication, and proactive support
Advisory
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One-Time Planning$500–$1,500
Tax planning, entity structure review, and strategic consultations.
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Ongoing Advisor$200–$500/month
Quarterly estimates, ongoing tax guidance, and year-round support.
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Advisory$900–$1,500+/month
Designed for businesses needing deeper planning, projections, operational insight, and proactive guidance.
Additional Services
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Cleanup and catch-up bookkeeping$500–$3,500+
Catch-up bookkeeping for multiple prior periods or correcting historical posting errors.
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Amended returns:$300–$800+
Corrections to previously filed individual or business tax returns.
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IRS and state notice support$150–$300/hour
Representation and response coordination for state or federal tax authorities.
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Sales tax services:starting at $50–$150/month
Filing and compliance starting at $50–$150/month based on nexus complexity.
Built to support long term stability and growth.
Our goal is to provide organized, practical support that helps clients stay compliant while improving visibility into their financial picture over time.
