Transparent base pricing

Straightforward starting fees for tax preparation, planning, and ongoing financial advisory. No hidden charges, no surprises.

All fees listed are base/starting prices. Final flat fees depend on scope, complexity, and the condition of your records, and a personalized proposal is always provided before work begins.

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Tax Services

Tax Preparation & Planning

A tax return should come with a conversation.

Thoughtful tax preparation with proactive guidance to help you understand your tax obligations and plan ahead. Coordinated support for business owners and their bookkeepers.

PERSONAL TAX SERVICES

Tax preparation with proactive guidance.

For individuals and business owners filing a personal income tax return.

Starting At

Individual return$1,000

Married filing jointly$1,200

Includes:

Federal income tax return preparation and electronic filing
Quarterly estimated tax calculations, when applicable
Guidance on tax considerations identified during preparation

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BUSINESS TAX SERVICES

Tax support for your business.

For partnerships, LLCs taxed as partnerships, and S corporations.

Starting At

Partnership / Form 1065$1,800

S corp / Form 1120-S$1,800

Includes:

Scope tailored to your business activity.
Owner personal returns priced separately.

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Common Additions to Personal Returns

Added to the applicable personal return starting fee.

Business activity / Schedule C

Starting at $500

Rental property / Schedule E

Starting at $300 per property

Partnership, S corp, or trust K-1

Starting at $200 per K-1

Additional state return

Starting at $200 per state

Investments / 3–5 brokerage accounts

Starting at $300

Investments / 6+ brokerage accounts

Starting at $500

Investment reporting for 1–2 brokerage accounts is included in the personal return starting fee. Basis reconciliation and other complex investment activity are quoted separately.

Advisory Services

Financial Strategy & Advisory

Financial reporting should tell you what to do next.

Monthly insight, clear recommendations, and defined action items so you can make decisions before the numbers become problems.

FINANCIAL CLARITY

Understand the numbers.

Best for:

Owners with reliable accounting records who need help understanding performance and knowing what deserves attention.

Starting at

$1,500/ month

Monthly financial performance and action report
Annual budget development
Customized KPI scorecard
Quarterly strategy/review meeting
Profitability and margin analysis
Quarterly performance trend review

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STRATEGIC ADVISORY

Use the numbers.

Best for:

Growing businesses that need ongoing visibility into profitability, cash flow, margins, and financial performance.

Starting at

$2,500/ month

Everything in Financial Clarity, plus:
Monthly budget-to-actual analysis
Rolling cash-flow forecast
Quarterly forecast updates
Capital and financing strategy meetings

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FRACTIONAL CFO

Lead with the numbers.

Best for:

Established or more complex businesses that need CFO leadership without hiring a full-time CFO.

Starting at

$3,500/ month

Everything in Strategic Advisory, plus:
Monthly strategy sessions
Strategic decision modeling for major investments, hiring, and growth
Internal accounting team oversight and development
Priority access between meetings
Long-term financial planning

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All advisory engagements are customized to your business's specific reporting requirements and cadence. A tailored scope and proposal are established before beginning.

Every relationship starts with a conversation

Schedule a free 30-minute intro call to discuss your situation, confirm scope, and receive a personalized proposal.

Schedule a 30-Minute Introduction