Our Transparent Fee Structure
Subscription Services, your year-round, All-In solution.
Essentials (includes Business/Personal Tax Return filings, Compliance Reporting, Quarterly Projection Modeling & Check-Ins) from $800/month
Full Service (includes Essentials plus Audit Support, Basic Bookkeeping/Review, & Quarterly Advisory Calls) from $1,500/month
Business Manager (includes Full Service plus Monthly Reconciliations, Payroll Coordination, & Monthly Advisory Calls) from $2,500/month
Fractional Controller (includes Business Manager plus Weekly Advisory, Cash Flow/Forecasting, & Process Improvements) from $4,500/month
Individual Tax Returns, indexed for complexity. Includes Electronic Filing and 1 State return.
Standard Return (W-2 income, itemized deductions, investments, dependents, etc. ): from $500
Advanced Return (Standard plus self employment OR rental property OR RSUs): from $750
Complex Return (Multiple businesses, multiple rentals, K-1s, RSUs, foreign reporting, etc.) from $950
Additional States from +$150/state, Foreign Reporting from +$450
Additional Rental Properties from +$250/property, Additional Self-Employment from +$350/business
Bookkeeping and Audit Support engaged separately.
Business Tax Returns, indexed for complexity. Includes Electronic Filing and 1 State return.
Business Standard (Partnership 1065 or Corporation 1120/1120S, straightforward income and expenses) from $1,925
Business Complex (Standard plus multiple owners, special allocations, multiple business units, inventory, etc): from $3,500
Additional States from +$350/state, Foreign Reporting from +$650
Bookkeeping and Audit Support engaged separately.
General Information
Standard CPA Billing Rates at $300 per billable hour.
Entity Formation from $750, plus state filing fees
Financial Statements/Compilation Reporting from $2,500
We do not provide review or audit engagements.
Audit Defense/Tax Resolution at standard billing rates.
Out-of-pocket expenses (postage, etc.) added to final invoice.
Retainer Due upon executed Engagement Letter, Balance Due prior to Filing.
15% discount for teachers, first responders, and military