Clear scope. Predictable pricing. Fewer surprises. You get one package and one fixed recurring relationship price instead of an invoice for every routine task.
Personal return (Form 1040)
Annual tax preparation and compliance for the taxpayers, entities, returns and states identified in your engagement. For individuals and owners who don't need ongoing accounting.
Added entities, states, rentals, K-1s or schedules may raise the fee
Ongoing accounting that keeps your records accurate and current, with consistent monthly financial reporting throughout the year.
The accounting foundation
Accounting and tax under one relationship, so your books stay tax-ready and tax compliance is coordinated all year instead of rebuilt at filing time.
Annual tax work built into the monthly price
Everything in Accounting + Tax, plus a quarterly advisory cycle on performance, cash flow, forecasting, tax projections and owner decisions.
Quarterly advisory cadence
| Included | Tax Onlyfrom $750/yr personal | Accountingfrom $500/mo | Accounting + Taxfrom $1,000/mo | + Advisoryfrom $1,500/mo |
|---|---|---|---|---|
| Accounting | ||||
| Ongoing bookkeeping and categorization | — | ✓ | ✓ | ✓ |
| Bank, credit-card and loan reconciliations | — | ✓ | ✓ | ✓ |
| Month-end close and general-ledger maintenance | — | ✓ | ✓ | ✓ |
| Year-end close | — | ✓ | ✓ | ✓ |
| Monthly P&L, balance sheet, cash flow and general ledger | — | ✓ | ✓ | ✓ |
| Tax | ||||
| Identified individual and business tax returns | ✓ | — | ✓ | ✓ |
| Return preparation, review, e-file and acceptance monitoring | ✓ | — | ✓ | ✓ |
| Quarterly estimated-tax calculations, when applicable | — | — | ✓ | ✓ |
| Tax-ready year-end financials and accounting/tax coordination | — | — | ✓ | ✓ |
| Annual tax-planning meeting | — | — | ✓ | ✓ |
| Routine tax-notice support and filing communication | — | — | ✓ | ✓ |
| Advisory | ||||
| Quarterly financial-performance review | — | — | — | ✓ |
| Cash flow, budget-to-actual, forecast and year-end outlook | — | — | — | ✓ |
| CPA/EA tax projection and estimated-tax analysis | — | — | — | ✓ |
| Advisor/CFO meeting with documented action items | — | — | — | ✓ |
Monthly packages require a QuickBooks Online or Xero subscription; if you don't have one, we help you set it up. In Accounting + Tax and Accounting + Tax + Advisory, the estimated annual tax work is built into the monthly fee.
Some work sits outside a recurring package. Add any of these to a package, or use them on their own.
Catch-up bookkeeping, reconstruction, conversions and system setup that bring your records to a current, closeable condition before ongoing service begins.
Scoped on historical work, record condition, urgency and complexity. Rush work may increase the price.
Forming a new limited liability company for a new venture or a change in structure, set up with your accounting in mind from day one.
Registered agent service available for $150/year
Year-end 1099 forms for the contractors and vendors you paid during the year, prepared and filed before the January 31 deadline.
Send recipient information early in January to make the deadline
A building is made of many parts. A cost segregation study identifies the parts that wear out faster, like flooring, lighting and parking lots, so you can depreciate them sooner and lower your taxes in the early years of owning the property.
Priced on property type, cost and complexity. We recommend a consultation and analysis first.
For businesses with reliable accounting that need higher-level financial or tax advisory outside a recurring package.
Priced on the nature, frequency and complexity of the work
Payroll set up around your team and the features you need. We work with industry experts to make sure you get exactly what your business requires.
Priced on employees, features and complexity
Specialized sales-tax registration, filing, remittance and notice response, handled through an approved outside specialist rather than included in our core accounting package.
Quoted separately by the partner
Starting prices are minimums, not guaranteed quotes. Your final price is set after we understand your entities, accounting condition, tax filings, reporting needs, transaction activity and advisory needs.
We price on scope and complexity, not revenue alone. These are the factors that move the number.
More transactions mean more categorization, reconciliation, review and exception handling.
Each added account brings its own reconciliation and documentation.
Added accounting, intercompany, reporting and tax work for each entity.
Missing, duplicate or unreconciled activity takes corrective work.
Multiple systems, many employees, owner payroll and benefits.
More states, jurisdictions and nexus questions widen the scope.
Rentals, K-1s, trusts, complex investments, foreign reporting and added schedules.
Compensation, distribution, basis and reporting considerations.
Beyond quarterly: CFO support, modeling, acquisitions, lender or investor reporting.
Custom, departmental, class or location reporting and KPI dashboards.
Incomplete records and repeated follow-up add professional time.
New entities, acquisitions, states, financing or ownership changes may require repricing.
Your proposal is based on what's visible during discovery. Once we've completed real accounting and tax work, we validate that scope. If the actual work differs materially, we may recommend an adjustment going forward.
When the scope changes materially, we address it openly rather than letting work outside the engagement quietly pile up. That keeps expectations clear for both of us.
Delays postpone more than bookkeeping. They postpone advisory. A last-minute request for financial statements may slow a financing application, and year-end document dumps leave less time to evaluate tax-planning choices. Our role is to identify issues early and provide guidance; your role is to maintain timely access, respond to requests, and tell us about major decisions before they happen whenever possible. The faster the compliance work moves, the more of the relationship can focus on questions like these: