Pricing
Flat, predictable, written in advance.
Starting prices below. Final quotes are confirmed in writing after a 15-minute discovery call — no surprises, no hourly billing.
Individual Tax
Personal returns for W-2 employees and simple filers.
$100
Starting at
- Federal return — W-2 income
- 1 state return included
- E-file & written summary
- Secure document portal
- Email support through Oct 15
Business Tax
Entity return + owner's personal return — one engagement.
$300
Starting at
- Entity return (1120-S, 1065, or Sch C)
- Owner's personal return included
- Federal + 1 state
- E-file & written summary
- EA-reviewed before filing
Advisory & Year-Round
Ongoing bookkeeping, tax, and advisory — modular by add-on.
$100/mo
Starting at — scales with add-ons
- Monthly bookkeeping baseline
- Payroll services
- Quarterly check-in with EA
- Year-end tax filing prep
- Secure portal & document storage
- Email support year-round
Add-Ons
Common additions — priced separately
Final pricing for any combination is confirmed in writing after your discovery call.
Additional state return
Per state, added to any tier.
Self-employment (Sch C)
1099 income, mileage, home office.
Rental property (Sch E)
Per property, with depreciation.
Investment income (Sch B / D)
Interest, dividends, capital gains.
S-Corp election (Form 2553)
Filing + reasonable comp setup.
IRS notice response
CP2000, exam, collections, appeals.
Bookkeeping cleanup
Catch-up & reconciliation by month.
Payroll processing
Full-service payroll & filings.
Sales / use tax filings
Multi-state when applicable.