Tax filing is priced below. Monthly bookkeeping and advisory are flat monthly fees, quoted after a short call so the plan fits your business.
Simple returns, such as a 1040 with wages only, start at $125. Each additional form or schedule, such as rental, investment or self-employment income, or an extra state return, adds to the price. You get a firm quote after we see your documents.
Every business is different, so we talk first. Price depends on entity type, number of owners, condition of your books and number of states.
Every return we file comes with Protection Plus at no extra charge. It gives you help resolving IRS and state notices, identity theft restoration, and a guarantee covering preparer errors. For individual returns it also includes audit assistance. You get a real person who knows your return, and a team behind us if something goes wrong. Coverage is subject to the program's terms and conditions.
Monthly bookkeeping, reconciliation, close and reports, plus a quarterly call.
Everything in Foundation, plus two advisory meetings a month and email support.
Everything in Advisory, plus tax planning and preparation, a weekly call and unlimited email.
Your fee is set after a short fit call, based on transaction volume, number of entities and the condition of your books. You will always know the cost before we start, and nothing is added without your written yes.
Monthly plans begin with a one-time onboarding fee, quoted with your plan and due when you sign the agreement. Finish your onboarding checklist within 30 days and half of the fee is credited back. Individual tax clients pay no onboarding fee. You pay your invoice when your return is ready, before we file.
We also serve plant medicine and agriculture businesses. Specialty industries are our Full Stack service, with dedicated 280E and farm and ranch accounting built in. These engagements are quoted after a discovery call.