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Pricing

What working with us actually costs

Most CPA websites hide their prices behind a contact form. We don't. Here is what we charge, what moves the number, and a quick way to see roughly where you'd land.

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No login. No "request a quote."
The numbers are right here on the page. Read them at your own pace.
The honest part

What moves the number

Drives it up

The fee follows the work. A few things make any firm's job harder.

More entities. One LLC is simple. Three entities with money moving between them is not.
Multiple states. Every state you owe in is another return and another set of rules.
Equity comp. RSUs, options, and ESPP turn a simple return into a planning problem.
Messy or behind books. If we're cleaning up nine months before we can start, that's real time.
Volume. More bank and credit card accounts, more employees, more transactions.
Your industry. Construction needs job costing. Restaurants need prime-cost tracking. That detail takes work.

Drives it down

The cleaner your situation, the less we charge.

◆Clean, current books on a modern stack (QuickBooks Online plus Gusto).
◆One entity, one state.
◆Owner already on payroll, paperwork in order.
◆A simple W-2 return with a few investments.

Two businesses with the same revenue can pay different fees. The difference is almost always one of these.

Accounting

Where we fall

One flat monthly fee, all-inclusive: your books, your monthly statements, and your business tax return, in one number. You'll know the number before we start.

Basic

Essential

Clean books, monthly close, and financials you can actually read.

from$500/mo
Controller

Growth

Everything in Essential, plus oversight, AP, and budget-to-actual. Receivables quoted separately.

from$1,700/mo
CFO

Enterprise

Everything in Growth, plus forecasting, KPIs, and strategy.

from$1,250/wk
billed weekly

These are all-inclusive starting points. Your business tax return is built into the monthly fee, prepared and filed, with no separate bill at tax time. There is also a one-time onboarding fee to get set up, about one month of the books portion. Just need clean books? AI plus CPA review starts at $300/mo per entity, return included. Tax strategy is a separate engagement.

Standalone tax prep (no monthly accounting)

This schedule applies only if you want a return prepared without monthly accounting. Monthly accounting clients get the business return inside the all-inclusive monthly fee above. Add $300 for each extra state and $150 per local return. Past $3M in revenue, the base grows with your size.

Individual (1040)from $1,000
Schedule C (per business)+ $500
Schedule E (rentals)+ $300 / property
S-corp / Partnership (1120-S / 1065)from $2,300
C-corp (1120)from $2,800
A note on personal returns. Every 1040 is different. Rentals, stock comp, K-1s, and multiple states all move the number. Treat the figure above as a starting point. We confirm your real price once we see last year's return.

Tax strategy

The real value is the ongoing relationship. The one-time plan is where it starts.

Year-round advisory: plan kept current, your return includedannual, billed monthly
One-time plan, individual (W-2 or real-estate investor)from $6,000, rising with net income above $500K
One-time plan, business ownerfrom $12,000, rising with net income above $500K
Our guarantee. If a plan doesn't identify at least its own fee in estimated tax savings, we refund the difference.

Want a number now?

Run your situation through the estimator. A few questions, a real range, and a plain-English note on what moved it. About two minutes.

Estimate my range
Anonymized, rounded

Three real shapes

A $1.2M trades business, one state, clean books.

About $1,200 a month, everything included: the books and the S-corp return.

A $4M medical practice, behind on books, wants out of the weeds.

Controller-level at about $5,800 a month, everything included, with a one-time catch-up to get current.

A physician with rentals and RSUs.

A one-time strategy report from $6,000 to start. After that, year-round advisory that keeps the plan current and includes the return, billed monthly.

Straight answers

Questions we get

Honestly, because it's easier not to. We think hiding the number wastes your time and ours. So here it is.

If your taxes are simple, yes, and we'll tell you so. Once you have a business, rentals, equity comp, or a real tax bill, software can't plan ahead for you. That's where we earn our fee.

We stand behind the returns we prepare and we'll represent you. Good planning and clean records are also the best way to make an audit boring.

No. Accounting clients pay a flat monthly fee. Call when you need us. There's no meter.

Flat. You'll know the number before the work starts. We'd rather you call us than avoid a bill.

We look at how much work your books actually are. Volume, number of accounts, how many entities, and how clean things are. At the Controller and CFO level, the biggest driver is complexity. A few points of margin can swing your whole year, and tracking margin well, by job, location, or client, takes real work to set up and keep accurate. So the simpler your margins are to track, and the less customer-level detail you need, the lower your number runs. We tell you the flat number before we start.

Yes. For monthly accounting clients, your business tax return is included in your one monthly fee, prepared and filed, with no separate bill at tax time. If you only want a return prepared with no monthly accounting, that is a standalone tax-prep engagement, priced on its own. Tax strategy is a separate engagement.

Two things can be one-time. Every new accounting client pays a standard onboarding fee to get set up, about one month of the books portion of your fee. On top of that, if your books are behind, we quote a separate catch-up to get current. We tell you both numbers before we start.

Want a real number for your situation?

We'll look at where you are, tell you roughly what we'd charge, and you decide. No pressure, no obligation.

Book a 30-minute fit call