Simple, Transparent Pricing
No hidden fees. Pay for what you need.
Monthly Services
Ongoing recurring services for consistent financial management
Bookkeeping
For businesses with ongoing transaction needs
per month
Custom Services
Project-based services with customized pricing
| Service | Pricing |
|---|---|
| Tax Preparation (Individual) | Contact for Quote |
| Tax Preparation (Business) | Contact for Quote |
| Tax Strategy Planning | Contact for Quote |
| Consultation (hourly) | $150 - $250/hour |
| IRS Representation | Contact for Quote |
Note: Custom services are quoted based on complexity and scope. We'll provide a detailed estimate after discussing your specific needs during a consultation.
What's Included With Every Package
Expert Guidance
Direct access to our Certified Tax Advisor for questions and guidance
Proactive Planning
Year-round tax planning to identify opportunities and minimize liability
Timely Delivery
Meet all deadlines and ensure compliance with all regulatory requirements
Professional Reports
Clear, accurate, and professional financial documentation
Secure Communication
Encrypted and secure client portal for document sharing
Peace of Mind
20+ years of expertise handling your most important financial matters
Pricing Questions
Do you offer discounts for bundled services?
Yes! We offer package discounts when combining multiple services. Contact us for a custom quote.
Can I upgrade or downgrade my service level?
Absolutely. Your needs may change, and we can adjust your service level month-to-month.
Are there any setup fees?
No hidden fees. Some services have a one-time setup fee which we'll clearly communicate upfront.
What payment methods do you accept?
We accept bank transfers, ACH, credit cards, and checks. We'll work out the best payment method with you.
Do you offer a money-back guarantee?
We're confident in our work. If you're not satisfied, we'll work with you to make it right.