Transparent Pricing

Simple, Flat-Rate Plans

Flexible starting points based on your books, entity structure, filing needs, and advisory support.

Our Plans

Find the Right Fit for Your Business

All plans include year-round support. We will help you choose the right option during a consultation.

Starter

For individuals, freelancers & solopreneurs

Starting at$300/mo

Monthly bookkeeping (up to 100 transactions)
Personal tax return (Form 1040)
Basic tax planning session (annual)
Email support
QuickBooks Online management

Get Started

Most Popular

Growth

For growing businesses & teams

Starting at$500/mo

Monthly bookkeeping (up to 200 transactions)
Business tax return (LLC, S-Corp, Partnership, or Corporation)
Personal tax return (Form 1040)
Quarterly tax planning & estimated payments
Priority email & phone support
QuickBooks Online management

Get Started

Premium

For complex or high-volume businesses

Starting at$1,000/mo

Monthly bookkeeping (unlimited transactions)
Business & personal tax returns
Corporate, partnership, or multi-entity support as needed
Year-round proactive tax strategy
Monthly financial review & advisory call
Budgeting & cash flow planning
Priority email & phone support
QuickBooks Online management

Get Started

À La Carte

Add-On Services

Catch-Up BookkeepingCustom quote

Sales Tax FilingsFrom $50/mo

1099 Preparation$10 / form

Entity Formation$300 one-time

Amended Tax ReturnFrom $150

IRS Notice ResponseCustom quote

Unsure Which Plan Fits?

Let's chat. We'll help you figure out exactly what you need — no pressure.

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