Honest pricing, in plain sight.
No mystery quotes or bait pricing. Here's what our services typically cost โ your exact price depends on your situation, and we'll always confirm before any work begins.
Recurring plans
Flat monthly pricing. No long-term contract โ cancel anytime.
- Monthly reconciliation
- Up to 2 accounts
- Monthly P&L
- Quarterly review
- Year-end package
- Everything in Starter
- Up to 5 accounts
- A/R + A/P tracking
- Monthly review call
- Priority email
Most popular
- Everything in Growth
- Business tax prep
- Payroll coordination
- Planning touch-points
- Priority support
Starting-at ranges
Most returns land near these figures. We confirm your exact price before starting.
| Service | What's involved | Starting at |
|---|---|---|
| Personal return (1040) | W-2s, common credits, state return | from$300 |
| Personal โ itemized / rental | Schedule A, Schedule E, multiple states | from$500 |
| Self-employed (Schedule C) | Sole proprietor with business income | from$550 |
| S-Corp return (1120-S) | Officer comp, K-1s, federal + state | from$900 |
| Partnership / LLC (1065) | Multi-member, partner K-1s | from$900 |
Tax-prep ranges assume reasonably organized records. Catch-up bookkeeping, amended returns, or multi-state complexity may adjust the price โ always quoted up front.
Consultations
Where the work is investigative or ongoing, here's how we price it.
Resolution consultation
A focused session to review your notice or situation and map realistic options. Credited toward engagement if you move forward with us.
Planning engagement
Ongoing tax planning is scoped to your year โ typically a flat annual or quarterly fee. We'll propose it after the free consultation.
Initial consultations for bookkeeping and tax prep are free. The resolution consultation is paid because it includes a working review of your specific notices.
Advisory retainers
The premium tier โ financial leadership for established businesses that have outgrown clean books. Monthly, month-to-month.
- Monthly financial review
- Rolling cash flow forecast
- Core KPI dashboard
- Budget vs. actual
Placeholder pricing
- Everything in Essentials
- Profitability by segment
- Scenario & decision modeling
- Quarterly planning
Most popular ยท placeholder
- Everything in Growth
- Board / lender reporting
- Financing & expansion support
- Books + tax coordinated
Custom scope ยท placeholder
Fractional CFO retainers are placeholder pricing pending scope. Monthly and month-to-month โ your exact retainer depends on complexity and cadence, confirmed before any work begins. See what's included โ
Get a clear quote โ usually same day
Tell us what you need and we'll send transparent pricing for your situation. The first consultation is free.