Pricing
Considered scopes, quoted up front.
The figures below are starting points, refined to your situation after a short call. Nothing is billed by the minute.
Personal
$290per return
For individuals who want their return prepared with a long view.
- —Federal and state return
- —Prior-year review
- —Estimate guidance
- —Year-round support
Business
Most chosen$650per month
For owner-operated businesses that want the whole picture handled.
- —Monthly bookkeeping
- —Business and personal tax
- —Payroll processing
- —Quarterly planning call
- —Priority response
Advisory
Customtailored scope
For growing teams that want a CFO present for the big decisions.
- —Everything in Business
- —Forecasting and modeling
- —Pricing strategy
- —Board-ready reporting
- —Dedicated advisor