Pricing
PRICING
Transparent, Fair Pricing
Every client’s situation is unique. Our pricing reflects the complexity of your tax and bookkeeping needs and the level of support required. All pricing is discussed and agreed upon upfront — no surprises.
Individual tax returns:
Starting at
$
Business Tax Returns:
Starting at
$
Tax Planning & advisory services:
Quoted based on scope
Bookkeeping services:
Final monthly pricing may vary based on transaction volume, number of bank/credit card accounts, bookkeeping frequency, and reporting requirements.
Clients can choose based on their business needs and transaction volume:
- Monthly bookkeeping
- Quarterly bookkeeping
- Annual bookkeeping (year-end only)
Catch-up or cleanup bookkeeping is not included in standard monthly pricing and is quoted separately after review.
Quoted based on scope and complexity.
Ideal for business owners, self-employed individuals, and clients with multi-year planning needs.
Bookkeeping Services Include:
- Monthly reconciliations
- Accurate expense categorization
- Monthly financial reports
- Coordination with year-end tax preparation
- Ongoing bookkeeping support
Monthly starting at
$