Pricing & service options

Clear fees.
No guessing what comes next.

Start with a free consultation. We’ll discuss the work you need, explain the pricing, and confirm your scope before beginning.

Tax preparation

A clear starting point for your return.

Individual or joint return

$165

Base preparation fee. Additional forms and services may increase the total.

Discuss your return

Additional services

Quoted upfront

Additional forms, ITIN application assistance, home office work, and other needs are discussed before work begins.

Bookkeeping and payroll services are separate from return preparation.

Monthly bookkeeping & payroll

Choose the level of support you need.

Each package is custom quoted. Your monthly fee depends on account activity, payroll requirements, software, and the condition of your books.

Starter

For smaller operations

Custom monthly quote

  • Monthly transaction tracking and categorization
  • Bank and credit card reconciliations
  • Basic payable and receivable tracking
  • Payroll processing for up to 3 employees
  • Monthly profit-and-loss summary
  • Email support
Ask about Starter

Growth

For regular payroll needs

Custom monthly quote

Starter services, plus:

  • Payroll tier of up to 6 employees
  • Federal and state payroll tax filings
  • Quarterly payroll reports
  • Expanded payable and receivable tracking
  • Payroll compliance support
  • Priority email support
Ask about Growth

Premium

For broader ongoing support

Custom monthly quote

Growth services, plus:

  • Payroll tier of up to 10 employees
  • Multi-account reconciliations
  • Payroll compliance monitoring
  • Labor cost and payroll insights
  • Custom financial reports
  • Monthly review and consultation
Ask about Premium

We confirm transaction and account limits, payroll frequency, included filings, software charges, and any cleanup work in the written service scope. Additional work is quoted separately.

Not sure which option fits?

You don’t need to choose a package on your own. Tell us about your situation, and we’ll talk through the options.

Book a free consultation