Transparent pricing
Plans for every stage of your financial journey
Year-round advisory, not just tax season. All plans include direct access via email, phone, and Zoom.
For individuals
Individual Compliance
From $1,000 / year
Accurate filing and year-round support for individuals.
Includes
- Individual income tax return
- Year-round access via email, phone & Zoom
Most popular
Individual Advisory
From $250 / month
Proactive planning with ongoing guidance throughout the year.
Includes
- Individual income tax return
- Annual fall tax planning & projection meeting
- Letters & notices support
- Year-round access via email, phone & Zoom
Add-ons available
IRS transcript monitoring
Audit protection
Financial advisor / attorney collaboration
For businesses
Business Compliance
From $2,000 / year
Corporate & partnership returns with year-round access.
Includes
- Corporation or partnership income tax return
- Year-round access via email, phone & Zoom
Add-ons available
Bookkeeping clean-up & catch-up
Full-service
Business Advisory
From $400 / month
Comprehensive tax and business filings with strategic guidance.
Includes
- Business income tax return
- Individual income tax return
- Annual fall planning advisory & tax projections
- Letters & notices support
- Year-round access via email, phone & Zoom
Add-ons available
IRS transcript monitoring
Additional business income tax return
Additional individual income tax return
One-time services
Non-filed Tax Returns
From $1,000
Catch up on unfiled returns with full support.
Includes
- Individual income tax returns
- IRS transcript review
- Bookkeeping clean-up & catch-up
Entity Formation
$1,000 flat
Everything needed to properly establish your business entity.
Includes
- State articles of incorporation
- IRS EIN application
- Initial report with Secretary of State
- Form 2553 S-corp election (if applicable)
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Not sure which plan fits? Schedule a free strategic review.