All returns include a complimentary review of your prior two years of returns to check for missed savings.

Individual 1040 Filing — Starting at $450
Best for families and individuals seeking accuracy and optimization. Includes federal & one state filing.

Complex Individual 1040 — Starting at $850
Designed for rental property owners (Sched E), solopreneurs (Sched C), or investors with portfolios (crypto, RSUs, stock options - Schedule D).

Business Entity Returns (1120S, 1065, 1120) — Starting at $1,150
Comprehensive preparation for S-Corps, Partnerships, and C-Corps.

Clean, CPA-reviewed books delivered every month. Never stress about tax season capability again.

Essentials Plan — Starting at $350/mo
For solopreneurs and freelancers.
Bank & Credit Card Reconciliation (up to 2 accounts).
Monthly Profit & Loss Statement.
Email Support + Monthly 15 minute call to review month-end PL.

Growth Plan — Starting at $650/mo
For growing small businesses with higher volume.
Reconciliation (up to 4 accounts).
Coordination with Payroll Provider.
Email Support + Monthly 15 minute call to review month-end PL.

A complete financial department for a fraction of the cost of a full-time employee. We bundle tax, books, and advice into one flat monthly fee.

The Solopreneur (Silver) — Starting at $550/mo
Includes: Year-round Bookkeeping (Essentials Plan) + Annual S-Corp/LLC Tax Return Prep + Personal Tax Return Prep.
Bonus: Annual Tax Planning Meeting (Oct/Nov) to estimate liabilities.

The Growth Partner (Gold) — Starting at $950/mo
Includes: Year-round Bookkeeping (Growth Plan) + Silver services + Quarterly Tax Estimates Calculation + Quarterly 30-min Strategy Call.
Best for: Businesses generating $200k+ seeking proactive tax reduction strategies.

The Virtual CFO (Platinum) — Starting at $1,800/mo
Includes: Full-service bookkeeping + Monthly Strategy Meetings + KPI Review + Cash Flow Forecasting + Priority Response.
Best for: Businesses earning $500k–$5M+ needing high-level strategic oversight without hiring a full-time CFO.

Pricing dependent on current tax profile
We will review your Personal and/or Business tax profile and develop a customized tax strategy designed to help you reduce your tax bill.
Best for: Businesses or Individuals who want a one time tax savings analysis with detailed steps for reduction.

Starting at $600 for a 2 Hour Advisement Package
Thinking of starting or purchasing an existing business? We will walk you through entity setup, the right structure for your business, steps to ensure you are compliant and organized for success.
We will ensure you consider all factors before you start or purchase your business so that you are optimized for tax and financial savings from the start.
Best for: Individuals looking to start or purchase a business but don’t know where to begin.