Our Pricing Philosophy
We operate on transparent, complexity-based pricing. For all services, please inquire for price. Our fees are based on the technical depth and strategic advisory required for your unique financial situation, ensuring you invest in expertise rather than just high-volume processing. Clients seeking ongoing tax guidance throughout the year should select a planning or advisory package.
Simple Individual Filing
Ideal For
- Individuals who take the standard deduction
- W-2 income
- Limited interest and dividend income
Includes
- Federal + primary state return
- Secure e-filing
- Secure client portal access
Important - This package is limited to tax return preparation and filing only. Questions outside the scope of return may require upgrading to a planning package or a separate consultation.
Individual Essential Compliance
Ideal For
- Domestic W-2 income
- Itemized deductions
- Standard investment accounts
- Single-state residency
- Simple tax situations requiring annual filing only
Includes
- Federal + primary state return
- Secure e-filing
- Safe-harbor estimate tax payment calculations
- Secure client portal access
Important - This package does not include tax planning or ongoing advisory support. Questions outside the scope of return may require upgrading to a planning package or a separate consultation.
Rental properties are an additional $250 per property.
Individual Strategic Planning & Filing
Ideal For
- Equity compensation (RSUs, ISOs, ESPP)
- Multi-state tax filings
- Active investors
- Self-employed individuals
- Clients whose tax situation benefits from proactive planning
Includes
- Everything in Essential Compliance
- One strategic planning session during the year
- Review of withholding and estimated tax payments
- Dedicated year-end tax projection
- Email support for tax questions during the year
- Equity compensation and cash-flow analysis
Individual Comprehensive Advisory
Ideal For
- High-earners
- Business owners + W-2 income
- Complex investments or multi-entity structures
- Clients seeking ongoing strategic tax guidance
Includes
- Everything in Strategic Planning & Filing
- Quarterly tax projections and strategy reviews
- Scenario modeling for major decisions
- Year-round advisory access
- Priority response support
Pricing is complexity-based. Please inquire for price.
Business Tax Compliance
INCLUDES
- Federal + primary state return
- Shareholder/Partner K-1s
- Safe-harbor estimate tax payment calculations
- Basic tax compliance review
- Secure client portal access
Important - This package covers annual compliance only. Reconciled financial statements must be provided by the client's bookkeeper prior to preparation. Questions outside of scope may require separate engagement.
Business Proactive Planning & Filing
INCLUDES
- Everything in Business Tax Compliance
- Proactive quarterly tax projections
- Owner compensation & distribution planning
- Estimated tax and cash-flow management
- Year-end strategic tax consultation
- Year-round business tax advisory support
- Priority response support
Additional state filings
Crypto Transaction Reporting
Additional Complexity Items
Pricing is complexity-based. Available by inquiry only.
Tax-Ready Books Cleanup
Amended Return (1040X)
Foreign account reporting (FBAR)
Tax Strategy Consultation