Packages

All packages require an initial consult to determine your needs as a client. CPA Collaboration and Concierge Service packages require a fixed price price agreement and custom quote.

One-off tax consulting engagements start at $300 per hour and vary on pricing depending on business topic.

Basic Tax Compliance 

Personal or business tax return preparation

Tax return review

Billed annually at tax time

Digital Document storage (no fee for retrieval of documents/returns after disengagement)

Personal Returns start at $1000

Business Returns start at $2000 (S-Corps/Partnerships)

CPA Collaboration

includes Basic Tax Compliance Features plus

Assistance with IRS notices

Year-round access for "quick questions" - questions that can be answered through a phone call or email without additional work

Billed monthly for 12 months

Quote requires an initial consult

Concierge Service

includes Basic Tax Compliance & Collaboration Features plus

Mid-year& fall tax projections

Annual tax planning meeting

Payroll and bookkeeping assistance

Billed monthly for 12 months

Quote requires an initial consult