Every price,
on one page.
First call: $0
Fixed quote within three business days
No hourly surprises
All prices in USD
Three ways to pay,
agreed before we start.
Most clients fit one of three. You choose on the written quote, and the price does not change unless the scope does.
$450
per month, packages to $2,900
Monthly package
Books, Books and tax, or Fractional CFO. One invoice on the first of the month and no charge for questions.
Typical for
Owner-run businesses with staff and a monthly close
Best for
Anyone who wants the books and the taxes in one place
$425
per return, fixed, starting price
Per return
One price per return agreed in writing before we start, including the reply to any IRS letter about it.
Typical for
Individual, self-employed and business returns
Best for
Households and businesses that keep their own books
$225
per hour, up to $325 by seniority
Hourly advisory
For one-off questions outside a package. Time recorded in six-minute units and itemized on every invoice.
Typical for
Entity choice, buying or selling a business, a planning meeting
Best for
Questions that do not fit a package
The first call is free. You receive a fixed quote within three business days. Each additional state return is $95.
Twelve prices,
each in writing.
Each price covers the work described and one round of questions. Prices in USD, held through the 2027 filing season.
Tax Preparation
Bookkeeping
Payroll
Fractional CFO
The five questions about price that come up on nearly every first call.
What if my business outgrows the package?
Do you charge for IRS letters?
Can I switch packages?
Do you charge for the first call?
What is not included?
Get a fixed quote within three business days.