Comprehensive tax and financial services built for small businesses and individuals who want more than just a tax return — with upfront, flat-fee pricing.
From $500 individual / $1,000 business
Individuals, businesses, trusts & estates. A comprehensive intake questionnaire helps us identify every deduction and credit you qualify for.
From $200/month
Monthly bookkeeping for small businesses — often bundled with payroll, tax planning, and preparation.
From $350/quarter
Quarterly estimates for variable or business income. Ideal for owners, investors, and high earners without withholding.
From $100/month
Full payroll compliance, often bundled with bookkeeping for a seamless package.
$250/hour — most issues resolved in 1–2 hours
For complex questions, IRS correspondence, and major financial decisions. We gather background, perform any needed research, and typically respond in writing.
Starting prices below. Final flat-fee pricing is tailored to your exact situation and quoted upfront before any work begins.
| Service | What's included | Starting at |
|---|---|---|
| Tax Return Preparation | Individuals, businesses, trusts & estates — planning included | $500 / $1,000 |
| Bookkeeping | Reconciliations, reports, QuickBooks Online | $200/mo |
| Tax Planning | Quarterly estimates & proactive strategy | $350/qtr |
| Payroll | Runs, filings, W-2s & 1099s | $100/mo |
| Tax Advisory | Complex issues & IRS matters, billed hourly | $250/hr |
Prices are starting points and may vary with complexity and volume. You'll always receive a clear, flat-fee proposal before we begin.
Let's talk it through. The first consultation is free, and we'll recommend exactly the services that fit your situation — nothing more.