Pricing

Transparent pricing. No surprises.

Every engagement is scoped to your actual situation. The ranges below give you a starting point — schedule a consultation and we'll give you a precise number.

Choose Your Services

Tax advisory is included with every engagement.

Monthly or One-Time Annual

Tax Preparation

Best for businesses that need accurate filing, compliance, and year-round planning.

Starting at $200/mo

$2,400/yr at full price

Filing, compliance, and planning — with representation when it matters.

  • Federal and state business returns
  • Individual returns (all complexity levels)
  • Multi-state filing
  • K-1 preparation and distribution
  • Extension filing when needed
  • Sales Tax Compliance — nexus analysis, registration & ongoing filing
  • IRS Representation — from $100/hr (separate fee)
Tax Advisory
  • Year-round tax planning between filings
  • Quarterly estimated tax projections
  • Major transaction and exit planning

Complete Solution

Full Service

Best for businesses that want bookkeeping, taxes, and advisory fully handled.

Starting at $500/mo

$6,000/yr at full price

Bookkeeping, tax preparation, and advisory — fully integrated.

  • Everything in Bookkeeping
  • Everything in Tax Preparation
  • Dedicated advisor, single point of contact
  • Entity structure and compensation strategy
  • Retirement plan optimization
  • Priority response and year-round planning
Tax Advisory
  • Ongoing strategic tax advisory
  • Cash flow planning and forecasting
  • Year-round advisor access

Monthly Retainer

Bookkeeping

Best for businesses that want clean, current books every month.

Starting at $300/mo

$3,600/yr at full price

Monthly close, financial reporting, payroll, and catch-up — all handled.

  • Monthly reconciliation of all accounts
  • Profit & Loss and Balance Sheet
  • Accounts payable & receivable tracking
  • Real-time financial dashboard
  • Year-end books ready for tax filing
  • Payroll — full-service setup, processing, W-2s & 1099s
  • Catch-up bookkeeping — scoped and priced separately
Tax Advisory
  • Quarterly review with your advisor
  • Cash flow planning and forecasting
  • Year-round advisor access

Good to Know

A few things worth knowing before we talk.

Why is advisory included in every plan?

Because we handle the routine efficiently, our team has the bandwidth to focus on what actually moves the needle for you: strategy, planning, and decisions. Advisory isn't an add-on; it's the point.

Do you work with businesses in any industry?

We specialize in manufacturing, construction, transportation, architecture & engineering, real estate, and international clients — but we work with businesses across many sectors.

Are your fees fixed or hourly?

All plans are priced as a monthly retainer based on the complexity of your situation. IRS Representation is billed as a separate fee starting at $100/hr. Final pricing is confirmed during your consultation.

What if my books are a mess?

We've seen worse. Catch-up bookkeeping is available and scoped honestly based on how far back we need to go. We'll give you a clear number during your consultation.

Let's talk about your situation.

A 30-minute consultation costs nothing and gives you a clear picture of what working together looks like.