Transparent Pricing Designed for Growing Businesses
CPA-Guided Bookkeeping & Tax Advisory
Startup Plan
Starting at $325/month
For businesses under $100K revenue
Most Popular
Growth Plan
Starting at $650/month
For growing businesses needing financial guidance
Established Business Plan
Starting at $1,500/month
CFO & Tax Strategy
Custom Pricing
For businesses seeking advanced financial leadership
Tax Planning & Advisory
Proactive tax strategies designed to help you keep more of what you earn.
We help individuals and business owners identify legal tax-saving opportunities before year-end — not after tax season is over.
Individual Tax Planning
Starting at $500/year
Best for:
- NW-2 professionals
- NFamilies with multiple income sources
- N Real estate investors
- NIndividuals with side businesses
Includes:
- NAnnual tax planning session
- NEstimated tax review
- NWithholding analysis
- NRetirement contribution guidance
- NYear-end tax projection
Ideal For:
Clients looking to reduce surprises and improve tax efficiency throughout the year.
Business Tax Strategy
Starting at $1,500/year
Or
Monthly options starting at $149/month
Best for:
- NSelf-employed professionals
- NLLCs & S-Corporations
- NGrowing businesses
- NEntrepreneurs seeking proactive guidance
Includes:
- NQuarterly tax planning meetings
- NTax projections & estimated payments
- NBusiness deduction strategies
- NEntity structure review
- NOwner compensation planning
- NRetirement tax strategies
Ideal For:
Business owners who want strategic tax guidance beyond basic tax filing.
Advanced Tax Advisory
Custom Pricing
Best for:
- NMulti-business owners
- NHigh-income professionals
- NReal estate investors
- NEstablished businesses seeking advanced tax reduction strategies
Includes:
- NAdvanced tax reduction planning
- NMulti-entity strategy
- NCash flow & compensation planning
- NQuarterly strategy sessions
- NOngoing advisor access
- NLong-term wealth & tax planning
Ideal For:
Businesses and individuals seeking a long-term strategic financial partner.
Why Clients Work With Us
- NCPA-Led Guidance
- NCertified Tax Coach Expertise
- NProactive Year-Round Support
- NStrategic Tax Reduction Planning
- NPersonalized Financial Insight
Tax Preparation Services
Professional Tax Preparation With Transparent Pricing
Whether you are filing a simple individual return or managing multiple businesses, our goal is to provide accurate tax preparation, proactive guidance, and a smooth filing experience.
Individual Tax Returns
Basic Tax Returns
Starting at $199
Best for:
- NSingle filers
- NW-2 employees
- NStudents
- NSimple tax situations
Includes:
- NFederal tax return
- NOne state return
- NElectronic filing
- NBasic tax review
Family & Standard Tax Return
Starting at $350
Best for:
- NMarried filing jointly
- NFamilies with dependents
- NMultiple W-2s or 1099s
- NChild tax credits
Includes:
- NFederal & state return
- NDependents & tax credits
- NMultiple income sources
- NElectronic filing
Self-Employed & Small Business Return
Starting at $550
Best for:
- NFreelancers
- NIndependent contractors
- NSole proprietors
- NGig workers
Includes:
- NSchedule C preparation
- NBusiness expense review
- NTax deduction guidance
- NFederal & state filing
Investor & Rental Property Returns
Starting at $750
Best for:
- NRental property owners
- NInvestors
- NClients with multiple income streams
Includes:
- NSchedule E reporting
- NInvestment income reporting
- NMulti-income tax review
- NFederal & state filing
Business Tax Returns LLC & Partnership Returns
Starting at $750
Includes:
- NForm 1065 preparation
- NK-1 preparation
- NFederal filing
- NBasic tax review
S-Corporation Tax Returns
Starting at $950
Includes:
- NForm 1120-S preparation
- NShareholder K-1s
- NFederal filing
- NTax compliance review
Corporate Tax Returns
Starting at $1,250
Includes:
- NForm 1120 preparation
- NCorporate tax filing
- NCompliance review
- NElectronic filing
Nonprofit Tax ReturnsNonprofit Filings
Starting at $400
Includes:
- N990-N or 990-EZ filing
- NAnnual compliance support
- NFiling review
Full Form 990 pricing available upon consultation.
Additional Services
Why Clients Choose Us
- NCPA-Led Tax Preparation
- NCertified Tax Coach Expertise
- NTransparent Pricing
- NYear-Round Support
- NAccurate & Secure Filing
- NTax-Saving Guidance Beyond Filing Season
Nonprofit Accounting & Compliance Services
Affordable Financial Support for Mission-Driven Organizations
We understand that many nonprofits operate with limited budgets while still needing accurate financial reporting and compliance support. Our nonprofit packages are designed to provide professional CPA-guided services with flexible options for organizations at different stages of growth.
Community Impact Package
Starting at $125/month
Best for:
- NSmall nonprofits
- NVolunteer-run organizations
- NCommunity groups
- NChurches & ministries
- NOrganizations under $75K annual revenue
Includes:
- NMonthly bookkeeping
- NBank reconciliations
- NQuarterly financial reports
- NYear-end tax-ready books
- NEmail support
Ideal For:
Organizations seeking affordable ongoing bookkeeping and compliance support.
Nonprofit Growth Package
Starting at $325/month
Best for:
- NGrowing nonprofits
- NOrganizations with grant activity
- NTeams requiring regular reporting
Includes:
- NMonthly bookkeeping
- NMonthly financial statements
- NBudget tracking
- NQuarterly review meetings
- NDonation & expense tracking
- NBasic compliance guidance
Ideal For:
Organizations needing more structured financial oversight and reporting.
Nonprofit Compliance Package
Starting at $400/year
Best for:
- NSmall nonprofits requiring annual filing only
- NAlready have organized books (not source documents or receipts)
Includes:
- N990-N or 990-EZ preparation
- NAnnual filing support
- NBasic compliance review
Full Nonprofit Tax & Reporting Services
Custom Pricing
Best for:
- NLarger nonprofits
- NOrganizations with grants
- NMulti-program operations
- NFull Form 990 filings
Services Available:
- NFull Form 990 preparation
- NFinancial reporting
- NGrant reporting support
- NBudget planning
- NInternal control guidance
- NBoard financial reporting
OPTIONAL ADD-ON SERVICES
WHY NONPROFITS CHOOSE US
- NCPA-Led Financial Support
- NTransparent & Affordable Pricing
- NNonprofit Compliance Experience
- NPersonalized Service
- NMission-Focused Approach
- NYear-Round Financial Guidance