Services & pricing

Clear expectations.
Personalized support.

Your needs determine the scope. These starting points help you plan; a written quote confirms your services and fees before work begins.

Tax preparation

Individual & business

Custom quote

Based on return type, schedules, record readiness, and complexity.

  • Individual federal and state returns
  • Schedule C and rental reporting
  • S corporation returns and K-1s
Request a tax quote
Monthly bookkeeping

Ongoing organization

From $500 / month

Final pricing depends on transaction volume, manual entries, number of accounts, payroll oversight, and reporting needs.

  • Transaction categorization
  • Bank account reconciliation
  • Monthly financial reporting
Discuss bookkeeping
Advisory & projects

Help where you need it

Custom quote

Defined project scope or ongoing support tailored to your business.

  • Bookkeeping cleanup
  • Payroll oversight and coordination
  • S corporation election assistance
  • Special-purpose financial reports
Tell us about your project

Monthly bookkeeping does not automatically include tax preparation, historical cleanup, payroll processing, election work, or special-purpose reports. Your engagement agreement defines what is included. Individual and business tax returns are quoted separately unless expressly bundled.

S corporation election review

Considering an
S corporation?

If you currently report your business income on Schedule C and your business is consistently profitable, it may be worth reviewing whether an S corporation election could benefit you.

We look at your net profit after business expenses, the work you perform, reasonable owner compensation, and the additional payroll, tax preparation, and administrative costs to evaluate potential tax savings. An election does not guarantee savings.

Services and fees are quoted case by case after reviewing your business and the scope of work.

Request an S corporation review ↗
What happens next

Start with the basics.

Tell us about your business and the help you need. We will review your intake, clarify the scope, and provide the appropriate next step and fee information.

Complete client intake ↗