Pricing

Ways to work with us

Every engagement is customized to what you actually need. We'll share clear, upfront pricing at your consultation — no surprises, no hidden fees.

For individuals & families

Individual Tax

Stress-free tax season with personal attention.

Custom

Tailored to your needs

  • Personal & self-employed return preparation
  • Deduction & credit review
  • Accurate, on-time filing
  • A real person who answers your questions

Online payments coming soon — book a consultation to get started.

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Most popular

For business owners

Business Essentials

Clean books and business taxes, handled.

Custom

Tailored to your needs

  • Monthly bookkeeping in QuickBooks Online
  • Business tax preparation
  • QuickBooks setup & clean-up
  • Reports you can actually understand

Online payments coming soon — book a consultation to get started.

Book a consultation

For growing businesses

Growth Partner

Strategic financial leadership as you scale.

Custom

Tailored to your needs

  • Everything in Business Essentials
  • Strategic advisory & KPIs
  • Proactive, year-round tax planning
  • Virtual CFO guidance

Online payments coming soon — book a consultation to get started.

Book a consultation

Consultations

Consultations are $175 each.

Sit down with us to map out your next move. Each consultation is a focused, one-on-one session — book the one that fits where you are.

  • Accounting Consultation$175
  • Business Consultation$175
  • Tax Consultation$175

Looking to build your own tax practice? Explore the Tax Mentorship Program.