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Tax Preparation
Full-service filing solutions providing clarity and dedicated support for individuals and small business owners.
Starter
Starting at $150
• Simple W-2 returns with no dependents.
• Federal + 1 state filing.
Standard
Starting at $265
• Multiple W-2s, dependents, or itemized deductions.
Premium
Starting at $395
• Self-employed, investor, or multi-state returns.
Ready to get started? Download our Taxes To Go app to submit your documents, stay organized, and let us handle the rest.
Bookkeeping Services
Transform your financial data into clear, actionable insights for smarter business management and growth.
Starter
Starting at $250/month
• Best for freelancers or side hustlers.
• Quickbooks subscription included
• Monthly categorization + reports (up to 2 accounts / 200 transactions).
• Includes 25% off tax prep.
Standard
Starting at $455/month
• Best for small but growing businesses.
• Quickbooks subscription included
• Monthly bookkeeping + quarterly check-ins (up to 4 accounts / 400 transactions).
• Sales tax filing (1 state).
• Quarterly estimated tax payment setup.
• 1099 filings
• Includes 25% off tax prep.
Premium
Starting at $675/month
• Best for established LLCs or multi-income businesses.
• Quickbooks subscription included
• Monthly reports + quarterly financial analysis.
• Sales tax filing (up to 2 states).
• 1099 filings
• Year-end financial statements + tax-ready reports.
• Includes FREE tax preparation.
Add-On Services
Customize your plan to fit your business needs.
Important Note
All listed prices are starting rates designed to provide a transparent baseline. Your final, exact pricing for both Tax Preparation and Bookkeeping depends on the unique scope of your needs — such as the complexity of your returns, transaction volume, or number of accounts. You will always receive a clear, personalized quote in writing after your free initial consultation, before any work begins.
Ready for clarity and confidence this tax season?
Book your consultation today to get started.