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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 $205
• Multiple W-2s, dependents, or itemized deductions.
Premium
Starting at $275
• Self-employed, investor, or multi-state returns.
Not sure which fits you? Book a free consultation to find your tier.
Bookkeeping Services
Transform your financial data into clear, actionable insights for smarter business management and growth.
Starter
Starting at $200/month
• Best for freelancers or side hustlers.
• Monthly categorization + reports (up to 2 accounts / 200 transactions).
• Includes 25% off tax prep.
Standard
Starting at $275/month
• Best for small but growing businesses.
• Monthly bookkeeping + quarterly check-ins (up to 4 accounts / 400 transactions).
• Sales tax filing (1 state).
• Quarterly estimated tax payment setup.
• 1099 filings for up to 10 contractors or employees.
• Additional 1099 filings billed separately.
• Includes 25% off tax prep.
Premium
Starting at $425/month
• Best for established LLCs or multi-income businesses.
• Monthly reports + quarterly financial analysis.
• Sales tax filing (up to 2 states).
• Quarterly estimated tax payment assistance.
• 1099 filings for up to 30 contractors or employees.
• Year-end financial statements + tax-ready reports.
• Additional 1099 filings billed separately.
• 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.
