Pricing & Plans
Transparent pricing. No surprises. You pay for complexity, not income.
Every client’s situation is different, so pricing is based on the level of work required, not how much you earn. Whether you’re just getting started or managing a growing business, you’ll always know what you’re paying for and why.
Individual Tax Returns (1040)
Your price is based on the forms we file, not how much you make.
Simple Return
$150–$250
Includes:
W-2 income
Standard deduction
Simple interest/dividends
Freelancer (Schedule C)
$400–$700
Includes:
Business income
Business expenses
Home office deduction
Multi-State Returns
+$100 per state
Includes:
Additional state return complexity fee
+$100 per state
Homeowner (Schedule A)
$250–$350
Includes:
Mortgage interest
Property taxes
Charitable deductions
Rental Owner (Schedule E)
$400–$600
Includes:
Rental income
Depreciation
Additional properties +$150 each
Investor (Schedule B/D)
$300–$450
Includes:
Dividend income
Stock sales
Cryptocurrency
Married Filing Separately
+$75
Includes:
Additional complexity fee
Business Tax Returns
Business return pricing depends on entity type and filing complexity.
Partnership (1065)
$750–$1,200
Includes:
Federal partnership return preparation
Schedule K-1s for partners
Review of income and expenses
Non-Profit (990)
$800–$1,500
Includes:
Federal Form 990 preparation
Review of revenue and expenses
Compliance-focused filing
S-Corp (1120-S)
$850–$1,500
Includes:
Federal S-Corp return preparation
Shareholder K-1s
Reasonable compensation review
Trust (1041)
$600–$1,200
Includes:
Federal trust return preparation
Income and distribution reporting
Beneficiary statements
C-Corp (1120)
$1,000–$2,000
Includes:
Federal C-Corp return preparation
Income and expense reconciliation
Basic tax planning considerations
One-Time Services
Flexible, standalone services for businesses that need targeted help—without a monthly commitment.
Business Setup & Training
$550
Includes:
New client onboarding
Chart of accounts setup
Bank integration
Receipt app setup
2-hour training session
Tax Strategy Session
$250/session
Includes:
60-minute one-on-one session
Mid-year tax planning
Guidance on major purchases
Estimated tax questions
Bookkeeping Cleanup
$300–$800
Includes:
One-time cleanup of messy books
Review and reconciliation of past transactions
Pricing based on volume and complexity
Bundled Packages - The Easy Choice!
These packages combine our most popular services into simple, cost-effective options—so you can get started faster and save.
The Launch Pad
$645
Includes:
Business setup & onboarding
Startup Plan bookkeeping
The Growth Stack
$1,195
Includes:
Business setup & onboarding
Growth Plan bookkeeping
One tax strategy session
The Done-For-You
$2,495
Includes:
Business setup & onboarding
Full Service Plan bookkeeping
Two tax strategy sessions
Frequently Asked Questions
Have questions about pricing or what’s included? Here are a few quick answers. If you’re unsure, book a discovery call and we’ll walk through your situation.