You'll know exactly what you pay — and exactly what you get — before we start. Most engagements close inside the estimate. That's not a promise; it's a pattern.
Pricing below scales with monthly transaction volume. All plans include a dedicated bookkeeper, CPA oversight, and month-close reports.
Every return is prepared, reviewed twice, and e-filed by a credentialed CPA or EA.
For W-2 earners, itemizers, self-employed, and expats with FBAR / FATCA requirements.
Pass-through business returns filed alongside your personal 1040 with full Schedule C.
Multi-partner entities with full K-1 issuance, capital account tracking, and special allocations.
For S-Corps including reasonable-compensation analysis, basis tracking, and distributions review.
Regular corporations including consolidated returns, M-1/M-3 reconciliation, and state filings.
For 501(c)(3) organizations of all sizes — private foundations, public charities, and chapters.
Quarterly engagements for business owners who want to stop overpaying the IRS — and start using the code the way it was written.
A one-time deep-dive. Ideal before a major transaction, sale, or entity change.
Ongoing tax-planning partnership for business owners with $250K+ in annual revenue.
Monthly financial leadership for growth-stage companies — forecasting, KPIs, board decks.
Attach any of the following to your engagement — or buy them standalone.
| Features | Essentials | Growth | Scale |
|---|---|---|---|
| Core Bookkeeping | |||
| Monthly transactions | Up to 100 | Up to 400 | Unlimited |
| Bank & CC accounts | 2 | Unlimited | Unlimited |
| Monthly reconciliation | ✓ | ✓ | ✓ |
| P&L + Balance Sheet | ✓ | ✓ | ✓ |
| Accounts receivable / payable | — | ✓ | ✓ |
| Reporting & Insights | |||
| Cash-flow reporting | — | ✓ | ✓ |
| Cash-flow forecasting | — | — | ✓ |
| Class / department tracking | — | — | ✓ |
| Custom dashboards | — | — | ✓ |
| Tax & Advisory | |||
| Quarterly tax projection | — | ✓ | ✓ |
| Multi-entity consolidation | — | — | ✓ |
| Support | |||
| Response time | 24 hrs | 8 hrs | Same day |
| Monthly call | — | ✓ | Weekly |
| Dedicated account manager | — | — | ✓ |
Book a free 30-minute call. We'll look at your situation and give you a flat-fee proposal in writing — within 48 hours.
Get Your Custom Quote