Transparent Pricing

Flat fees. No hourly games.
Just the real number.

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.

Monthly Bookkeeping

Three tiers for clean, reliable books.

Pricing below scales with monthly transaction volume. All plans include a dedicated bookkeeper, CPA oversight, and month-close reports.

Essentials
Solo operators & side businesses
$ 395 / mo
Start Essentials
  • Up to 100 transactions / mo
  • 2 bank / credit accounts
  • Monthly reconciliation
  • P&L + Balance Sheet
  • Email support
  • Accounts receivable / payable
  • Quarterly tax projection
  • Dedicated account manager
Scale
Multi-entity & complex ops
$ 1,495 / mo
Start Scale
  • Unlimited transactions
  • Multi-entity consolidation
  • Class / department tracking
  • Cash-flow forecasting
  • Weekly check-ins
  • Dedicated account manager
  • Custom dashboards
  • Priority turnaround
Tax Returns · One-Time

Flat-fee tax preparation, priced by return type.

Every return is prepared, reviewed twice, and e-filed by a credentialed CPA or EA.

Individual

From$295

For W-2 earners, itemizers, self-employed, and expats with FBAR / FATCA requirements.

1040Schedule A/B/C/D/E1040-NRFBAR

Sole Prop / Single-Member LLC

From$495

Pass-through business returns filed alongside your personal 1040 with full Schedule C.

1040Schedule CSE8829

Partnership

From$895

Multi-partner entities with full K-1 issuance, capital account tracking, and special allocations.

1065K-1sK-2/K-3

S-Corporation

From$995

For S-Corps including reasonable-compensation analysis, basis tracking, and distributions review.

1120-SK-1s2553

C-Corporation

From$1,295

Regular corporations including consolidated returns, M-1/M-3 reconciliation, and state filings.

1120Schedule MMulti-state

Non-Profit

From$795

For 501(c)(3) organizations of all sizes — private foundations, public charities, and chapters.

990990-EZ990-PF990-T
Tax Advisory & Planning

Strategy that pays more than it costs.

Quarterly engagements for business owners who want to stop overpaying the IRS — and start using the code the way it was written.

Strategy Session

A one-time deep-dive. Ideal before a major transaction, sale, or entity change.

$750
One-time · 2-hour engagement
  • Entity & compensation review
  • Tax-saving strategies report
  • Written action plan
  • 30 days of follow-up

Quarterly Advisory

Ongoing tax-planning partnership for business owners with $250K+ in annual revenue.

$1,250
Per quarter · paid quarterly
  • 4 quarterly planning calls
  • Year-end tax projection
  • Estimated payments calc
  • Unlimited email access

Fractional CFO

Monthly financial leadership for growth-stage companies — forecasting, KPIs, board decks.

$2,950
Per month · 10-hr retainer
  • Monthly financial review
  • 13-week cash forecast
  • Board & investor reports
  • KPI dashboard
À La Carte

Add exactly what you need.

Attach any of the following to your engagement — or buy them standalone.

S-Corp Election
Form 2553 prep & filing with IRS, including late-election relief.
$250flat
LLC Formation
Articles, EIN, operating agreement — any U.S. state.
$599all-in
Sales Tax Nexus Study
State-by-state nexus analysis with registration plan.
$895one-time
Payroll Setup
Gusto, ADP, or QuickBooks Payroll — full onboarding.
$295one-time
IRS Notice Response
CP2000, CP504, audit letters — EA representation.
$495per notice
QuickBooks Clean-Up
Catch-up bookkeeping for up to 12 prior months.
$125/ mo reviewed
1099 Preparation
Vendor W-9 collection, 1099-NEC / MISC prep & e-file.
$25per 1099
Amended Return
1040-X prep for up to 3 years back.
$495per year
Side-by-Side

Compare Bookkeeping tiers in detail.

Features Essentials Growth Scale
Core Bookkeeping
Monthly transactionsUp to 100Up to 400Unlimited
Bank & CC accounts2UnlimitedUnlimited
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 time24 hrs8 hrsSame day
Monthly callWeekly
Dedicated account manager
Pricing FAQ

Questions about how we bill.

Are fees really flat?
Yes. Once we scope your engagement, you receive a written proposal with a fixed fee. If the scope changes materially during the engagement, we'll flag it and discuss before continuing — no billing surprises.
What's included in the monthly bookkeeping fee?
Everything in the tier's feature list — bank/credit reconciliation, transaction categorization, financial statements, and your chosen level of support. Year-end tax return is separate (priced flat by return type).
Do I have to sign an annual contract?
Monthly engagements are month-to-month with 30-day notice. Annual plans save you 15% but lock in the rate for 12 months. One-time engagements (returns, formations) are pay-on-completion.
Are discounts available?
Annual pre-payment saves 15% on recurring services. Bundled engagements (e.g., monthly bookkeeping + annual return + quarterly advisory) receive a 10% package discount. Non-profits receive 15% off standard pricing.
What payment methods do you accept?
ACH (preferred, no fee), credit card (3% processing fee), and wire transfer for engagements over $5,000. Annual plans are paid in full upfront; monthly plans auto-draft on the 1st.
What if my return is more complex than the starting price?
The "From" price reflects a straightforward return for that type. Complexity factors (rental properties, K-1s, multi-state, foreign accounts, crypto activity) add clearly-disclosed fees. You'll see the full quote before we begin.

Not sure which plan fits?

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