Packages
All packages require an initial consult to determine your needs as a client. CPA Collaboration and Concierge Service packages require a fixed price price agreement and custom quote.
One-off tax consulting engagements start at $300 per hour and vary on pricing depending on business topic.
Basic Tax Compliance
Personal or business tax return preparation
Tax return review
Billed annually at tax time
Digital Document storage (no fee for retrieval of documents/returns after disengagement)
Personal Returns start at $1000
Business Returns start at $2000 (S-Corps/Partnerships)
CPA Collaboration
includes Basic Tax Compliance Features plus
Assistance with IRS notices
Year-round access for "quick questions" - questions that can be answered through a phone call or email without additional work
Billed monthly for 12 months
Quote requires an initial consult
Concierge Service
includes Basic Tax Compliance & Collaboration Features plus
Mid-year& fall tax projections
Annual tax planning meeting
Payroll and bookkeeping assistance
Billed monthly for 12 months
Quote requires an initial consult