Pricing
Our Pricing
Professional Tax & Bookkeeping Services
Explore pricing for tax preparation, bookkeeping, and tax planning, all provided by a CPA.
Basic Tax Return
Starts at $150
Perfect for:
W-2 income
Standard deduction
No self-employment
No rentals
Includes:
Federal return
1 state return
E-file
Accuracy guarantee
Add-ons may apply based on your tax situation.
Standard Return (Most Popular)
Starts at $250
Best for:
Itemized deductions
Child tax credits
Multiple W-2s
Simple investments (1099-INT, DIV)
Includes everything in Basic, plus:
Schedule A
Tax review + recommendations
Business Tax Returns
Starts at $350
Best for:
Self-employed clients
Freelancers
Gig workers
Single-member LLCs
Covers:
Schedule C
Side businesses
Home office
Mileage
1099-K income
Additional Business Returns:
S-Corp (1120S): Starts at $800
Partnership (1065): Starts at $900
Add-ons apply for rental properties, K-1s, crypto, or multiple businesses.
Bookkeeping Pricing
Monthly Bookkeeping
Starts at $350/month
Perfect for:
Small businesses
Service-based businesses
Contractors
Self-employed professionals
Includes:
Monthly transaction categorization
Bank & credit card reconciliations
Monthly Profit & Loss
Monthly Balance Sheet
Year-end books prepared for tax filing
Managed by a Certified Public Accountant (CPA)
Pricing Note:
Monthly pricing is customized based on transaction volume, the number of accounts, and the complexity of your business.
Bookkeeping Cleanup
Starts at $850
Best for:
Behind on bookkeeping
Catch-up bookkeeping
QuickBooks Online cleanup
Tax season preparation
Includes:
Historical transaction categorization
Bank & credit card reconciliations
Financial statement preparation
Books ready for tax filing
Pricing Note:
Cleanup pricing is based on how many months need to be completed and the complexity of your books.
Tax Planning Pricing
Tax Strategy Review
Starts at $225
Perfect for:
W-2 earners
New business owners
Anyone who wants clarity without a full plan
What's Included:
Detailed review of your situation
Written summary of recommendations
5–10 minute video walkthrough
Action steps you can implement immediately
Optional 15–20 minute call ($50 add-on)
How It Works:
Complete the intake form
Upload last year's tax return
Receive summary + video in 3–5 business days
Full Tax Plan
Starts at $750
What's Included:
Detailed income + tax projection
S-corp evaluation (if relevant)
Retirement contribution optimization
Deduction & credit analysis
Strategy savings estimate
6–10 page PDF tax plan
10–15 minute video walkthrough
Optional 20-minute review call (included)
How It Works:
Fill out intake + upload documents
I run the numbers and build your plan
Receive your PDF + video
Optional review call if needed
