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 call—✓Weekly
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