Pricing
Pricing Policy & Models
This Pricing Policy outlines the standard fee structures available to our clients. The goal is to provide transparent, fair, and flexible pricing options that meet the diverse needs of individuals and businesses.
PRICING MODELS:
SUBSCRIPTION; HOURLY; PER-PROJECT; & PER-TAX RETURN
Our pricing is reviewed annually and may be updated to reflect changes in market conditions, regulatory requirements, or service offerings. Existing clients will be notified of any changes at least 30 days in advance and during our onboarding process for new clients.
Designed for clients who require ongoing compliance and support services. Monthly subscription plans include ALL our standard Compliance & Support services, as described on our compliance services page. Additional hours beyond the subscription plan will be billed at the standard hourly rate.
BRONZE
$99/mo
W-2 Professionals
Ongoing tax planning & optimization
Enjoy up to 30% corporate discounts on travel & hotels
Work & income verification
Credentialing & licensing
Access to CE courses and reporting
Annual tax filing
Data backup & recovery
*Set-up Fee: $49
SILVER
$199/mo
1099 Practitioners
(No Employees)
Business formation + resident agent services**
S-Corp eligibility analysis
Reasonable compensation review
Automated bookkeeping
Ongoing tax planning & optimization
Quarterly tax estimates
Annual tax filing
Travel & lodging management
Work & income verification
Credentialing & licensing
Data backup & recovery
Payroll + benefits
*Set-up Fee: $99
**State Filing Fees Not Included
GOLD
$299/mo
Practices
(1 – 5 Employees)
Business formation + resident agent services**
S-Corp eligibility analysis
Reasonable compensation review
Automated bookkeeping
Ongoing tax planning & optimization
Quarterly tax estimates
Annual tax filing
Travel & lodging management
Work & income verification
Credentialing & licensing
Data backup & recovery
Payroll + benefits
*Set-up Fee: $99
**State Filing Fees Not Included
PLATINUM
$399/mo
Practices
(6 – 10 Employees)
Business formation + resident agent services**
S-Corp eligibility analysis
Reasonable compensation review
Automated bookkeeping
Ongoing tax planning & optimization
Quarterly tax estimates
Annual tax filing
Travel & lodging management
Work & income verification
Credentialing & licensing
Data backup & recovery
Payroll + benefits
*Set-up Fee: $99
**State Filing Fees Not Included
*Practices with 10+ employees, contact us for custom pricing.
Our hourly pricing is a pay-as-you-go model designed for defined consulting/advisory engagements with a clear scope of work, estimated time, and deliverables.
General Consulting/Advisory:
Specialized Accounting Advisory:
Specialized Tax Advisory:
$200/HR
$250/HR
$250/HR
(A detailed estimate, including number of hours, will be provided before project commencement).
Our per-project pricing is designed for defined projects with a clear scope of work. Pricing will be determined based on complexity, estimated time, and deliverables.
Small Projects (e.g., bookkeeping cleanup, financial review):
Medium Projects (e.g., entity advisory, reasonable compensation):
Large Projects (e.g., full-scale financial planning, business valuations):
Starting at $500
Starting at $750
Starting at $1,500
(A detailed proposal will be provided before project commencement).
We believe in clear, upfront pricing. Below are our starting rates for tax preparation services. Final fees depend on the complexity of your return.
Individual Return [Form 1040/1 State/Standard Deduction]:
Individual Return [Form 1040/1 State/Itemized Deductions]:
Individual Return [Form 1040/1 State] + Schedule C:
Starting at $250
Starting at $350
Starting at $500
Basic Individual Return + Multiple States:
Complex Individual Return + Multiple States:
$50/Additional State
Starting at $600
Partnership [Form 1065]:
S-Corporation [Form 1120-S]:
C-Corporation [Form 1120]:
Complex Multi-Entity Businesses [Form 1120]:
Starting at $750
Starting at $850
Starting at $1,250
Starting at $1,500
Bookkeeping Clean-Up:
Tax Consultation*:
Rush Filing [1-2 Business Days]:
$150/HR
$200/HR
$50-Surcharge
[*For clients on our ‘Subscription Plan’, tax consulting is included in your subscription]
Our goal is to make tax season stress-free for our clients with flexible and transparent payment terms. ALL applicable fees are disclosed at the outset, prior to signing the engagement letter.
Upfront Payments:
Clients paying upfront for their tax preparation fees, will be charged upon completion of tax return, prior to electronic filing.
Fee Deducted from Tax Refund:
Clients may choose to have their tax preparation fee deducted from their tax refund – Bank fees apply (Actual fees depend on bank product used and will be disclosed at initial engagement).
Deposit/Retainer:
For complex individual & business tax returns, a 50% deposit may be required. The balance is due upon completion of tax return, prior to e-Filing.
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