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Pricing

Straightforward pricing, confirmed before we start.

You'll never get a surprise invoice from us. We scope your work, confirm a clear price after a free consultation, and only then begin. Below is where pricing starts — your exact quote depends on your situation.

How it works

How we price.

Scoped to you.

Your price reflects your actual needs — not a padded package you won't use.

Confirmed up front.

After a free consultation, you get a clear quote. You approve it before any work begins.

No hidden fees.

Government filing fees and third-party costs are always shown separately, never buried in our price.

No lock-in games.

We earn your business monthly, not with fine print.

Where pricing starts.

Bookkeeping & CFO

Starting at $150/month

Monthly bookkeeping, account reconciliation, monthly financial statements, year-end tax-ready books. Add CFO guidance (reviews, cash flow, forecasting) when you're ready.

Book Consultation

Tax Preparation

Starting at $80

Priced by return type: 1040 (W-2) from $80, 1040 with Schedule C from $150, 1065 partnerships from $150, 1120/1120-S from $250. Prepared and reviewed by a CPA.

Book Consultation

Business Formation

Starting at $100 + state filing fees

LLC formation filing, EIN registration, tax setup guidance, and a clean handoff into bookkeeping and tax.

Book Consultation

ITIN Services

Starting at $100

Form W-7 preparation, identity-document verification as a Certifying Acceptance Agent (no passport mailing for eligible applicants), and submission with your return or qualifying exception. Renewals and family applications available.

Book Consultation

Tax returns are priced by form — see the full breakdown on the Tax Preparation page. Not sure which form applies to you? Book a free consultation and we will tell you exactly what you need and what it will cost before any work begins.

Not sure which you need? Book a free consultation and we’ll price it clearly.

Book Consultation

Always included

In every engagement.

  • Work performed or reviewed by a licensed CPA
  • A secure, encrypted portal for sharing documents
  • Plain-language explanations of what we did and why
  • A clear scope and price agreed before we begin

Not included

Costs that aren't ours to set.

  • Government filing fees (for example, state LLC fees) — set by the agency and shown separately
  • Third-party software or service costs, where they apply

We tell you about these up front so the full picture is clear before you commit.

Pricing questions, answered.

Because your situation is specific. A freelancer’s books and a growing startup’s books aren’t the same work. We scope it, then give you a firm quote — no bait-and-switch.

Yes. The consultation is free and carries no obligation. You only pay once you approve a scope and price.

No long-term lock-in. Ongoing services like bookkeeping run month to month.

No. State fees are set by the state and always billed separately, so you see exactly what's ours and what's the state's.

Get a clear price.

What happens next

  1. 1

    Book a free consultation.

  2. 2

    We scope your work and give you a clear quote.

  3. 3

    You approve it before anything begins — no surprises.

Book Consultation