Organize your finances
Our services are designed to help you make smart business decisions, lower tax bill, and stay tax compliant.
Enjoy all the services we have to offer for simple and fair pricing
Tax preparation and filing
​(federal + up to 1 state)
Fixed pricing quoted in advance.​
  • Individual (Form 1040) – Starts from $1,500
  • Business (Form 1120/1120S/1065) – Starts from $3,000 
  • Trust/Estate (Form 1041) – Starts from $2,500 ​​​
For very simple tax returns (e.g. child's return, no activity business return, etc.), pricing will be adjusted down accordingly. ​
Full accounting + tax planning
Starts from $1,500 monthly. Services include:
  • ​​Full accounting with monthly financial reporting
  • Business financial planning
  • Financial analytics to measure your progress
  • Business and personal tax planning
  • Incidental business advisory
​For bookkeeping only service (without tax planning, financial analysis/planning, etc.), pricing starts from $750 monthly. ​
Special projects
Generally fixed pricing quoted in advance based on the scope and complexity of each project. Examples of special projects include:​
  • ​Business succession/exit planning​
  • Estate and wealth transfer planning
  • Stock compensation tax planning
  • ​Personal financial planning
  • ​Historical bookkeeping cleanup
  • ​Company retirement plan design and implementation