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
Full accounting
Starts from $1,500 monthly. Includes:
  • ​​Full accounting with monthly financial reporting
  • Business financial planning
  • Financial analytics to measure your progress
  • Business and personal tax planning
Pricing for bookkeeping only (without planning and analysis), starts from $750 monthly. ​
Tax preparation
Fixed pricing quoted in advance.​
  • Individual (Form 1040) – Starts from $2,500
  • Business (Form 1120/1120S/1065) – Starts from $3,500 
  • Trust/Estate (Form 1041) – Starts from $3,000 ​​​
For very simple tax returns, pricing will be adjusted down accordingly. ​
Special projects
Fixed pricing quoted in advance  Examples include:​
  • ​Business succession/exit planning​
  • Estate/wealth transfer planning
  • ​Historical bookkeeping cleanup
  • ​Company retirement plan consultation and implementation