Annual Tax Preparation

  • Individual / Family Package - Starting at $450

    For individuals and families without self-employment or rental income. Includes one state return.

  • Self Employed / Rental Package - Starting at $850

    For individuals or families with self-employment or rental income, including most freelancers and single-owner small businesses. Includes one state return.

  • S-Corporation & Partnership Package - Starting at $1,200

    For S corporations or partnerships/multi-member LLCs. Includes one federal business return and one state business return.

Some jurisdictions require city or local tax filings. These returns are billed at an additional $100 per return.

If you have out-of-state income, you may be required to file an additional state return. Additional state returns range from $175–$300 depending on the state.

These are general guidelines. Pricing may vary depending on the complexity of the return and the forms required. You can schedule a free consultation to discuss your specific tax situation here.

Comprehensive Accounting & Tax Support

  • Fractional CFO - Starting at $1,200 / month

    Includes bookkeeping, monthly financial reports, quarterly estimated tax calculations, annual tax preparation, email support, and monthly planning calls.

  • Financial Manager - Starting at $600 / month

    Includes bookkeeping, year-end financial reports, quarterly estimated tax calculations, annual tax preparation, and basic email support.

  • Tax Manager - Starting at $200 / month

    We’ll help you stay on top of your quarterly estimated tax payments, handle your annual tax return, provide a year-end tax planning call, and offer basic email support.

Consulting

  • $160 / hour

    Single-session support for specific tax situations, business set-up, books and records clean-up, understanding IRS or local tax notices, and more. Our consulting rate is $160 per hour, billed in 15-minute increments.