Annual Tax Preparation

  • Individual / Family Package - Starting at $350

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

  • Self Employed / Rental Package - Starting at $575

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

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

    For S-Corporation or partnership/multi-Member LLCs. Includes one state and one local business filing.

Some jurisdictions require local tax filings. Local returns are billed at $150 per return.
This may apply if you are subject to filings such as: Portland Business License Tax / Multnomah County Business Income Tax (MCBIT), TriMet Self-Employment Tax, Multnomah County Preschool for All (PFA) Personal Income Tax, and Metro Supportive Housing Services (SHS) Personal Income Tax.

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

    Is your established businesses in need of dedicated financial & tax support? This includes weekly bookkeeping, monthly financial reports, quarterly and year end tax filings, and monthly planning and review calls.

  • Financial Manager - Starting at $600 / month

    Is your business growing and you no longer have time to keep up with your monthly transactions? This includes weekly bookkeeping, end of year financial reports, quarterly and year end tax filings, and basic email support.

  • Tax Manager - Starting at $200 / month

    Taxes don't have to be confusing and scary! We’ll handle your quarterly and year end tax filings, a year-end tax planning call, and basic email support.

Consulting

  • $120 / hour

    Single-session for help addressing a specific tax situation, business set-up, books and records clean-up, understanding IRS or local tax notices, and more.