Tax Preparation & Bookkeeping Pricing

Individual Tax Preparation

Professional filing to ensure you maximize your refund and stay compliant.

• Best for individuals with W-2 income and standard deductions.

• Includes federal and state filing.

• Accuracy guarantee and year-round support for filing questions.

Price: Starting at $150

Tax Advisory & Strategy

Proactive planning to help you save money throughout the year, not just in April.

• A 60-minute deep-dive session to answer your specific tax questions.

• Identification of immediate tax-saving opportunities based on your current income.

• Ideal for those experiencing a major life or business change.

Price: Starting at $150 per hour

Small Business Tax Solutions (Single-Member LLC)

We specialize in the unique needs of freelancers, contractors, and solo entrepreneurs.

• Complete preparation of your Schedule C business filing.

• Deep dive into home office, vehicle, and equipment deductions.

• Guidance on self-employment tax and estimated payment requirements.

Price: Starting at $250

Individual Return with Itemized Deductions

• For taxpayers with mortgage interest, large charitable gifts, or significant medical expenses.

• Includes Schedule A and all necessary supplemental forms.

• Optimized to ensure you aren't leaving money on the table.

Price: Starting at $250

Self-Prepared Tax Review

• A professional "second set of eyes" for the DIY filer.

• We review your prepared return for errors or missed deductions before you submit.

• Provides the confidence of a CPA/Professional review at a lower cost.

Price: (Call for Quote)

Essential Monthly Bookkeeping

Get your time back and keep your books "audit-ready" every single day.

• Designed for solo owners with up to 50 transactions per month.

• Monthly bank and credit card reconciliations.

• Quarterly Profit & Loss statements and Balance Sheets.

Price: $300 – $500 per month

Annual Tax Strategy Retainer

• Year-round access to professional tax advice and planning.

• Includes quarterly check-in meetings and tax liability projections.

• A custom-built roadmap to minimize your tax burden as your business scales.

Price: Starting at $1,300 per year

Strategic Monthly Bookkeeping

• For growing businesses with 50–200 transactions per month.

• Monthly financial reporting and expense trend analysis.

• Dedicated support for categorization and receipt management.

Price: $600 – $1,200 per month

A Note for Your Clients

Every financial situation has its own quirks. While these "starting at" rates cover most standard filings, I provide a final, transparent quote after our initial consultation so there are never any surprises on your invoice.