Clear pricing, agreed before we start.
Flat fees for straightforward returns. Scoped quotes for complex work. Monthly plans for businesses. Every engagement is prepared and reviewed by a CPA, and you know the price before anything begins.
Personal tax returns
Most personal returns land in one of three places. Complex situations are our specialty; straightforward returns get a flat fee and a fast, secure process.
Simple 1040
W-2 income, one state, standard deduction
$500 flat
- W-2 income (up to 4 W-2s)
- One state return
- Standard deduction
- Secure portal upload and e-file
- Prepared and reviewed by a CPA
Not for: self-employment or 1099 income, rentals, K-1s, stock compensation, crypto sales, foreign accounts, more than one state, or itemized deductions.
Check your fitStandard 1040
W-2s plus investment income, itemizing welcome
$750 flat
- Up to 6 W-2s
- Interest and dividend income (up to 4 forms 1099)
- Itemized deductions, dependents, and credits
- One state return
- Prepared and reviewed by a CPA
Not for: self-employment income, rentals, K-1s, stock compensation, crypto sales, foreign accounts, or more than one state.
Check your fitComplex 1040
Everything beyond the flat-fee tiers
from $1,500
Schedule C businesses, rental property, K-1s, equity compensation, multi-state filings, foreign reporting, and messy-records years. Scoped and quoted before we start.
- Tech professional: RSUs/ISO exercise, two states$1,750
- Investor: 8 K-1s, brokerage accounts, CA + two nonresident states$2,900
- Rental investor: Three rental properties across two states$2,200
Anonymized examples from recent client work. Your quote depends on your own situation.
The first conversation is free: a free 15-minute fit call to scope your situation, then a fixed quote before any work begins.
Schedule a consultationIf your documents show something outside your tier, we pause and tell you before doing further work. You can move to the correct tier with your payment fully credited, or receive a full refund.
Complex 1040 add-ons used for preliminary estimates: Additional K-1 beyond 3 $250 each · Additional state beyond 2 $300 each · Rental property $250 each · FBAR / 8938 $250 · Amended federal return $750 each.
Flat-fee returns are capped at a set number each season. When the cap is reached, new entry-tier clients join a waitlist for the following season.
Business accounting and returns
One CPA for the books, the business return, and your personal return. Monthly plans keep everything current; per-return engagements cover filing season.
Monthly bookkeeping
Up to 100 transactions a month
2 bank or card accounts included
$450/mo
- Cash-basis QuickBooks Online
- Monthly close and reconciliations
- Profit & loss and balance sheet
- Secure portal
Monthly bookkeeping
Up to 250 transactions a month
4 bank or card accounts included
$700/mo
- Everything in the smaller size
- 1099 preparation and e-file
- Quarterly check-in call
Monthly bookkeeping
Larger or accrual books
Accrual, multiple entities, or higher volume
Quoted
- Scoped after a discovery call
Books + Tax, one monthly price
Add tax preparation to any bookkeeping size for $200/mo more: $650/mo at the smaller size, $900/mo at the larger. The bundle covers the business return and your personal return.
New bookkeeping clients start with a one-time $450 setup and tune-up so the books begin clean. Extra reconciled account $50/mo. Additional 1099 $80 each. Payroll is referred to a trusted provider rather than handled in-house.
Talk through your setupPer-return engagements
- S-corp (1120-S)Basic: clean books, single statefrom $1,500
- Partnership (1065)Basic: 2–3 partners, single statefrom $1,500
- Multi-state or special allocationsAdditional states or non-standard allocations$3,500+
- Investment / real-estate partnerships & syndicationsCustom scopetypically $3,500+
Entity-return add-ons: Additional state beyond the base scope $300 each · Additional partner or shareholder beyond the base scope $50 each · Amended prior-year return $750.
Owner personal returns are priced separately (see Individuals above) or covered in the Business + Personal membership below.
Annual memberships
For clients who want planning through the year, not just a return in April.
Tax Compliance
The essentials, on one fixed annual fee
from $1,500/yr
- Complex 1040 preparation
- Quarterly estimated tax calculations
- Secure client portal
Planning + Compliance
Compliance plus real planning (most popular)
from $3,000/yr
- Everything in Tax Compliance
- Mid-year tax projection
- Two strategy sessions per year
- Equity-comp / K-1 planning
Business + Personal
One CPA for the business and the owner
from $5,400/yr ($450/mo)
- Entity return + individual return
- Payroll coordination
- Quarterly planning
IRS and state representation
- Notice response (simple, single issue)from $750
- CP2000 / AUR involving K-1s, equity comp, or multi-state$1,000–$2,500 flat
- Audit representation: initial retainer (correspondence/office)$2,500
- Field or appeals representation$5,000+, custom
- Hourly (where unavoidable)$350/hr
$1,500 minimum for complex and business tax engagements; flat-fee Simple and Standard 1040 tiers ($500 / $750) for straightforward returns; notice responses from $750. During filing season, documents received after the posted deadline may carry a rush fee. Exact dates are posted before January.
Not sure where you land?
Answer a few questions and we will point you to the right tier, or book a free 15-minute fit call and talk it through.