Step 01

Select Services*

Select at least one service to begin. Note that the pricing displayed here is an estimate. We'll provide a formal quote once you meet with your CPA.

Tax Preparation

The estimate does not include all elements that might impact the final price, such as multi-state filings, more than 1 owner/partner, additional K1s on the individual etc.

Tax Planning

Tax Planning is customized for each individual based on current and projected earnings and/or equity events. Strategies vary along with the fee structure to execute on strategies provided.

Bookkeeping

The estimate does not include all elements that might impact the final price, such as total number of transactions each month, multiple 3rd party integrations and reconciliations, and if the current books are "up to date".