Personalized Financial Planning
Financial planning shaped around your goals, your tax picture, and where you are in life. Engagements are fixed-fee or hourly depending on what you need, whether that's comprehensive planning, project-based support, or targeted guidance for a specific question
-
A structured, holistic engagement to help individuals reach their financial goals.
May include:
Budgeting, debt management, and cash flow planning
Maximizing employer benefits
Planning for milestones such as retirement, education, or purchasing a home
Navigating life transitions such as career changes, business sales, divorce, or loss of a loved one
Decisions are guided by long-term goals and tax awareness.
Beginning at $3,000 for the initial engagement, with pricing increasing based on complexity and scope.
-
An engagement that integrates personal and business planning to reduce taxes, streamline operations, and support long-term growth.
Well-suited for:
Aligning household finances with business income and cash flow
Entity planning, compensation strategy, and tax optimization
Systems and workflow that support sustainable business operations
Coordinating business decisions with personal and family goals
Beginning at $4,000 for the initial engagement, with pricing increasing based on complexity.
-
For engagements that don't fit a standard package, whether a targeted question or a complex, highly specialized project. Pricing is based on hourly rate and a project estimate depending on scope.
$250 per hour
Examples include:
Specific tax or financial planning questions
Projections and scenario analysis
Custom tax or planning engagements outside standard packages
Hourly engagements begin with a brief discovery call to confirm scope and fit.
Tax Preparation
Tax preparation and filing for individuals, small businesses, and nonprofits with forward-looking planning built into every engagement.
-
Tax return preparation and filing for individuals, businesses, and nonprofits. All completed returns include forward-looking recommendations for the year ahead.
Individual Returns
W-2 and simple income, standard deduction, and one resident state — beginning at $400
Itemized deductions, multiple income source — beginning at $600
Schedule C or Schedule E, multiple states, part-year/nonresident — beginning at $1,000
High complexity returns with installment sales, multiple rentals, grouping elections, more than two states — beginning at $2,000
Business and Nonprofit Returns
Form 1065, 1120S — beginning at $1,500
Form 990EZ, 990N —beginning at $500
Form 990, 990PF, 990T, or other — beginning at $1,500
Pricing increases with complexity and additional schedules.
-
For clients who want to go beyond the return, working through estimated payments, implementing tax strategies, or addressing complex planning questions that come up during or after filing. Planning hours are billed at $250/ hour and scoped during a discovery call.