Tax Preparation

Tax preparation and filing for individuals, small businesses, and nonprofits.

Start with a discovery call

  • 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 or 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.

Hourly Engagements

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.

Start with a discovery call

  • $250 per hour

    Examples include:

    • Analyzing tax scenarios across multiple years

    • Specific tax or financial planning questions

    Hourly engagements begin with a brief discovery call to confirm scope and fit.

Financial Planning

Financial planning engagements that are shaped around your goals, your tax picture, and where you are in life.

Start with a discovery call

  • A structured, fixed-fee engagement to help individuals reach their financial goals.

    May include:

    • Budgeting, debt management, and cash flow planning

    • Maximizing employer benefits

    • Planning for milestones such purchasing a home, saving enough for retirement or education

    • 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.

    May include:

    • 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.