Pricing
Our Pricing Plans
We get it—running a business is tough, and choosing the right CPA firm as a strategic partner takes careful thought. You want expertise you can trust, transparent pricing, and industry-specific solutions that truly support your goals. That’s why we keep our pricing simple and upfront, so you know exactly what you’re getting. Our goal is to provide the support and guidance you need to succeed, without adding stress or confusion. Let us be the partner who helps turn your challenges into opportunities for growth.
Tax Return Preparation & Planning for Business Entities
Basic
$1,500
Median price for this tax package
For businesses that need their tax return prepared with no additional tax questions or consulting throughout the year. Ideal for small businesses seeking accuracy, simplicity, and peace of mind.
- Business Tax Return Preparation
- S-Corps & Partnerships
- Digital Document Storage
standard
$3,000
Median price for this tax package
For businesses ready to move beyond basic tax preparation with proactive tax planning and year-end tax projections. Perfect for growth-focused businesses aiming to maximize tax-saving opportunities.
- Includes everything in basic, plus:
- Year-End Tax Planning Session
- Year-End Tax Projection
comprehensive
$6,000
Median price for this tax package
For businesses seeking multiple touchpoints throughout the year, plus ongoing tax planning & projections. Great for growing businesses looking to maximize tax savings and optimize cash flow year-round.
- Includes everything in standard, plus:
- Quarterly Tax Planning Sessions
- Quarterly Tax Projections
Tax Return Preparation & Planning for Individuals with Schedule C Businesses & Schedule E Rentals
Basic
$1,250
Median price for this tax package
For Schedule C and Schedule E filers who need their tax return prepared with no ongoing tax questions or additional advisory services throughout the year. Ideal for those seeking accurate, hassle-free tax filing.
- Individual Tax Return Preparation
- Schedule C & Schedule E
- Digital Document Storage
standard
$2,500
Median price for this tax package
For small business owners and sole proprietors who want proactive tax planning at year-end. Perfect for those looking to maximize tax saving opportunities with confidence and peace of mind.
- Includes everything in basic, plus:
- Year-End Tax Planning Session
- Year-End Tax Projection
comprehensive
$5,000
Median price for this tax package
For for growing business owners and entrepreneurs who want ongoing tax planning, proactive strategies, quarterly estimates, and projections to help boost savings, manage cash flow, and stay on track year-round.
- Includes everything in standard, plus:
- Quarterly Tax Planning Sessions
- Quarterly Tax Projections
Tax Return Preparation & Planning for Individuals
Basic
$750
Median price for this tax package
For individuals who need their tax return prepared with no ongoing tax questions or additional advisory services throughout the year. Ideal for those seeking accurate, hassle-free tax filing.
- Individual Tax Return Preparation
- Digital Document Storage
standard
$1,500
Median price for this tax package
For individuals who want proactive tax planning at year-end. Perfect for pass-through entity owners and individuals with rental income, investment income, and other income streams.
- Includes everything in basic, plus:
- Year-End Tax Planning Session
- Year-End Tax Projection
comprehensive
$3,000
Median price for this tax package
For individuals who want ongoing tax planning, proactive tax strategies, quarterly tax estimates, and projections. Perfect for those aiming to boost tax savings, manage cash flow, and stay on track all year.
- Includes everything in standard, plus:
- Quarterly Tax Planning Sessions
- Quarterly Tax Projections
Fractional CFO Services
cfo essential
$1,000/mo
Median price for this service package
Best For: Businesses seeking high-level financial alignment with minimal ongoing involvement.
- Annual Strategy Session
- Annual Forecast, Budget, & Analysis
- Basic KPI Tracking & Dashboard Setup
- Quarterly CFO Check-Ins
cfo advanced
$2,000/mo
Median price for this service package
Best For: Businesses ready to optimize client mix and improve margins.
- Includes Everything in CFO Essential, Plus:
- Bi-Annual Strategy Sessions
- Updated Forecasts, Budgets, & Analysis
- Client Profitability Analysis (Top 4 Projects)
- Industry Specific KPI Tracking
- Frequent CFO Check-Ins & Ongoing Support
cfo advisory
$3,000/mo
Median price for this service package
Best For: Businesses scaling fast and needing regular financial oversight.
- Includes Everything in CFO Advanced, Plus:
- Quarterly Strategy Sessions
- Rolling Forecasts, Budgets, & Analysis
- Client Profitability Analysis (Top 8 Projects)
- Advanced KPI Refinement & Monitoring
- Monthly CFO Check-Ins & Premier Support
Bookkeeping Services
Basic
$2,000/yr
Median price for this service package
For small businesses or sole proprietors who need their books cleaned up at year-end, with no ongoing bookkeeping support during the year. Ideal for getting your financials ready for tax season with minimal hassle.
- Year-End Cleanup
- Generate Annual Internal Financials
standard
$4,000/yr
Median price for this service package
For businesses that want a mid-year cleanup and internal financial reports to spot key insights. Perfect for those who want ongoing tools for business and tax planning, helping you stay in the know and take control of your finances.
- Includes everything in basic, plus:
- Mid-Year Cleanup
- Generate Semi-Annual Internal Financials
- Year-End Session to Discuss Financials
comprehensive
$8,000/yr
Median price for this service package
For growing businesses, that want support and precision with ongoing bookkeeping service and mid-year sessions to discuss key business insights. A great pick for those aiming to make smarter decisions.
- Includes everything in standard, plus:
- Year-Round Support for “Quick Accounting Questions”
- Full Service Bookkeeping & Quarterly Internal Financials
- Mid-Year Session to Discuss Financials & Insights
With our flexible plans, you get the expert help you need to transform challenges into opportunities. Let’s grow together!
Discover How We Can Help
Ready to take the next step? We’d love to hear from you! Whether you have questions, want to learn more about our services, or are ready to start growing your business, we’re here to help.