Fee Schedule · Effective August 2026
Published rates, quoted before we begin.
Every figure below is a starting point, not a teaser. Your exact quote is set on the consultation call, in writing, before any work starts.
Ongoing engagements
Billed monthlyEssentials
Rentals, side income, and smaller businesses that need clean books.
$350 / month
- Monthly reconciliation and close
- Profit & loss and balance sheet
- Year-end books ready for filing
- Email support between closes
- Audit protection included
- Up to 125 transactions, 2 accounts
Partner
Books and returns handled together, so April holds no surprises.
$750 / month
- Everything in Essentials
- Business return — 1065, 1120-S, or 1120
- Owner’s personal 1040 included
- Quarterly estimates calculated and filed
- 1099 preparation and filing
- IRS and state notice review
- Up to 350 transactions, 4 accounts
Full Service
Payroll, volume, and decisions that warrant a second opinion.
$1,250 / month
- Everything in Partner
- Payroll coordination and reporting
- State annual report and entity compliance
- Quarterly planning call
- Annual reasonable compensation review
- Higher transaction volume
Month to month, cancelable any time before renewal. Volume beyond a plan’s stated limits is quoted before you commit.
Tax return preparation
Per returnW-2 income, standard deduction, one state.
Itemized deductions, multi-state, investments, one rental property. Audit protection included.
One business, with Section 199A qualified business income treatment. Audit protection included.
Base includes two K-1s and one state. Audit protection included.
Includes reasonable compensation review. Base includes two K-1s and one state. Audit protection included.
Includes book-to-tax reconciliation. Audit protection included.
Correcting a return already filed, whether or not we prepared it.
Entity returns are quoted base plus add-ons, so you can see exactly what drives your number: each K-1 beyond two adds $150, each additional state adds $250, and books arriving unreconciled add $400 or move to a cleanup quote.
Formation & project work
Flat feeState filing, EIN, and first-year compliance calendar. Governing documents prepared by a licensed attorney where required. State fees separate.
S-Corp or C-Corp. State filing, EIN, Form 2553 election, reasonable compensation analysis, and payroll setup guidance. Bylaws and stock documents prepared by a licensed attorney. State fees separate.
Sole proprietorship against LLC against S-corp, modeled on your actual numbers. A tax analysis, not legal advice. Credited toward formation if you proceed.
Quoted after a read-only review of your file. Roughly $250 per month of backlog.
State annual report, registered agent coordination, minutes, and entity health check. Included in Full Service.
We read the notice, explain what it means, and prepare your response or amended return. Matters requiring representation are referred to an enrolled agent or attorney.
What moves a price. Additional states, rental properties, K-1s received, crypto activity, and books that arrive unreconciled. You hear about it on the consultation call, before any work begins. Documents received within fifteen days of a deadline add $95. Expedited turnaround adds $150.
Military and first-responder families receive 10% off their return.
Audit protection is included with every Advanced return and above, and with all monthly engagements. It is provided by Audit Maintenance Pro, whose enrolled agents handle correspondence with the IRS on your behalf for three years from filing, covering all major forms. It assists with the audit process; it does not pay any additional tax, penalty, or interest that may be assessed.
Not sure which one fits?
We scope the work and quote the price on the call. You decide before anything starts.