Pricing & Packages
We Believe in Transparency
Most accounting firms choose to hide their pricing until after you talk to a salesperson, but providing clear pricing guidelines reflects our commitment to building trust and delivering value from the very first interaction.
We want to help you confidently choose the service level that aligns with your needs, whether you’re a business owner, a real estate investor, or both. Listing our pricing upfront helps you make informed decisions.
Business FAQ
What is included depends on what level of service you choose (see above), but all packages include tax preparation.
During the discovery and onboarding process we will help you determine whether you need any add-on services on a regular basis, and we build that into your custom service package.
Examples of this are:
- On-demand Calls
- Audit Protection
If at any point you need one-time services like switching your entity or a business valuation, we will price and scope them as a separate project.
Both the corporate and individual returns are include. If there are any additional returns that need to be completed, they would be quoted on an as needed basis.
Our service agreements include specific allotments for each service. If your needs go beyond these limits, or if significant additional work—such as preparation, research, or follow-up beyond scheduled meeting time and estimated completion—is required, additional charges may apply. We are committed to transparency and will notify you of any overages with a separate invoice detailing the extra costs.
Tax advisory means taking a holistic look at your financials and tax (business and personal) and guiding you in the best approach for optimizing your taxes. Advisory services are especially helpful for individuals with more complex investment situations.
A video recording synopsis of your tax return. Instead of scheduling a live meeting, we go through the complete tax return and explaining it via video summary that you can watch at your own convenience.
Real-Estate Tax Strategy Packages
Investing in real estate is a smart way to build wealth, but navigating the tax implications can be complex. We offer three packages so you can choose the level that fits your needs and priorities.
Preparation
Best if you want to know your taxes were prepared and filed correctly.
Starting at: $1125
Peace of Mind
Best if you want to think ahead and avoid surprises at filing time.
Starting at: $775/quarter
Everything from PREPARATION plus:
Proactive
Best if you want to strategize how to reduce your overall tax burden.
Starting at: $1275/quarter
Everything from PREPARATION and PEACE OF MIND, plus:
Real Estate FAQ
What is included depends on what level of service you choose (see above), but all packages include tax preparation.
During the discovery and onboarding process we will help you determine whether you need any add-on services on a regular basis, and we build that into your custom service package.
Examples of this are:
- Tax Return Debrief
- On-demand Calls
- Audit Protection
If at any point you need one-time services like switching your entity or a business valuation, we will price and scope them as a separate project.
Our service agreements include specific allotments for each service. If your needs go beyond these limits, or if significant additional work—such as preparation, research, or follow-up beyond scheduled meeting time and estimated completion—is required, additional charges may apply. We are committed to transparency and will notify you of any overages with a separate invoice detailing the extra costs.
Ready to get started?
Schedule a no-obligation introduction call so we can get to know you and answer any questions you have.