Pricing
Simple, transparent pricing.
Flat monthly bookkeeping packages, a clear per-form tax-prep fee schedule, and an NDA + service contract with every client. No surprises.
Monthly bookkeeping
Flat-fee packages, software included.
Flat monthly fee, software included. Your package scales with transaction and deal volume — no surprise add-ons.
Starter
Solo & early-stage
$450/mo
- Monthly bookkeeping (up to 150 transactions)
- Bank & credit-card reconciliations
- Monthly financial reports
- Books reviewed by a CPA
- Email support
Growth
PopularGrowing businesses
$750/mo
- Bookkeeping (up to 300 transactions)
- Payroll for up to 5 employees
- Financial reports & cash-flow analysis
- Books reviewed by a CPA
- Priority support
Full Service
Multi-entity & high-volume
Starting at $1,200/mo
- Unlimited bookkeeping
- Payroll for 10+ employees
- Multi-entity management
- MCA / syndicate tracking
- Dashboards
- Monthly CPA review
- Dedicated account manager
Custom projects
$65/hourOne-time & catch-up work
- Catch-up / cleanup bookkeeping
- Historical reconciliations
- Special reporting or system setup
Protected, both ways
For your peace of mind, we sign an NDA and a service contract with every client — keeping both parties fully compliant and protected.
Tax preparation
Clear, per-form tax pricing.
Straightforward fees for individual and business returns — CPA-reviewed and e-filed. More complex situations are quoted up front, before any work begins.
Basic tax return preparation
| Service | Description | Fee |
|---|---|---|
| Form 1040 — Individual return | W-2 income, standard deduction, basic credits, and state return | $350 |
| Form 1040 with itemized deductions | Includes Schedule A (medical, taxes, mortgage interest, charitable) | $370 |
Additional forms & schedules
| Form / Schedule | Description | Fee |
|---|---|---|
| Schedule C | Profit or loss from business (self-employed income) | $270 |
| Schedule D | Capital gains & losses (fewer than 5 transactions) | $65 |
| Schedule E | Income from rental property (per property) | $180 |
| Schedule E | Income from S-Corp or partnership (Form K-1) | $80 each |
| Schedule SE | Self-employment tax | $30 |
| Form 1099 | Additional income statements (interest, dividends, etc.) | $20 each |
| Form 1098-E | Student loan interest | $35 each |
| Form 1098-T | Tuition statement | $55 each |
Business tax returns
| Form | Description | Fee |
|---|---|---|
| Form 1120 / 1120-S | Corporate return (C-Corp / S-Corp) | Starting at $800 |
| Form 1065 | Partnership return | Starting at $780 |
| LLC — single-member (Schedule C) | LLC reporting as a disregarded entity | Starting at $270 |
Additional tax services
| Service | Description | Fee |
|---|---|---|
| Tax planning consultation | Tax planning and strategy | $160 / hour |
| Amended return | Preparation of an amended return (Form 1040-X) | $280 |
| Estimated tax calculations | Quarterly calculations for self-employed clients | $25 / quarter |
| Audit support | Representation and support in an IRS audit | $210 / hour |
| Rush fee | Expedited processing within 48 hours | +25% of total fee |
| S-Corp election (Form 2553) | Preparation and filing of Form 2553 | $135 |
| S-Corp state election | Completion of the state S-Corp election | $60 |
| E-file | Electronic filing of your tax return | $35 |
| Paper filing | Handling and mailing of a paper return | $55 |
Fees shown are starting points for standard situations; your final price is confirmed up front after we review your documents. Tax preparation is discounted for monthly bookkeeping clients.
Pricing FAQ
What it costs, answered
Straight answers on fees, software, contracts, and tax prep — no fine print.
Flat monthly packages: Starter at $450/month, Growth at $750/month, and Full Service from $1,200/month. Your tier scales with transaction and deal volume, and the accounting software is included — there's no separate QuickBooks subscription to buy.
Yes. The software is built in-house and included in your flat monthly fee. You don't license, buy, or maintain a separate accounting subscription.
No setup fees and no long-term contract. We do sign an NDA and a service contract with every client, so both sides are protected and compliant.
Tax prep is quoted separately on a clear per-form schedule. For example, an individual Form 1040 with a state return starts at $350, and business returns (Form 1120 / 1120-S) start at $800. Monthly bookkeeping clients get a discount on tax preparation.
Yes. One-time and catch-up projects are billed at $65/hour. Once your books are current, we can keep them clean with a flat monthly package.
Books you don't have to think about.
Get a free books review. We'll tell you honestly where things stand and give you a flat monthly quote — no pressure.