About
We tailor our services to your needs. Most of our clients chose to work with us because their prior accountant never picked up the phone, answered their emails, or simply didn't offer anything more than just tax compliance. We want to be your go-to for all financial decisions surrounding your business and/or tax situation.
To help you decide if we are the right partner for you, our minimum and median pricing (based on current client-base as of 3/1/2026) for certain services is as follows:
Individual tax prep (includes Sched C businesses) - $250; $550
Individual tax prep + year-round strategy - $1,200; $1,800
Business tax prep (e.g., S-Corp) - $1,800; $2,200
Business tax prep + strategy - $2,400; $3,750
Fractional Controller or CFO - $2,500/month; $4,500/month
Bookkeeping - $300/month; $600/month