Services
All pricing is placeholder
Tax Preparation & Planning
Individual & business returns, extensions & amendments, quarterly estimated tax planning, and proactive strategies to reduce surprises.
| Package | From | Notes |
|---|---|---|
| Individual (1040 + 1 state) | $XXX | Includes standard schedules |
| Business (1120-S / 1065) | $XXX | K-1s billed per partner/shareholder |
| Tax Planning Session | $XXX | 60 minutes, action plan follow-up |
Monthly Bookkeeping
Accurate books: categorization, reconciliations, payroll coordination, monthly P&L, Balance Sheet, and Cash Flow.
| Tier | From | Best for |
|---|---|---|
| Essential | $XXX/mo | Solo & very small teams |
| Growth | $XXX/mo | Multiple accounts & invoices |
| Plus | $XXX/mo | Inventory / Payroll heavy |
Advisory & Fractional CFO
Budgeting, forecasting, entity selection, KPI dashboards, and ongoing business guidance.
- Quarterly check-ins
- Cash flow planning
- Tax-efficient entity selection
- KPI / dashboard setup
Enter income to estimate a bracket.