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Services

Individuals
Businesses

For Individuals

Tax Preparation and Planning​

Includes annual tax return, year-end projection, and year-round advice.

Tier 1

$600
  • Under $200,000 in taxable income
  • Main income is W-2
  • Up to 3 Financial Accounts Included
  • Up to 3 states included

Tier 2

$900
  • Under $250,000 in taxable income
  • 1 Rental Property included
  • 1 Schedule C Included
  • 1 K-1 Included
  • Up to 5 Financial Accounts Included
  • 1 Crypto Account Included
  • FBAR Included
  • Up to 3 States Included

Tier 3

$1,200
  • Under $500,000 in Taxable Income
  • Equity Compensation Included
  • 2 Rental Properties Included
  • 2 Schedule Cs Included
  • 2 K-1s Included
  • 1 Hedge Fund K-1 Included
  • Up to 10 Financial Accounts included
  • 2 Crypto Accounts Included
  • FBAR Included
  • Up to 4 States Included

Tier 4

Custom
  • if not included in any other tier please reach out for a custom quote!

Tax Preparation and FINANCIAL Planning

Includes everything listed above plus a detailed financial plan with multiple checkups per year.

Tier 1

$1,200
  • Same as tier 1 above
  • $110 if paid monthly ($1,320/yr)

Tier 2

$1,800
  • Same as tier 2 above
  • Under $500k Net Worth
  • $165 if paid monthly ($1,980/yr)

Tier 3

$2,400
  • Same as Tier 3 above
  • Under $750k Net Worth
  • $220 if paid monthly ($2,640/yr)

Tier 4

Custom
  • if not included in any other tier please reach out for a custom quote!

For Businesses

tax, accounting, and financial planning

Includes everything in tax preparation and financial planning for one business owner, as well as monthly bookkeeping, payroll, sales tax, & CFO services.

Tier 1

$3,000
  • same as tier 1 above
  • Under $200,000 in revenue
  • under 100 transactions per month
  • 1 employee
  • 2 Financial Accounts

Tier 2

$4,500
  • Same as Tier 2 above
  • Under $500,000 in revenue
  • Under 200 transactions per month
  • Up to 2 Employees
  • 3 financial accounts

Tier 3

$6,000
  • same as tier 3 above
  • Under $750,000 in revenue
  • Under 300 transactions per month
  • Up to 3 Employees
  • 4 financial accounts

Tier 4

Custom
  • if not included in any other tier please reach out for a custom quote!

Your finances simplified.

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