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Before you book
We review requests for fit and availability before agreeing to provide services.
- We review every inquiry for fit, timing, and availability.
- Sharing information or documents does not create a client relationship.
- If your matter is outside our scope or capacity, we may decline or refer you elsewhere.
Engagement begins only after we review your request, confirm scope and availability, and both sides agree to proceed. We may decline matters based on documentation, timing, capacity, or practice fit.
NEW CLIENT
New Client Inquiry
No charge (intro)A free introductory call to discuss your tax situation and how we can help.
PERSONAL
Individual Tax Return
Starting at $350Comprehensive tax preparation for individuals and families.
Simple Return (Single W-2)
Fixed price $200Fast filing for single filers with only one W-2 and no dependents.
BUSINESS
Business Tax Return
Fixed price $600S-Corp or C-Corp preparation based on your financial data.
QUICKBOOKS
Quickbooks Diagnostic
Fixed price $350Deep dive into your QuickBooks file to identify issues. Includes a diagnostic review and high-level findings summary. Detailed written reports are available if needed.
Quickbooks Cleanup (QBO)
Quote after reviewOne-time cleanup to correct past months and get your books tax-ready.
Monthly Bookkeeping (QBO)
Quote after reviewConsistent monthly books, reconciliations, and clean reporting to keep your business on track.
Fractional CFO
Starting at $2,000/moStrategic financial guidance for businesses that need more than monthly bookkeeping and reporting.
What to Prepare for Your Consult
Have these ready for your appointment, if applicable.
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