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Before you book

  • 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.

NEW CLIENT

New Client Inquiry

No charge (intro)

A free introductory call to discuss your tax situation and how we can help.

Best for: Individuals or businesses looking for a new tax professional.
15 minutes
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PERSONAL

Individual Tax Return

Starting at $350

Comprehensive tax preparation for individuals and families.

Best for: Best for W-2 filers and single-business self-employed clients with straightforward activity.
1 hour 30 minutes
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Simple Return (Single W-2)

Fixed price $200

Fast filing for single filers with only one W-2 and no dependents.

Best for: Single filers with one job and no other complexity.
1 hour
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BUSINESS

Business Tax Return

Fixed price $600

S-Corp or C-Corp preparation based on your financial data.

Best for: Owners of S-Corps or C-Corps needing annual tax filing.
2 hours
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QUICKBOOKS

QuickBooks Certified

Quickbooks Diagnostic

Fixed price $350

Deep dive into your QuickBooks file to identify issues. Includes a diagnostic review and high-level findings summary. Detailed written reports are available if needed.

Best for: Businesses with messy books or unfiled taxes.
2 hours
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QuickBooks Certified

Quickbooks Cleanup (QBO)

Quote after review

One-time cleanup to correct past months and get your books tax-ready.

Best for: Businesses that need corrections for past months.
Project-based
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QuickBooks Certified

Monthly Bookkeeping (QBO)

Quote after review

Consistent monthly books, reconciliations, and clean reporting to keep your business on track.

Best for: Businesses wanting consistent monthly reporting.
Ongoing (monthly)
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QuickBooks Certified

Fractional CFO

Starting at $2,000/mo

Strategic financial guidance for businesses that need more than monthly bookkeeping and reporting.

Best for: Businesses with 500+ monthly transactions, multiple entities, or revenue over $1M.
Ongoing (monthly)
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What to Prepare for Your Consult

To make the first 15 minutes productive, have these ready (if applicable).

Secure Document Upload

For Tax Prep

Prior-year tax return (personal or business, if available)
Income documents (W-2, 1099, K-1, etc.)
ID + SSNs for dependents
Questions you want answered

For Bookkeeping / QuickBooks

QuickBooks Online access (invite us)
Bank/credit card statements
List of accounts + login owner
Payroll + 1099 contractor info