À la carte
Every service, priced individually.
If you only need one thing, this is what it costs. Most business owners find a bundled package below saves real money once a few of these add up.
01
Business return (sole prop / single-member LLC)
$750
02
Business return (S-corp, partnership, or multi-member LLC)
Starting at $1,200
03
Personal return (W-2, passive investments only, no business)
$300
04
Personal return (W-2, passive investments, plus one rental)
$450
05
Personal return (integrated with your business return)
$500
06
Check-in call + written summary
$175
07
Quarterly estimated tax calculation
$125
08
Additional email support
$50/question
09
Foreign entity filing — Form 5471, GILTI/NCTI, PTEP (per entity)
Starting at $1,900
10
Entity structuring consultation
$450
11
New client onboarding & file setup
$150
Bookkeeping isn't included in any service above — it doesn't require CPA-level expertise, so keeping it separate lets me focus on the planning and strategy side where I add the most value. Happy to recommend a bookkeeper I trust.
Individual filers
Just need your personal taxes filed?
$300 flat — or $450 with one long-term rental property
Not everyone runs a business, and not everyone wants to figure out tax software alone. A licensed CPA handles it directly — reviewed, filed accurately, and explained in plain language.
Best for W-2 employees, retirees, or anyone with a straightforward return. If your return includes multiple rental properties, self-employment income, crypto, foreign accounts, or multiple states, it falls outside this flat rate — reach out and I'll quote it based on your actual situation.
Business owners
Recommended packages.
Essentials
Straightforward, low-complexity situations
$1,450/yr
Welcome Rate: $1,230/yr first year
- Personal + business return, prepared together
- Two check-ins per year
- Email support, up to 5 questions/year
Quarterly Advisory
A real planning partner throughout the year
$2,200/yr
Welcome Rate: $1,870/yr first year
- Personal + business return, prepared together
- Four quarterly check-ins
- Quarterly estimated tax calculations
- Unlimited email support
Complex & International
Cross-border income, foreign entities
From $3,900/yr
Welcome Rate: from $3,300/yr first year
- Everything in Quarterly Advisory
- Foreign entity, GILTI/NCTI, PTEP support
- Entity structuring & election coordination
Not sure which one fits? Every business is a little different — let's talk, and I'll recommend the right package before you commit to anything. All packages are billed annually and include a signed engagement letter.