Clear, Scope-Based Pricing Built for Business Owners

Our pricing is scoped to match your business's complexity, structure, and goals.

We don't do one-size-fits-all packages. Each engagement is defined after we review your intake, so you receive an accurate, fixed fee before any work begins.

Below are starting points for key services. Final pricing is confirmed after intake review.

What to Expect

Pricing confirmed after intake

We review your situation and provide accurate pricing tailored to your needs.

Fixed monthly or defined project fees

Predictable billing with no hourly surprises.

No surprise invoices

You'll know exactly what you're paying before work begins.

Clear deliverables and timelines

Every engagement includes defined scope, deliverables, and timing.

Service Starting Points

Our services are fully customizable—work with us on what you need, skip what you don't. All fees are confirmed after intake with a defined scope before work begins.

Tax Planning

Starting at $2,500

annually

Proactive, year-round tax strategy designed to reduce exposure and align with your long-term financial goals. Fee is scoped after intake.

Business Tax Preparation

Starting at $1,500

per return

Accurate, compliant business tax filing for corporations, partnerships, and multi-entity owners. Scoped after review of complexity and entity types.

Individual Tax Preparation (Business Owners)

Starting at $750

per return

Prepared with awareness of business income, multi-entity implications, and planning opportunities.

Monthly Bookkeeping & Financial Reporting

Starting at $500

per month

Reliable monthly financials, reconciliations, and reporting that support planning, compliance, and decision-making.

Payroll Processing & Compliance

Starting at $150

per month

Professional payroll handling, filings, and compliance oversight. Scaled based on employee count.

Cost Segregation Strategy & Coordination

Starting at $3,000

per property

Planning, feasibility assessment, and integration of cost segregation into your larger tax strategy. Engineering study costs separate and scoped post-intake.

Advisory / Fractional CFO Services

Starting at $2,500

per month

Strategic financial insight without a full-time hire—cash-flow planning, KPI reporting, and growth guidance.

Pricing here represents starting points for scoping.

Final, fixed pricing is provided after intake review when we understand your entities, income sources, complexity, and goals. You always receive a clear fee before work begins—no surprises.

Next Step

Tell us about your business and goals. After review, we will confirm scope, pricing, and next steps.

Start the Intake Form