Transparent, flat-fee pricing

Pricing designed for clarity and calm

No surprise invoices and no hourly clock-watching. We scope work up front and quote a flat fee for tax, planning, and bookkeeping— so you know exactly what you’re paying for before we start.

Most common engagement
Annual Tax & Financial Planning
Year-round CPA + CFP® guidance for W-2 families and business owners.
  • Annual tax return preparation and filing
  • Proactive tax planning checkpoints during the year
  • Integrated financial planning (cash flow, goals, retirement, and more)
  • Email support for questions as life and work shift

Fees are flat and quoted after discovery based on complexity, income sources, and the level of ongoing planning you want. Many clients choose to pay monthly for budgeting ease.

Tax-Only Relationship
For clients who primarily need accurate, timely tax preparation with light planning.
  • Annual federal and state income tax return preparation
  • Basic year-end planning recommendations
  • Guidance on notices and basic IRS/state correspondence

Pricing is based on the number of returns, schedules, and entities involved. We’ll walk you through the scope and confirm the fee before you decide to proceed.

One-Time Plan or Second Opinion
A focused, one-time engagement to review your situation and map next steps.
  • Deep-dive into your current tax and financial picture
  • Written summary of key opportunities and risks
  • Action list you can implement on your own or with us

Ideal if you already have a preparer but want a CPA/CFP® perspective or need a roadmap before making a big decision. Flat fee quoted after we understand the scope.

Accounting & Bookkeeping
QBO-based bookkeeping for individuals, side-hustles, and businesses—built for tax planning.
  • Monthly or quarterly bookkeeping for all entity types
  • Bank and credit card reconciliations and transaction categorization
  • QuickBooks Online setup, cleanup, and migration support
  • Year-end close so your tax prep and planning start from clean books

Bookkeeping is quoted after a discovery call, based on transaction volume, number of accounts, and complexity. We prefer QuickBooks Online to keep your books clean and your tax and financial planning fully aligned.

Clean books, calm decisions. You run the business. We keep the books straight—and your numbers always ready for tax, lending, and planning conversations.

Exact pricing for planning, tax, and bookkeeping is confirmed after we understand your situation, entities, and transaction volume. You’ll always know the fee and scope before you decide to work together.

Want to see where you fit?

The first step is a short discovery call. We’ll talk through your tax, planning, and bookkeeping needs and recommend the right level of engagement—no pressure, no surprise sales pitch.

Schedule a Call