You'll always know what you're paying for
We don't do hourly billing that leaves you wondering what the final number will be. After a free discovery call, you'll get a clear price based on your situation: what you need, how involved the work is, and what kind of support makes sense for you.
Year-Round Tax Planning
Best for: Families and business owners who want a CPA helping with taxes throughout the year, not just at filing time. We'll review your situation regularly, help you plan ahead for big decisions, and make sure you're never caught off guard by a tax bill.
Bookkeeping (QuickBooks Online)
Best for: Business owners who need their books kept accurate and up to date every month. When tax time comes or you need a loan, your numbers will be ready. No scrambling. No cleanup projects.
Tax + Financial Planning Together
Best for: People who want their tax decisions and their bigger financial goals (retirement, saving, business growth) to work together instead of pulling in different directions. Because Daniel is both a CPA and a CFP®, you get one advisor who sees the whole picture.
How pricing works
After we talk, you'll get a clear price in writing before any work begins. The price depends on things like whether you're a family or a business owner, how many pieces are involved, and what kind of ongoing support you need. No hidden fees. No mystery charges. You'll know exactly what's included.
Clean books, calm decisions.
You run the business. We keep the books straight. Your financials stay accurate and ready for taxes, a loan, or simply knowing where you stand.
Have questions about pricing?
The easiest way to get a clear answer is to book a free call.
Book a Free Discovery Call