Thoughtful pricing, clearly explained

Good Numbers Start With Clear Expectations.

Every client is different. We'll learn about your needs, outline the work involved, and provide a personalized quote before services begin.

Personalized tax services

Let's Talk Taxes.

No two tax situations are exactly alike. We tailor our services and quotes to your filing needs, the documents involved, and the complexity of your return.

For individuals

Individual Tax Preparation

Your personalized quote starts with a base W-2 wage-income return and accounts for any additional forms, schedules, income sources, state returns, and other filing requirements.

To prepare an accurate quote, we'll ask to review your prior-year return and discuss what has changed this year.

Request a Personalized Quote

For businesses

Business Tax Preparation

Business tax needs depend on entity structure, filing requirements, recordkeeping, and overall complexity. We'll discuss your operations and provide a quote based on the actual scope of work.

Additional schedules, state filings, cleanup, and specialized services are evaluated as part of the proposed engagement.

Discuss Your Business

Monthly bookkeeping

Good Books. Better Business.

Bookkeeping should fit the way your business actually operates—not force you into a predetermined package.

Tailored monthly support

Bookkeeping Built Around Your Business.

We consider transaction activity, the number of bank and credit accounts, sales channels, reconciliation requirements, and the condition of your records when recommending monthly services.

Whether you're running a small side business or a busy retail or hospitality operation, we'll outline the work and provide a personalized monthly quote.

Clear expectations

A Scope You Can Count On.

We'll discuss what your monthly bookkeeping includes before we begin. Catch-up work, historical cleanup, QuickBooks setup, payroll-related support, and other services can be quoted separately when needed.

If your business activity or bookkeeping requirements change significantly, we'll discuss any scope or fee adjustment in advance.

Request a Bookkeeping Quote

Beyond the basics

Need Something a Little Different?

Some projects need their own plan. We'll talk through the details before quoting the work.

Tax Planning & Amendments

Estimated tax planning, amended returns, and more involved filing situations are quoted based on the work involved.

Bookkeeping & Business Add-Ons

Cleanup, catch-up, QuickBooks setup, 1099 preparation, and available payroll-related support are discussed and quoted separately.

Pricing disclosure.All services are quoted individually based on scope, complexity, available records, and any additional services requested. Estimates are subject to review of the information provided. Final scope and payment terms are confirmed in an engagement agreement before work begins.

Good accounting starts with a good conversation

Let's Find the Right Fit.

Tell us a little about your tax situation or business. We'll review what you need, explain the next steps, and put together a quote based on the work involved.