Individual Tax
Individualized tax strategies
that reduce liabilities and
support your personal
financial goals.
Business Tax
Tax planning and
compliance tailored to your
business structure, stage,
and objectives.
Advisory
Insight-driven guidance
to improve performance,
navigate complexity, and
drive growth.
Year-Round Planning
Proactive planning all year
long-so your're prepared
for what's next, not just
what's due.
PLANNING & REVIEW
You already have a bookkeeper
$425 / month
$5,100 per year · billed monthly
Best when QuickBooks (or similar) is current and someone else enters the bills and payroll.
I review the books each quarter, flag problems, and run the tax plan. I do not enter transactions or pay bills.
FULL CLOSE & PLANNING
I handle the monthly books.
$750 / month
$9,000 per year - billed monthly
Best when you do not want a separate bookkeeper, or the books are behind.
Monthly close, bank/credit card reconcile, basic payroll coordination, quarterly plan, and both returns.
Partnership and multi-owner S-Corps
Add $100/month if there are two or more owners who need separate 1040s or basis tracking. Extra entities under the same owner are quoted separately.
If you prefer filing-only
For clients who prefer a compliance‑only engagement, I will continue preparing 2026 tax returns without a year‑round service package.The compliance‑only fee is $1,650 for a standard S‑Corporation with owner 1040, or $2,100 for a partnership with two owner 1040s. These updated rates reflect a reduced number of filing‑only engagements for the upcoming season.If you need a firm that specializes in high‑volume preparation, referrals are available.Please select your 2026 service level—Planning & Review, Full Close & Planning, or Filing‑Only—by November 15, 2026. After that date, the annual calendar will be finalized based on enrolled businesses.”