Engagements · 2026

Three ways to be a client. Pick one by November 15.

Fees below are the published standard scopes, billed as described. They are not estimates of tax savings, and they are not a promise that every fact pattern fits.

You already have a bookkeeper

Planning & Review

$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.

Included

Quarterly review of books kept by your bookkeeper
Problems flagged before they become a filing-season surprise
The tax plan, run against numbers that are already being recorded
Owner 1040 and the related entity return for the enrolled business

Not in this fee

Entering transactions
Paying bills
Monthly close or bank reconciliation
Catch-up bookkeeping when the file is behind

Inquire about Planning & Review

I handle the monthly books

Full Close & Planning

$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 and credit-card reconciliation, basic payroll coordination, a quarterly plan, and both returns.

Extra entities under the same owner are quoted separately. Vendor bill-pay is not part of the published scope.

Included

Monthly books and monthly close
Bank and credit-card reconciliation
Basic payroll coordination
Quarterly tax plan
Both returns — the entity return and the owner 1040

Not in this fee

A second entity under the same owner (quoted separately)
High-volume individual preparation
Audit, review, or other attest work

Inquire about Full Close & Planning

Add-on

Partnerships and multi-owner S corporations

+$100/ month

Add $100 a month if two or more owners need separate 1040s or basis tracking. Extra entities under the same owner are quoted separately. The add-on applies to the monthly engagements, not to the filing-only fees below.

Compliance, without a year-round package

Filing-only

$1,650 — standard S corporation with the owner 1040
$2,100 — partnership with two owner 1040s

I will continue preparing 2026 tax returns without a year-round service package. The number of these engagements is limited.

If you need a firm that specializes in high-volume preparation, referrals are available.

Build the published fee

Use this to see the number in writing before you write. If your facts do not match a button, the honest answer is “quoted,” not a rounded guess.