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Clear, Upfront Pricing

Flat-fee tax and bookkeeping services. No hourly billing. No open-ended invoices. Every service has a defined scope.

CONSULTATION

$125 / per consultation

A focused 30-minute strategy session to review your situation, clarify scope, and outline next steps.


  • Review of documents and current tax position
  • Filing status or compliance discussion
  • Clear explanation of options
  • Written follow-up summary
  • Consultation fee applied toward service if you move forward
Book a Consultation

Individual Tax Return

Starting at $350

Additional schedules priced based on complexity.


  • W-2 income and limited additional income sources.
*Most popular

Self-Employed Tax Return

Starting at $550

Bookkeeping must be organized prior to filing.


  • Schedule C included. Designed for independent contractors and sole proprietors.

Prior-Year Returns

Starting at $400 per year

Self-employed prior-year returns starting at $650 per year.


  • Filing of past-due tax returns.

Estimated Tax Planning

Starting at $250

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  • Quarterly calculation and payment guidance for self-employed individuals.

Balance Due Strategy

Starting at $225

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  • Schedule C included. Designed for independent contractors and sole proprietors.

Installment Agreement Support

Starting at $450

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  • Structured IRS payment plan setup.

IRS Notice Review

Starting at $275

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  • Analysis of notice and recommended response plan.

Response Preparation

Starting at $350

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  • Preparation of written response and supporting documentation.

Amended Return Filing

Starting at $450

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  • Correction of previously filed return when required.

Innocent Spouse Relief

Starting at $750

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  • Preparation of Form 8857 and supporting documentation.

Injured Spouse Allocation

Starting at $375

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  • Allocation of refund when spouse has separate debt.

Filing Status Review

Starting at $225

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  • Head of Household, Married Filing Separately, or other filing guidance.

Monthly Bookkeeping

Starting at $350 per month

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  • Up to 3 accounts and defined transaction limits.

Catch-Up / Clean-Up

Starting at $500 per month of backlog

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  • Reconstruction of prior months to bring books current.

FAQs

Every situation is different. The consultation ensures your service scope is clearly defined, documents are reviewed, and expectations are aligned before work begins.

No. All services are flat-fee and scope-based. You will know your cost before work begins.

No tax professional can guarantee an outcome. What is guaranteed is a structured review, professional preparation, and clear communication.

Yes. Payment is required before services begin. Consultation fees are applied toward your service if you move forward.

Ready to Move Forward?

If your tax situation requires structured review and professional preparation, begin with a consultation.