Transparent. Fair. Strategically Priced.
📌 Prices listed are starting rates. Actual fees may vary based on complexity.
Custom quotes available after consultation.
Use our Price calculator here:
🧾 Tax Preparation Services
• Individual Tax Return (up to 2 W2s + 1 broker): Starts at $550
• Individual Tax Return w/ Schedule C (sole prop): Starts at $750
• Business Tax Returns (S-Corp, 1065, C-Corp): Starts at $1,500
• Tangible Tax Return: Starts at $500
📊 Tax Planning Services
• Personalized Tax Planning: $300/hour
• Business Tax Planning & Strategy: $350/hour
🧠 Virtual CFO Advisory Services
For business owners ready to level up with financial clarity & strategic insight.
• Starter CFO Support – Monthly financial oversight, reporting & insights:
💰 Starts at $1,500/month+
• Growth CFO Package – Cash flow strategy, forecasting, and KPI guidance:
💰 Starts at $2,500/month+
• Strategic CFO Partnership – Full advisory + tax + financial strategy + capital planning:
💰 Starts at $5,000/month+
Pricing may increase based on company size, complexity, and reporting needs.
🏘 Real Estate Tax Services
• Rental Property Accounting + Tax Filing: Starts at $600
• Cost Segregation Studies: Starts at $2,500
🧮 Payroll Services
• Payroll Processing: $75/employee/month
• Payroll Tax Returns: $250/quarter
🚨 Tax Resolution Services
• Offer in Compromise (OIC): Starts at $1,750
• Penalty Abatement Request: Starts at $750
💡 Business Advisory Services
• Entity Formation + Consultation: Starts at $750
• Business Valuation: Starts at $5,500
🌍 International Tax Services
• FBAR (Foreign Bank Account Reporting): Starts at $750
• International Tax Planning: $450/hour
🏢 FIRPTA Services
• FIRPTA Withholding Calculations & Filing: Starts at $750
• FIRPTA Tax Return Prep: Starts at $750
📘 Bookkeeping Services
• Monthly Bookkeeping (3 banks + 3 credit cards): Starts at $600/month
• Startup Bookkeeping (2 banks + 1 credit card): Starts at $350/month
• QuickBooks Setup + Training: Starts at $1,750
🧠 Looking for ongoing tax strategy and access to Moe year-round?
Check out our Monthly Advisory Packages to get proactive, not reactive.
