We are pleased to offer customized value-oriented pricing for a wide range of specific situations. This pricing information is meant to communicate general pricing expectations but is not an offer of service or a guarantee of pricing. The actual pricing of services we agree to will be confirmed in a written work plan.
See this list of popular services that can be customized for your situation. A page of common single event tax services is here.
Individual Client Care Plan
- Price: $195/month
- Description: Meant for individual clients with occasional need for support. Includes tax returns, and quarterly financial planning and progress reviews. Start and stop any time.
Micro-Business Support
- Price: Starting at $550/month
- Description: Intended for solopreneurs or rental property owners with self-employed income. Includes Basic services above plus agreed upon ongoing business tax reporting and filing and business tax planning with a focus on tax-advantaged compensation and benefits.
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Small Business Services
- Price: $1,000/month
- Description: Includes accounting services above plus agreed upon regularly scheduled tasks for payroll, employee benefits, sales tax, with quarterly or monthly accounting as required for your small business.
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Outsourced Controller/CFO
- Price: $2,000/month
- Description: Individually designed and agreed upon work plan to meet your organization’s requirements.
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Nonprofit services
- three levels of service for every size organization
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