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 planning/progress meetings. Start and stop any time.
Micro-Business Support
- Price: $445/month
- Description: Intended for solopreneurs with rental property or self-employed income. Includes Basic services above plus agreed upon business tax reporting and filing and business tax planning with a focus on tax-advantaged compensation and benefits.
Small Business Services
- Price: $1,000/month
- Description: Includes services above plus agreed upon regularly scheduled tasks for payroll, employee benefits, sales tax, with quarterly or monthly accounting as required for your business.
Outsourced Controller/CFO
- Price: $2,000/month
- Description: Individually designed and agreed upon work plan to meet your organization’s requirements.