Services
INDIVIDUAL TAX RETURN PRICING
Basic Return starts at $250
Expanded Return starts $500
Complex Return starts at $875
Final pricing is based on complexity, documentation, and filing requirements (including multi-state, self-employment, and additional schedules).
For small business returns, bookkeeping, tax planning, and advisory services, clients may submit a secure intake form to receive a personalized proposal outlining scope, pricing, and next steps.
You may also book a consultation if you prefer guided service selection or have a complex situation.
INDIVIDUAL TAX PREPARATION & PLANNING
Federal & state tax filing with proactive CPA guidance
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Federal & State Tax Returns (1040)
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W-2, 1099, and Investment Income
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Multi-State Filings
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Prior-Year & Amended Returns
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Tax Planning & Estimated Taxes
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IRS Notices & Compliance Support
SMALL BUSINESS &
SELF-EMPLOYED TAX
CPA-led compliance and tax strategy for entrepreneurs
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Schedule C & Freelancer Tax Returns
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S-Corporate (1120-S) Returns
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Partnership (1065) Returns
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Business Deductions Optimization
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Quarterly Estimated Tax Planning
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New Business Tax Setup Guidance
MONTHLY & CATCH-UP
BOOKKEEPING
Clean, reconciled books you can actually rely
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Monthly Transaction Categorization
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Bank & Credit Card Reconciliations
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Catch-Up / Cleanup Bookkeeping
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Financial Reports & CPA Review
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Quickbooks Online Support
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Year-End Tax-Ready Financials
TAX PLANNING &
ADVISORY SERVICES
Forward looking CPA strategy—not just compliance
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Strategic Tax Planning Sessions
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Entity Selection (LLC vs S-Corp)
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Cash Flow & Financial Guidance
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Estimated Tax Projections
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Ongoing CPA Advisory Support
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Business Growth Financial Strategy