Pricing

Individual Tax Return

Starts at $400

• Federal + 1 state
• W-2 income, basic 1099-INT/DIV
• Standard deduction

Common add-ons

• Itemized deductions (Sch A): +$75–$150
• Self-employment (Sch C): +$200–$350
• Rental property (Sch E): +$150 per property
• Capital gains / crypto: +$75–$300 (volume-based)
• K-1s (partnership/S-Corp): +$100 each
• Additional states: +$75–$150 per state

Business Returns

Starts at $900

• S-Corp (1120-S), C-Corp (1120), Partnership (1065)
• Balance sheet & P/L review
• 1 state filing

Common add-ons

• Bookkeeping cleanup: quoted after review
• Multiple shareholders/partners: complexity-based
• Additional states: +$125–$250 per state

IRS Resolution

Flat or hourly

• Notice responses & transcript review
• Payment plans / penalty abatement
• Audit support

Quoted after reviewing notices and transcripts.

Business Consulting

$250 / hour

• Operational and financial reviews
• KPI selection, profitability, and pricing strategy
• Entity choice and tax-efficient compensation

Packages

• Starter (5 hrs/mo): $1,250 — Focused monthly session, prioritized quick-wins, action plan
• Core (10 hrs/mo): $2,500 — Deeper reviews, cadence check-ins, KPI tracking, priority email support
• Growth (20 hrs/mo): $5,000 — Scenario planning, executive-ready insights, initiative orchestration

Unused hours roll 1 month. Additional time at $250/hr on all packages.

Fractional CFO

Tiered monthly retainers

• Cash flow, budgets/forecasts
• Monthly reporting and owner-friendly insights
• Strategic reviews with agreed cadence

Tiers

• Lite: from $2,000/mo — Up to 8 hrs, monthly reporting, 1 strategy call
• Standard: from $3,500/mo — Up to 16 hrs, updated forecasts, 2 calls/mo
• Plus: from $6,000/mo — Up to 32 hrs, expanded modeling, weekly touchpoints

Additional time at $250/hr. Scope tailored to stage and complexity.