Personal Tax
Filing and year-round planning for individuals, families, investors, and self-employed professionals.
- Federal and state returns
- Estimated-tax guidance
- Planning consultation
- Life-change planning
Clear engagement options
General Pricing
We define responsibilities, timing, deliverables, and pricing before work begins—giving both sides a clear understanding of the engagement.
Historical Catch-Up / Clean-Up
Bring overdue books up to date before ongoing accounting services begin. A one-time catch-up and clean-up engagement is generally needed when business records have been neglected or accounts remain unreconciled.
- Catch-up bookkeeping for prior months or quarters
- Bank and credit card account reconciliations
- Review of outstanding transactions and discrepancies
Pricing varies based on the number of bank and credit card accounts requiring reconciliation, the period covered, and the condition of the records.
Our historical catch-up services begin at $1,400 per year of accounting records to ensure your books are accurate and compliant. Discuss your bookkeeping needs →Most requested
Small businesses
Business Essentials
Consistent accounting, compliance, and tax support for owners who need dependable clarity.
- Monthly bookkeeping
- Financial statements
- Business federal, state and city returns
- Tax planning and advisory focused on reducing tax exposure
- Payroll services
- Sales tax filings, as applicable
For clients who only need business federal, state and city return filings, business tax return preparation begins at $750.
Discuss your business →Fractional CFO Services
Executive-level financial guidance and decision support without the cost of a full-time CFO.
- Align financial strategy with organizational goals
- Budgeting and forecasting
- Cash-flow planning
- Management reporting
- Strategic advisory meetings
- Enhance internal controls and regulatory compliance
- Track, analyze, and optimize key performance indicators (KPIs)
Final pricing depends on complexity, volume, filing requirements, and the level of ongoing support. Your consultation includes a clearly recommended scope.
What affects pricing
A transparent scope starts with the right questions.
We consider transaction volume, record quality, number of entities, states involved, payroll complexity, reporting cadence, deadlines, and advisory access. After reviewing these factors, we outline what is included and identify any work that would be priced separately.