Simple Solutions. Transparent Pricing.
How to start or Renew Services
1) Choose your core service
2) Choose your add-ons
3) We will evaluate your prior year tax return and provide a fee quote - price increases with complexity
4) Together we will review the fee quote and schedule your work for next year
Core Services
Basic Individual Tax
Price range: $575-1,500+
-Tax Return Prep
-Annual relationship building and brainstorming lunch/coffee
Classic Individual Tax
Price range: $825-1,825+
-Tax Return Prep
-Annual relationship building and brainstorming lunch/coffee
-Annual tax planning meeting, including adjustments to quarterly estimates
-Open line of communication during the year - includes periodic emails/calls
-Annual FIRE questionnaire to develop, track, and document your personal/financial goals
Premium Individual Tax
Price range: $2,250+
-Tax Return Prep
-Annual relationship building and brainstorming lunch/coffee
-Unlimited tax planning meetings and adjustments to quarterly estimates
-Open line of communication during the year - includes unlimited emails/calls
-Annual FIRE questionnaire to develop, track, and document your personal/financial goals
-Tax notice insurance (covers up to $1,500 in tax notice resolution work)
-Priority tax return completion
Business Tax
Price range: $1,500+
-Tax Return Prep
-Additional services for business clients will be tailored to fit client need
Add-On Services
Complexity Add-Ons
Sole Proprietor (Sch C)
Price range: $225+
Rental Property (Sch E)
Price range: $225+
K-1 (Sch E)
Price range: $125+
Extension Calculation
Price range: Variable depending on core service plan, timing of work, and level of complexity
Each Additional State Filing
Price range: $225+
Backdoor Roth Conversion
Price range: $75+
Itemized Deductions
Price range: $25+
*Prices are a starting point, adjusted based on complexity
Net Worth Assessment
Price range: $500-1,000+ (initial year); $300+ (annual update)
We believe every adult should have a sense of their current net worth.
Our net worth assessment creates a personal balance sheet for you to track and analyze how you are progressing annually. Is your current net worth healthy and in good position for retirement? What items on your personal balance sheet pose risks or offer opportunities to your financial position?
Let’s track and review it annually and begin to actually see the results of your hard work!
Ask about a complimentary net worth assessment if have only a few assets or liabilities.
Tax Notice Insurance
Price: $100
Coverage for up to 12 hours time spent working with tax agencies to resolve a tax notice.
Tax Season Meeting
Price: $300 for up to one hour
We recognize you can’t plan for everything. Sometimes an urgent tax season meeting is necessary. During the meeting, we will assess the situation, agree on assumptions, and advise on next steps. This add-on is available to prospective clients to calculate an extension payment before fully onboarding as a client.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
Phone: 317.960.4870