Services & Pricing

Simple Services. Transparent Pricing. Three Ways to Work With Us.

Every engagement is flat-fee and scoped to your situation. No hourly billing. No surprise invoices. Every engagement is led directly by your CPA.

Tier 01

Foundation

Annual tax preparation for individuals and small businesses. Ideal for straightforward returns with some complexity.

  • Federal & state preparation
  • Personal video walkthrough
  • Client portal access
  • Direct access to your CPA
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Recommended
Tier 02

Strategy

Advisory-forward engagement combining tax preparation with proactive planning throughout the year.

  • Everything in Foundation
  • Quarterly advisory touchpoints
  • Entity structure review
  • S-Corp modeling
  • Retirement contribution planning
  • Mid-year projections
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Tier 03

Partner

Full-service advisory for clients with the highest complexity — equity compensation, multi-entity structures, or significant liquidity events.

  • Year-round access
  • Priority response
  • Comprehensive financial planning
  • Liquidity event advisory
  • Multi-entity coordination
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All engagements are flat-fee and scoped individually. Pricing is provided after a free discovery call based on your situation and complexity. No hourly billing. No surprises.

Additional Services

General Compliance & Filings

Individual Tax Return (Form 1040)
Federal + state, all schedules
S-Corporation Return (Form 1120-S)
Federal + state
Partnership Return (Form 1065)
Federal + state
LLC (Single-Member, Schedule C)
Included in individual return
Amended Return (Form 1040-X)
Priced per engagement
FBAR / FinCEN 114
Foreign account reporting
State Returns — Non-Resident
Priced per state
Every Engagement Includes

Every Return Comes With a Personal Video Walkthrough.

After your return is prepared, you receive a recorded video — created specifically for you — walking through what was filed, the decisions made, and anything worth planning around in the year ahead. Most clients say it's the first time a tax return actually made sense to them.

How It Works

Three Steps. Flat Fee. Direct Access.

1

Discovery Call

Tell us about your situation in a free 30-minute call. We'll ask the right questions.

2

Proposal

You receive a flat-fee proposal scoped to your needs. No surprises, no hourly billing.

3

Engagement

We handle your return, your planning, and your questions — year-round, directly with your CPA.

FAQ

Common Questions

It depends on your income level and business type. For self-employed individuals earning above a certain threshold, an S-Corp election can generate meaningful self-employment tax savings. We model this during a discovery call so you see the actual numbers before making any decision.
Tax preparation is filing what happened. Tax planning is shaping what happens before it does — entity structure, retirement contributions, timing of income and deductions. Both matter, but planning is where the real value is created.
Yes. We serve clients nationwide. Most client communication happens through our secure client portal, video calls, and email — geography isn't a barrier.
Every engagement is scoped and priced individually after a discovery call. You receive a written proposal before any work begins. No hourly billing, no surprise invoices.
We use TaxDome as our client portal for document sharing, e-signatures, invoicing, and secure messaging. Tax returns are prepared using professional-grade CPA software.
Yes. We work with clients in both English and Spanish. Complex financial conversations shouldn't lose anything in translation.
Start with the intake form — it takes less than 3 minutes and helps us understand your situation before we speak. From there, we schedule a free 30-minute discovery call.