Services & Pricing

Transparent pricing built on value, not hours. Select your profile below to explore packages tailored to your needs.

Tier 1

Tax Preparation

$400–$900 / year

Annual tax return preparation with standard deduction optimization for creatives.

  • 1040 + Schedule C preparation
  • 1099 consolidation
  • Royalty & licensing income
  • Standard deduction optimization
  • Simple: $400–$600 · Complex: $600–$900
Tier 2 · Most Popular

Prep + Quarterly Planning

$800–$1,400 / year

Everything in Tier 1 plus year-round tax planning to avoid surprises.

  • All Tier 1 services
  • Quarterly estimated tax calculations (4x/yr)
  • Mid-year strategy call
  • Estimated payment reminders
Tier 3 · Premium

Full Advisory Retainer

$2,000–$3,600 / year

Comprehensive tax, accounting, and business advisory — your CFO on call.

  • All Tier 2 services
  • Bookkeeping review
  • Entity structure analysis
  • Year-round email/text access
  • 1 annual strategy session
Tier 1

Tax Preparation

$500–$800 / year

Complete tax return with self-employment optimization for real estate professionals.

  • 1040 + Schedule C preparation
  • Vehicle deduction analysis
  • Self-employment tax optimization
  • CE/licensing cost deductions
Tier 2 · Most Popular

Prep + Quarterly Planning

$900–$1,500 / year

Year-round planning with retirement strategy for commission-based income.

  • All Tier 1 services
  • Quarterly estimated tax calculations
  • Retirement plan analysis (SEP-IRA, Solo 401k)
  • Commission income planning
Tier 3 · Premium

Full Advisory Retainer

$2,400–$4,800 / year

Complete financial partnership with S-Corp strategy and retirement planning.

  • All Tier 2 services
  • S-Corp election analysis
  • Retirement plan setup guidance
  • Year-round access
  • 2 strategy sessions per year
Tier 1

Tax Preparation

$500–$2,500+ / year

Rental property tax preparation with depreciation schedules and passive activity analysis.

  • 1040 + Schedule E (per property)
  • Depreciation schedules
  • 1–3 properties: $500–$800
  • 4–10 properties: $800–$1,500
  • 11–20 properties/entities: $1,500–$2,500+
Tier 2 · Most Popular

Prep + Quarterly Planning

$1,000–$2,000 / year

Active portfolio management with projections and year-end planning.

  • All Tier 1 services
  • Quarterly projections
  • Year-end planning session
  • Passive activity loss tracking
Tier 3 · Premium

Full Advisory Retainer

$3,000–$6,000 / year

Comprehensive real estate tax strategy with entity planning and 1031 guidance.

  • All Tier 2 services
  • Depreciation strategy (cost seg referrals)
  • 1031 exchange planning
  • Entity review
  • Year-round access, 2 strategy sessions
Tier 1

Tax Preparation

$350–$550 / year

Straightforward tax prep optimized for independent wellness practitioners.

  • 1040 + Schedule C preparation
  • Home office deduction
  • Supply & equipment deductions
  • Licensing & CE deductions
Tier 2 · Most Popular

Prep + Quarterly Planning

$700–$1,000 / year

Stay ahead of estimated taxes with quarterly check-ins and expense tracking.

  • All Tier 1 services
  • Quarterly estimated tax calculations
  • Expense tracking check-in
  • Payment reminders
Tier 3 · Premium

Full Advisory Retainer

$1,800–$2,400 / year

Full-service financial guidance to grow your practice with confidence.

  • All Tier 2 services
  • Bookkeeping setup
  • Entity analysis
  • Year-round access
  • 1 strategy session per year

Add-On Services

Available with any tier. Build the package that fits your needs.

Bookkeeping Setup & Training

$300–$500

Monthly Bookkeeping

$150–$400/mo

Entity Formation Guidance

$250–$500

Amended Return

$200–$400

IRS Notice Response

$150–$500

Prior Year Return

Base + 25%

Additional State Return

$100–$200

1031 Exchange Coordination

$500–$1,000

Cost Segregation Study

$300–$500 + study fee
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