Pricing

Pricing

We offer three tiers of service, depending on your needs and complexity:

Basic: For clients with relatively simple returns who want expert preparation at a transparent base price.

Premium: Best for clients with equity, investments, or multiple income types who want ongoing guidance and fast support.

All-Inclusive: Designed for high-complexity clients who want full access, priority service, proactive planning, and peace of mind.

Fee Structure	Basic Plan	Premium	All Inclusive
ANNUAL FEE	$1,200	$2,200	$5,000
Federal 1040 Preparation	✅	✅	✅
Entity Return (1120, 1120-S, 1065, 1041, etc.)	$1,500	$1,000	1 Included
State returns ($100 each for extras)	1 Included	3 Included	✅
Dependents, W-2s, Interest/Dividends	✅	✅	✅
Standard Deduction or Schedule A	✅	✅	✅
Rental Property (Schedule E)	$50-150 each	3 included	✅
Self-Employment Income (Schedule C)	$100/each	✅	✅
Investment Sales (Schedule D)	$100 (Up to 100 txns)	✅	✅
Equity Comp (RSUs, ESPP, NSO, ISO)	$100 per plan	✅	✅
K-1s	$100/each	3 Included	✅
Custom Projection and Estimated Tax Payment	$250/hr	✅	✅
Tax planning or other meeting (30-60 minutes)	$250/hr	Annual	Quarterly
Year-Round Email & Text Support	2-3 days turnaround	24 hour turnaround	Same day when possible
Response to Most IRS or State Notices	$50-$200	✅	✅
Personalized Tax Organizer	✅	✅	✅
Secure Client Portal + E-Signature	✅	✅	✅
1099s, W-2s, 571-L, etc.	Varies	Varies	Included (up to 50 1099s and W-2s)
Simple Dependent/Student Returns	$350	$200	1–2 Included (W-2s, 1098-T, etc.)

Crypto:

Format of records:	Basic	Premium	All Inclusive
Reconciled reports with cost basis included (ie reports from Koinly, etc.)	$100 (up to 100 txns)	✅	✅
Unreconciled raw data, complex defi transactions, etc.	$250/hr	First wallet included, $250/hr after that	✅

All-inclusive applies to typical complexity. If your return falls outside the norm, we’ll always discuss and agree before billing anything extra.