Pricing
Simple pricing.Flat fees.No surprises.
Here’s a transparent look at our starting prices. Every situation is different, so a tailored, flat-fee quote is available on request.
Starting prices
Your quote depends on the complexity of your situation.
What drives the price of a tax return?
Two returns can look alike and take very different amounts of work. These are the factors we look at when we quote.
Pricing factors
- Number of states you file in
- K-1s you receive or issue
- Rental properties and depreciation
- Business or self-employment income
- Investment activity, such as stock sales, options or crypto
- Number of related entities and how they connect
- Condition of your books and records
- Foreign accounts or assets
- Elections such as the California PTE tax
We review your prior returns and documents, then quote a flat fee in writing. There is no hourly billing.
If your situation changes during the year, we talk about it before the fee does.
Pricing questions
Straight answers before you book.
Why do you show starting prices?
Every situation is different. The starting price covers a straightforward engagement, and your quote reflects the factors above.
Do you charge by the hour?
No. Every engagement is a flat fee, quoted in writing before work begins.
Is a CPA worth more than a tax-prep chain?
For business owners and high earners, usually yes. A single planning strategy can save more than the fee, and you work with a licensed CPA who knows your full picture.
Ready to see what you could be keeping?
Book a consultation and tell us about your business and tax situation. We’ll review it and send you a flat-fee quote.