Tax Prep for Individuals

Our Tax and Bookkeeping Services

These are our most common packages, priced based on what most of our clients need. Pick one service or mix and match—your choice. We’ll always confirm your exact price before getting started.

Starter — $300/mo (typical: $275–$350)

For solo hustlers or brand-new businesses.

Includes:

  • Your personal + business (Schedule C) tax return

  • Done-for-you QuickBooks bookkeeping — no spreadsheets!

  • Monthly cash snapshot: see if you can afford to pay yourself

  • Books closed within 15 days each month, so you're never behind

  • Email support (Add payroll anytime)

Growth — $600/mo (typical: $550–$700)

For side hustlers with rentals or small teams.

Includes everything in Starter, plus:

  • Tax return covers both business (Schedule C) and rental income (Schedule E)

  • Your own secure portal for receipts, tax docs, and reports

  • Quarterly tax check-ins so there are no surprises in April

  • Payroll included for up to 6 employees

  • Friendly, plain-English insights on your numbers each month

Advisory — $1,150/mo (typical: $1,050–$1,300)

For partnerships and corporations that want a CFO-style guide.

Includes:

  • Business tax return (Partnership 1065 or Corporation 1120)

  • Real-time portal for your books, tax files, and secure document sharing

  • Book 1-on-1 strategy calls anytime from your portal

  • Monthly dashboard tracking cash flow and key numbers

  • Priority support + forward-thinking tax and profit planning

Tax-Return Pricing at a Glance

(State filing included; final quote always based on complexity)

  • W-2 only ➝ Starts at $250

  • Side hustle or LLC (Schedule C) ➝ About $400–$500

  • Rentals too (Schedule C + E) ➝ About $550–$700

  • Partnership (Form 1065) ➝ About $800–$1,000

  • S-Corp (Form 1120-S) ➝ About $950–$1,150

  • C-Corp (Form 1120) ➝ About $1,100–$1,300

  • Non-Profit (Form 990) ➝ About $850–$1,050

Have extra states, crypto trades, or a stack of K-1s?
No worries—we’ll always quote the full price before we start.

Ready for a Clear Quote?

Tell us about your business and we’ll confirm your exact price before we get started.

Your tax situation is unique — let’s talk about it.
Schedule a consultation, and we’ll help you uncover ways to keep more of what you earn
.

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The road to financial freedom starts with a single step. Reach out to us and start your journey today.