Pricing
Priced for your life,
not a price list.
Every household and every business looks different, so every quote is built around yours — not pulled from a generic package.
How pricing works: after a free consultation, you'll get a flat, custom quote based on what you actually need — bookkeeping, budgeting, payroll, tax prep, tax planning, or any combination, for a household or a business. No surprise hourly billing.
Individual & Household
Personal Finances
For individuals and households — no business required.
- Personal tax return preparation & filing
- Household budgeting & tracking
- Quarterly check-ins
- Email & phone support
Growing Business
Running & Reconciled
For businesses that need books, payroll, and taxes handled together.
- Monthly bookkeeping & reconciliation
- Payroll processing — ADP, Paychex, or QuickBooks
- Business & personal tax return
- Quarterly estimated tax calculations
- Priority scheduling
Established Business
Built to Scale
For businesses ready for full tax planning and ongoing strategy support.
- Everything in Growing Business
- Tax planning & entity strategy
- Year-end planning checklist
- Ongoing strategy check-ins
- Direct line to your team