Honest pricing, in plain sight.
No mystery quotes or bait pricing. Every engagement is scoped and priced on a short call, and the number is confirmed in writing before any work begins.
Recurring plans
Flat monthly pricing. No long-term contract โ cancel anytime.
- Monthly reconciliation
- Up to 2 accounts ยท up to 100 transactions/mo
- Monthly P&L
- Quarterly review call
- Year-end tax-ready package
- Everything in Starter
- Up to 5 accounts ยท up to 300 transactions/mo
- Monthly email summary
- Priority email support
Most popular for S-Corps
- Everything in Growth
- 1099 tracking (filing quoted separately)
- Payroll coordination
- Tax planning touch-points
- Priority support
Priced on your call
Every return is priced to your actual situation on a quick call โ no surprises, confirmed before we start.
| Service | What's involved | Starting at |
|---|---|---|
| Personal return (1040) | W-2s, common credits, state return | quoted on your call |
| Personal โ itemized / rental | Schedule A, Schedule E, multiple states | quoted on your call |
| Self-employed (Schedule C) | Sole proprietor with business income | quoted on your call |
| S-Corp return (1120-S) | Officer comp, K-1s, federal + state | quoted on your call |
| Partnership / LLC (1065) | Multi-member, partner K-1s | quoted on your call |
Tax-prep ranges assume reasonably organized records. Catch-up bookkeeping, amended returns, or multi-state complexity may adjust the price โ always quoted up front.
Consultations
Where the work is investigative or ongoing, here's how we price it.
Resolution consultation
A focused session to review your notice or situation and map realistic options. Credited toward engagement if you move forward with us.
Planning engagement
Ongoing tax planning is scoped to your year โ typically a flat annual or quarterly fee. We'll propose it after the free consultation.
Initial consultations for bookkeeping and tax prep are free. The resolution consultation is paid because it includes a working review of your specific notices.
Advisory retainers
The premium tier โ financial leadership for established businesses that have outgrown clean books. Monthly, month-to-month.
- Monthly financial review meeting
- Cash flow forecast (rolling)
- Core KPI dashboard
- Budget vs. actual tracking
- Email support between meetings
Monthly retainer
- Everything in Essentials
- Profitability analysis by segment
- Scenario & decision modeling
- Quarterly planning sessions
- Priority access between meetings
Monthly retainer
- Everything in Growth
- Board & lender-ready reporting
- Financing & expansion support
- Deeper forecasting & modeling
- Bookkeeping + tax coordinated
Custom scope
Fractional CFO retainers are scoped to your business. Monthly and month-to-month โ your exact retainer depends on complexity and cadence, confirmed before any work begins. See what's included โ
Get a clear quote โ usually same day
Tell us what you need and we'll send transparent pricing for your situation. The first consultation is free.