Personal Tax
Filing and year-round planning for individuals, families, investors, and self-employed professionals.
- Federal and state returns
- Estimated-tax guidance
- Planning consultation
- Life-change planning
Clear engagement options
Pricing aligned with scope and complexity.
We define responsibilities, timing, deliverables, and pricing before work begins—giving both sides a clear understanding of the engagement.
Most requested
Small businessesBusiness Essentials
Consistent accounting, compliance, and tax support for owners who need dependable clarity.
- Monthly bookkeeping
- Financial statements
- Business federal, state and city returns
- Basic tax planning services
- Payroll services
Fractional CFO Services
Executive-level financial guidance and decision support without the cost of a full-time CFO.
- Budgeting and forecasting
- Cash-flow planning
- Management reporting
- Strategic advisory meetings
Final pricing depends on complexity, volume, filing requirements, and the level of ongoing support. Your consultation includes a clearly recommended scope.
What affects pricing
A transparent scope starts with the right questions.
We consider transaction volume, record quality, number of entities, states involved, payroll complexity, reporting cadence, deadlines, and advisory access. After reviewing these factors, we outline what is included and identify any work that would be priced separately.