Price List

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Singles pay $3,000 startup fee. Fixed monthly fee is $450.

Couples pay $4,000 startup fee. Fixed monthly fee is $650.

• A tailored Comprehensive Financial Plan
• Monthly proactive Comprehensive Financial Planning services (A-Z) customized to your unique profile
• Tax-Smart Retirement Planning
• Monthly Tax Reduction Planning for legal real money tax savings
• Year-end tax moves for even bigger tax savings
• Annual tax returns, including both business and personal
• Semi-annual checkins
• Unlimited email support 

 Tax savings of 30%-40% per tax year 

• Current-year only Tax Strategy Assessment: $325/hr. billed up to 3 hours per year
• Quarterly Tax Tune-Ups
• Personal Review of Tax Returns for saving opportunities
• Proactive Strategic recommendation to reduce tax liabilities
• Year-round Tax Advice
• Year-end Tax Planning

Multi-year Tax Strategy Assessment: Add 3 hours for each additional year at $325/hr.  

• Invest at Level 1 ($3,500), Level 2 ($6,500), or Level 3 ($10,000)
• Top 1% strategies for maximum tax savings
• A comprehensive Initial Assessment
• A customized Tax Plan
• Implementation Assistance
• Implementation Review
• Ongoing Tax Plan Support
• Unlimited email support
• Year-End Tax Consultation
• Invest at 3 different levels, L1, L2, and L3
• Pay only when we show you how you will save money under a legally binding document. 
• Fully refundable if we do not at the very least, double your initial investment.

Add-Ons

• Real Estate Investment Property ($100 per investment property)
• Investments, including stocks, cryptocurrencies, digital assets, etc. ($100) 
• Business Schedule C ($199)
• For a 2nd State tax return ($100)
• Amended return(s) request to correct tax return(s) not filed by us; does not include price to file the amended returns ($125 non-refundable retainer)
• An expedited request to file a tax return immediately- 20% of the original price to utilize additional staff/resources to process the request.

LLCs, S Corps, C Corps, and Partnerships

• Sales and Use Tax Compliance: ($100 per filing)
• Property Tax Compliance: ($300 per filing)
• Estate Tax Return ($1,200 non-refundable retainer)
• Income Tax Return for Estates and Trusts ($499)
• Gift Tax Return ($300)
• Form 990, Form 990-T (The greater of $1,200 or .05% of gross revenues)
• Amended Tax Return(s) (same price as above)
• Extension Filings: ($75 per jurisdiction)
• Controlled Foreign Corporations ($3,500)
• Foreign-Owned Corporations ($1,795)
• Foreign Partnerships ($2,500)

$299/mo. billed annually at time of signing or pay $599 on a month-to-month basis

• Payroll (up to 2 owners)
• Retirement planning (up to 2 owners)
• Personal tax preparation (up to 2 owners)
• Business tax preparation
• Monthly bookkeeping & quarterly review
• Proactive tax reduction planning
• Year-round tax advice
• Bank reconciliations
• Credit card reconciliations
• Cash flow management
• Sales and use tax filing
• Signed CPA letter and financial reports to assist the owner(s) in the home buying or apartment rental process 

• Filing with Secretary of State, includes state filing fees
• Registered agent service
• Sample operating agreement
• Sample banking resolution
• Federal taxpayer ID number
• Beneficial Owner Information Report filing with FinCEN
• 90-day unlimited email support

• Filing with Secretary of State, includes state filing fees
• Registered agent service
• Sample operating agreement
• Sample banking resolution
• Federal taxpayer ID number
• Beneficial Owner Information Report filing with FinCEN
• 90-day unlimited email support
• Payroll setup and training

• Filing with Secretary of State, includes state filing fees
• Registered agent service
• Sample operating agreement
• Sample banking resolution
• Federal taxpayer ID number
• Beneficial Owner Information Report filing with FinCEN
• 90-day unlimited email support
• Payroll setup and training
• S-Corporation Election