Let's get real about pricing.

If you’re looking for the cheapest tax preparers out there, we can tell you straight up that we're probably not the right fit. But if you’re looking for long-term advisors who are genuinely invested in helping you meet your financial goals, will ask the right questions, and make the extra effort to look for every potential deduction and credit you qualify for, let's talk.

 

We also understand the need to budget, especially when you’re supporting a family or building a business (our founder is currently doing both!). That’s why we believe in being upfront about our pricing: no hidden fees, just top notch service at a reasonable, fair cost.


We offer monthly billing to help you plan ahead and avoid surprises. Clients on our subscription plans receive discounted rates.

 

Prefer to pay at the time of your tax prep? That works, too. We’re all about what works best for you.

Service Packages

The Flats

Compliance

 

Tax preparation service that is accurate, clever, and stress free.

Edgewater

Compliance + Advisory

 

Proactive tax service for forward-thinkers who want a step up from standard tax prep. This package includes advisory services designed to help you anticipate changes and plan ahead.

Terminal Tower

Compliance

+ Advisory

+ Strategy

 

Our premier service delivers tax preparation, proactive advisory support, and next-level strategic planning.

A La Carte

Not into monthly billing?

No problem!

We’re happy to offer flat rate tax prep and hourly billing for any additional support you need.

 

 Individual returns start at $600

 

 Nonprofit returns start at $1,000

 

 Business returns (Corporations & Partnerships) start at $1,200

 

 Estate & Trust returns start at $1,500

 

Our hourly rates for additional advisory services depend on the time of the year and the complexity of the work. Get in touch with us for a personalized estimate.

 

Ready to get started?

 

Are we outside of your budget?

 

We believe everyone deserves access to good tax advice. When we’re able, we take on a limited number of pro bono and reduced-rate clients. If you or someone you know is just getting started or trying to get back on their feet and doesn’t currently have the means to pay for professional services, we still want to hear from you.