Clear pricing, no surprises.

Because the work is different. I take on fewer clients, prepare and review every return myself, and take the time to find every legal way to lower your taxes. For many clients, the savings from planning ahead outweigh the difference in price, though no result is guaranteed.

It’s the price for the simplest version of that return or package. Most clients pay somewhat more, depending on what their return includes. You’ll know your exact price before you commit, and it won’t change unless your situation does.

After our discovery call, I set up your secure client portal so you can upload your prior-year returns. I review them, then send you a proposal with a clear scope and an exact price, along with your engagement letter.

For many clients, yes. A plan made before the year ends usually finds savings that a once-a-year filing never sees. No result is guaranteed, but the package is built to keep finding ways to lower your taxes all year. Bought separately, everything it includes would cost more than the package itself.

A general consultation is a conversation to answer your questions, billed by the hour, with no research or written deliverables. A planning meeting is the same prepared session Advisory clients get: I review your situation beforehand, run the numbers on your options, and follow up with what to do next.

Each owner adds a K-1, more basis and allocation tracking, and often more scrutiny. Owners who live in other states can also add state filings and withholding for the business. Business Filing Only includes up to two owner K-1s, and I’ll quote anything beyond that up front.

It includes the business return and one owner’s personal return and planning. If other partners or shareholders want their own returns and planning, I’ll put together a custom quote, or we can focus the package on business-level planning only.

Every notice is different. A simple letter and a full examination aren’t the same amount of work, so I review your notice first and quote a price based on the matter, not the hour. Advisory clients get a $250 credit toward it.

Filing Only and Advisory Packages are billed in January, or when you sign on if that’s later in the season. If you choose monthly payments for an Advisory Package, installments begin then. Work begins once your first invoice is paid.

Many firms bill at the end, after the work is done, which is when large unexpected fees tend to show up. Billing up front means you know your price before any work starts, with no surprises at the finish. It also keeps things moving: once you’re committed, it’s easier to get your documents in early, and the whole process runs faster and smoother.

Yes. The Individual Advisory Package is $1,800 per year or $165 per month, and the Business Advisory Package is $4,000 per year or $365 per month. Monthly payments are a convenience, not a month-to-month plan: the package covers the full year.

You can cancel at any time. You pay only for the services already completed, and anything you’ve paid beyond that is refunded. Your engagement letter spells out the details.

Meetings and projections are available during the year they’re offered. I’ll remind you before time runs out, but services you don’t schedule expire at the end of the term.

Filing an extension is free for clients who have signed their engagement letter and paid their fee but don’t have all their documents or information yet. I don’t file extensions for anyone who hasn’t completed onboarding and the engagement process. If you’d like me to calculate an estimated payment to send with the extension, that may be billed separately. Remember that an extension gives you more time to file, not more time to pay.

Bookkeeping, payroll filings, prior-year or amended returns, and representation before the IRS or a state are separate. So is in-depth, one-off planning, like an entity or S election analysis, a Roth conversion analysis, or a property sale projection. Those topics often come up in advisory meetings, and we’ll talk them through, but the full analysis and the work to carry them out involve many more details, so they’re scoped and quoted as a separate engagement. I’ll always tell you before doing work that adds a meaningful cost.

Quotes are based on what we know when we start. If your situation becomes more complex, I’ll talk with you about it before any additional fee applies.