What It Costs to Work With Us

Advisory & Consultations
Tax/Business CPA-Led Consultation
$79.00

15 min

Tax/Business CPA-Led Consultation
$129.00

30 min

Tax/Business CPA-Led Consultation
$229.00

45 min

Financial Review Consultation
$129.00

 30 min

Tax Planning Consultation
$279.00

40 min

Tax Notice Resolution Session
$229.00

 30 min | Base Price

Quarterly Estimated Tax Calculation
$159.00

20 min

Business Formation Consultation
$347.00

45 min

Accounting & Bookkeeping
Financial Statement Preparation – Initial Consult
$129.00

30 min

Budgeting & Forecasting – Initial Consult
$129.00

30 min

QuickBooks Setup Service
$429.00

 1 hour

QuickBooks Check-Up
$249.00

30 min 

Bookkeeping Package Fit Call
$129.00

30 min

Tax Services
New Client Tax Preparation On-boarding Call

15 min | Free

Existing Client Tax Preparation On-boarding Call

15 min | Free

1099 Filing Services

15 min | For a fee

Fractional CFO Service
CFO Fit Call: Is This Right for You?
$129.00

 30 min 

Support
Client Support 30 min

30 min

Networking
Networking Chat 30 min

30 min