Pricing & Packages
Proactive Tax Strategy, Advisory & Representation Services
Tax Strategy & Planning
Strategic tax planning designed to help business owners minimize taxes, avoid surprises, and make smarter financial decisions.
Tax Strategy Assessment
$395*
- Prior year tax return review
- Entity structure review
- Tax savings opportunities identified
- Tax issues or errors identified
- Written recommendations & next steps
*Assessment fee credited toward any recommended advisory services.
Comprehensive Tax Planning
$1,995
- Initial comprehensive tax plan
- Business & personal tax planning
- Proactive tax reduction strategies
- Real estate & investment tax planning
- Actionable tax savings recommendations
- 60-minute tax strategy consultation
Quarterly Tax Planning
$595/quarter
- Ongoing advisory for existing clients
- Quarterly financial review
- Year-to-date tax projections
- Estimated tax guidance
- Owner salary, distributions & dividends
- Tax strategy adjustments
S-Corp Election
Thinking about becoming an S-Corp? We’ll help determine if an S-Corp is the right fit for your business and guide you through the election process from start to finish.
S-Corp Setup & Strategy Package
$1,995
- S-Corp eligibility & tax savings analysis
- Form 2553 preparation, filing & monitoring
- Reasonable compensation analysis
- Payroll setup guidance
- Accountable Plan setup
- Salary & distribution strategy
- First-year S-corp tax planning
Tax-Smart Bookkeeping
Tax-smart bookkeeping services designed to support proactive tax planning and business growth with accurate, tax-ready financials.
Tax-Smart Bookkeeping Audit
$195
- Accounting system review (QuickBooks, Xero, Wave & more)
- Bookkeeping setup review
- Accounting issues identified
- Cleanup recommendations
*Assessment fee credited toward any Tax-Smart Bookkeeping package
Tax-Smart Monthly Bookkeeping
Starting $500/month
- Monthly bookkeeping
- Monthly financial reports
- Tax-ready books year-round
- Ongoing tax-focused review
Tax-Smart Bookkeeping Cleanup
Starting $2,500/12 months cleanup
- Prior year bookkeeping review
- Account reconciliation & cleanup
- Balance sheet corrections
- Clean, tax-ready books
- Tax savings opportunities identified
Tax Representation & Resolution
Tax resolution services for individuals and businesses dealing with IRS and state income or payroll tax issues.
Phase 1: Investigation & Action Plan
$950
- IRS or state tax issue investigation
- Account & tax transcript review
- Initial agency contact (if needed)
- Written resolution strategy & next steps
Phase 2: Tax Resolution & Representation
Custom Pricing
- IRS & state tax notice response
- Unfiled taxes & back tax issues
- Payment plans & settlements
- Audit representation
- California FTB & EDD matters
Business Tax Preparation
Accurate business tax preparation for S-Corps, C-Corps, and partnerships with clear pricing and no surprises. Packages are based on the complexity of your tax return.
Standard Business Package
$1,295+
Best for:
- Simple business operations
- Clean, tax-ready books
- Single-state businesses
Advanced Business Package
$1,795+
Best for:
- Complex ownership structures
- Multi-state businesses
- Advanced tax reporting
- Businesses with specialized tax issues
Individual Tax Preparation
Fixed-fee personal tax preparation for business owners, self-employed individuals, investors, and employees. Packages are based on the complexity of your tax return.
Standard 1040 Package
$550+
Best for:
- W-2 employees
- Simple self-employed taxpayers
Includes:
- Federal & one state return
- Common income, deductions, and credits
- One simple Schedule C business
Self-Employed 1040 Package
$700+
Best for:
- Business owners and independent contractors
Includes:
- Everything in Standard Package
- More complex Schedule C activity
- Home office and depreciation
Advanced 1040 Package
$895+
Best for:
- S-corp / partnership owners
- Real estate investors
- Multiple income streams
- Multi-state taxpayers
Includes:
- K-1 income
- Rental property reporting
- Investment activity
- Advanced tax situations
Additional Services
Additional services for businesses needing payroll advisory, business entity optimization, or amended tax returns.
Payroll Advisory
Custom Pricing
- Payroll setup & compliance
- Payroll tax resolution
- Owner’s comp guidance
- California EDD & payroll issues
Business Entity Optimization
Custom Pricing
- Entity structure reviews
- Business compliance review
- Business entity formation
- Business entity dissolution
Amended Returns
Base Fee + 20%
- Correcting returns filed by another preparer