Flat fees. No surprises.
Three engagement tiers built around how complex your tax life actually is — not how many hours we happen to bill. Quote in 30 minutes.
Essential
For W-2 households who want it done right.
Salaried, single state, no business income.
- Federal + one state return
- Up to 5 W-2s and 10 1099s
- Itemized vs. standard analysis
- Audit-protection summary
- Secure portal & e-signature
- 30-min planning call after filing
Strategist
For high-earners and pass-through owners.
$250K+ AGI, K-1s, equity comp, multi-state.
- Everything in Essential
- Quarterly tax projections
- S-Corp / LLC return (1120-S or 1065)
- Multi-state allocation
- QBI & retirement optimization
- Year-end planning workshop
- Direct line to a senior strategist
Concierge
For founders, executives, and family offices.
Multi-entity, equity events, IRS exposure.
- Everything in Strategist
- Dedicated CPA + EA team
- Entity structure modeling
- Trust & gifting strategy
- IRS / state representation included
- Monthly advisory retainer
- Same-day response SLA
What's in each tier
| Feature | Essential | Strategist | Concierge |
|---|---|---|---|
| Federal + state filing | |||
| Quarterly projections | — | ||
| Entity returns (S-Corp / LLC) | — | ||
| Multi-entity consolidation | — | — | |
| IRS representation | Add-on | Add-on | |
| Year-end planning meeting | — | ||
| Response time SLA | 3 business days | 1 business day | Same-day |
| Dedicated CPA team | — | — |
Add-on services
Pricing FAQ
Are these flat fees or hourly?
Flat. We quote the full engagement upfront after a 30-minute scoping call. No surprise hourly invoices — ever.
What if my situation is in between tiers?
We custom-scope. Most clients land between Essential and Strategist; we'll send a written proposal with line-item detail.
Do you offer payment plans?
Yes — Strategist and Concierge engagements can be split into quarterly installments billed via secure ACH.
What's not included?
Bookkeeping, state-specific franchise filings, valuation reports, and IRS audit defense are quoted separately. See add-ons above.
Want a quote in 30 minutes?
Book a no-pressure scoping call. We'll send a written proposal within one business day.