Services
Every angle of your tax life, handled.
30+ services across filing, strategy, accounting, payroll, IRS resolution, and specialty industries — delivered by senior practitioners.
Tax Filing
6 services
Tax Strategy
3 services
Business & Entity
6 services
Accounting & Payroll
5 services
Specialty
8 services
Personal & Family
2 services
Engagements
Flat-fee pricing. No surprises.
Every engagement is scoped up front. You'll know exactly what you're paying — and what you're getting — before we start.
Individual
$450
starting / return
For W-2 earners, investors, and households who want a real strategist — not a chain office.
- Federal + 1 state return
- Schedule A, B, D, E support
- Year-end planning call
- Audit defense included
Most popular
Business
$2,400
starting / year
For LLCs, S-Corps, and partnerships that need filing, books, and a quarterly strategist.
- Business + owner returns
- Quarterly strategy sessions
- Bookkeeping review
- Reasonable comp study
- Priority response
Advisory
Custom
engagement
For multi-entity operators, high earners, and exit-bound founders who need a full back office.
- Everything in Business
- Multi-entity coordination
- Exit & M&A planning
- Family office liaison
- On-call senior strategist
Not sure where to start?
Book a free 30-minute discovery call. We'll map your situation and recommend the right engagement.
Talk to a strategist