Tailored Services
We proudly offer personalized solutions for both our À la carte and Subscription clients.
Our À la carte clients are individuals who typically work with us for one-time services, like annual tax return prep or LLC formation.
For personal tax returns, our base price starts at $400, which covers single W-2 employee in one filing state. All tax preparation includes a 10-minute consultation with Katherine.
Here's a quick breakdown to help you understand our pricing:
• Filing with a spouse: +$75
• State tax return: +$75 (one state included in base price)
• Business or 1099: +$250 for each Schedule C
• K-1: +$50
• 1099 Composite: +$75
• Higher Income Level: +$300
• Split Allocation: +$75
• Rental Property: +$250 each
• Sold cryptocurrency: +$125
• Sold stock: +$125
• Partnerships (base): +$1,200
• S-Corporations (base): +$1,200
• C-Corporations (base): +$1,200
If you need more encompassing support you can work with us on a monthly subscription. These are perfect for individuals who want a full suite of services, including monthly bookkeeping and quarterly tax planning strategies. Our subscriptions are designed to meet all kinds of financial needs, making the go-to option for those seeking an all-in-one solution for managing their finances.
Monthly Subscriptions
These are base-tier prices, and the actual cost can vary depending on factors like complexity, additional state filings, type of business, number of bank accounts for bookkeeping, existing tax complications, and more. Schedule a consultation to discuss which option is the best fit for your needs.
*A 6-month commitment is required to ensure consistent support and optimal results.
Iconic Subscription
Starting at $100 per month
Perfect for individuals who want peace of mind with personal taxes handled year-round. A 6-month commitment is required to ensure consistent support and optimal results.
What's Included
✔ Access to Client Portal: Get priority chat access for quick questions like what qualifies as a write-off, faster responses than email, and stay updated on deadlines and IRS notices. Larger issues (estimated tax payments, IRS notices, tax planning) may require additional fees, but we’ll always notify you beforehand.
✔ Personal Tax Preparation: Your personal taxes will be expertly prepared, maximizing deductions and ensuring accuracy. Instead of paying all at once, your subscription spreads the cost throughout the year. This includes 1040 with a Schedule C.
Radiance Subscription
Starting at $350 per month
For individuals and small business owners who need more comprehensive support. A 6-month commitment is required to ensure consistent support and optimal results.
What's Included
✔ Everything in the Iconic Subscription
✔ Bookkeeping: We take income and expense tracking off your plate ensuring your financial records are always organized, accurate, and up to date in Quickbooks Online. This frees you up to focus on running and growing your business.
Brilliance Subscription
Starting at $575 per month
The ultimate package for serious entrepreneurs who need year-round support to stay ahead of their finances. A 6-month commitment is required to ensure consistent support and optimal results.
What's Included
✔ Everything in the Radiance Subscription
✔ Business Tax Preparation: Full business tax preparation for your LLC, whether it's a 1065 or 1120S return. We’ll ensure your business is compliant, tax-efficient, and set up to save you money.
✔ All Year Tax Advice: Stay ahead of changes in tax laws and financial strategies with unlimited access to tax advice throughout the year, so you’re never left guessing.
✔ LLC Services: Thinking of forming an LLC or need ongoing support for one? We handle the paperwork and filings to keep your business running smoothly and legally protected.
Ultra Subscription
Starting at $1,500 per month
Our all-inclusive package for high-earning individuals and businesses who need comprehensive, proactive financial management.
What's Included
✔ Everything in the Brilliance Subscription
✔ Consultation with CFP: Get direct access to a Certified Financial Planner to create a customized financial plan that aligns with your business and personal goals, giving you a clear roadmap to financial success.
✔ Quarterly Tax Estimates: We’ll calculate and send you your quarterly tax estimates, so you never have to worry about being hit with an unexpected tax bill. Stay ahead with proactive planning.
Why You Need This Now: These subscription packages are designed to be your all-in-one solution for financial peace of mind. Whether you're an individual who wants hassle-free tax prep or a business owner looking for year-round support, we take the stress off your plate so you can focus on what matters most—growing your business and enjoying life. With our expert guidance, proactive planning, and hands-on support, you’ll always stay one step ahead of the game.
Don’t wait until tax season hits. Sign up now and make your financial life simpler, smarter, and stress-free!