Monthly Subscriptions

We offer ongoing monthly subscriptions who need support and education year round. Our monthly packages start at the base pricing and prices may vary depending on your business type, income, complexity and number of bank accounts. We are happy to offer a safe, boutique experience with real humans.


All subscriptions require a 6-month minimum commitment. Schedule a consultation to find your best fit.

Core

Starting at $100 per month

For small business owners who require occasional advice

Includes:

✔ Coming Soon: Access to our private community with curated resources, guides, and a creator-friendly directory - launching August 1

✔ Access to our Client Portal for quick questions, write-off support, and deadline reminders

Plus

Starting at $350 per month

For small business owners who need tax prep and bookkeeping support

Includes:

✔ Everything in Core

✔ Monthly bookkeeping in QuickBooks Online

✔ Organized and up-to-date financial records

✔ 1040 tax preparation 

Pro

Starting at $575 per month

For entrepreneurs who want full-service support for personal and business taxes

Includes:

✔ Everything in Plus

✔ Business tax return (LLC, S-Corp, or partnership)

✔ Ongoing tax advice all year


✔ LLC formation and compliance support 

Elite

Starting at $1,500 per month

For high-earners who want white-glove financial care

Includes:

✔ Everything in Pro

✔ 1:1 consultations with a Certified Financial Planner

✔ Quarterly tax estimate calculations and tax 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!

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.