Fees

Fixed fees, agreed in writing.

Every engagement starts from a published fee. Your engagement letter sets the final figure before work begins.

Ask for a written quote Estimate your fee

Individuals

Personal tax

Federal and state returns, estimated payments and notice support.

From $1,200 / year

  • Return preparation and e-file
  • Year-end planning call
  • Notice response included
  • State returns for every state you file in
  • Estimated payment schedule
  • Portal document storage
Book a tax consultation
Recommended

Owner-run businesses

Books and tax

Monthly close, business and owner returns, one partner on both.

From $950 / month

  • Monthly reconciliation and close
  • Business and owner returns
  • Quarterly review with your partner
  • Payroll and 1099 filings
  • Sales tax filings
  • Year-end 1099 preparation
  • Owner's personal return
Book a consultation

Growing companies

Advisory

Forecasting, entity decisions and a standing monthly review.

From $1,800 / month

  • Rolling 13-week cash forecast
  • Monthly partner review
  • Lender and board packs
  • Entity and compensation review
  • Scenario planning before big decisions
  • Quarterly tax projection
  • Owner pay and distributions review
  • Budget against actual, each month
Talk to an advisory partner
Compare

What each engagement includes

Personal tax

From $1,200 / year

Book a tax consultation
Recommended
Books and tax

From $950 / month

Book a consultation
Advisory

From $1,800 / month

Talk to an advisory partner
Federal and state returns
Included
Included
Included
Monthly close
Not included
Included
Included
Payroll filings
Not included
Included
Included
Partner review
Annual
Quarterly
Monthly
Cash-flow forecast
Not included
Not included
Included
Notice response
Included
Included
Included
Personal tax Book a tax consultation
Books and tax Book a consultation
Advisory Talk to an advisory partner

Not sure which fits? Estimate your fee

What moves a fee

What changes the figure in your letter

Three things move a fee more than anything else. We quote each change in writing before we do the work.

Estimate your fee
Entities
Each company or state adds a return
Payroll
Priced per person on it
Catch-up
Months not yet closed, quoted once
A hand signing a printed return at a wooden desk
Every change is quoted before the work.

Estimate a monthly bookkeeping fee

Move the sliders to match your business. The estimate uses the same rates as our engagement letters.

300
3
8

Estimated monthly fee

 

Base
 
Transactions
 
Accounts
 
Payroll
 

An estimate for planning only. Your engagement letter sets the fee.

Questions

About fees

Do you charge for phone calls?

Calls and emails with your partner are part of the monthly fee.

What if my year is more complicated than expected?

We tell you before we do the extra work and amend the letter.

Do you bill hourly?

Only for work outside the letter, and only after you agree to it.

Consultation

Ask for a written quote

Tell us about the business and the year. A partner replies within two business days with a scope and a fee.

  • Your message goes to the partners only
  • At our office or by video
Two women reviewing work together at a desk