Pricing
Building lasting wealth starts with a partnership you can trust!
We've structured our services and pricing to give you clarity and confidence at every step.
Take a look at our offerings below to see how we can help you reach your goals!
Tax Preparation
Basic 1040
$300 / return
Ideal for W-2 income and standard deductions
- Single W-2 income and standard deduction
- Electronic filing and direct deposit setup
Standard 1040
$550 / return
Ideal for investors and itemized deductions
- Everything in Basic 1040
- Itemized deductions (Schedule A)
- Brokerage accounts and capital gains (Schedule B & D)
Complex 1040 & Business
$850+ / return
Ideal for business owners, landlords, and complex portfolios
- Everything in Standard 1040
- Rental properties (Schedule E)
- Schedule C business income and K-1 distributions
- Multi-state filings
Behind on your books?
Onboarding add-on
Historical Catch-Up & Cleanup
We bring past months or years completely up to date before transitioning to a monthly plan, so you start on a clean, accurate foundation.
$100 / hour
Schedule a consultationMonthly Bookkeeping
Micro Business
$200 / month
Under 50 transactions per month
- Monthly bank & credit card reconciliation
- Profit & loss (P&L) statement
Growing Business
$400 / month
50–150 transactions per month
- Multi-account reconciliation
- Monthly financial review
Scale Business
$700 / month
150–300 transactions per month
- Custom category tracking
- Tax-prep hand-off
Wealth Management & Integrated Tax
Wealth Management
Asset Management
Your annual advisory fee is 1.00% of the assets we manage for you. As your portfolio grows, so does the value of the guidance you receive—keeping our goals aligned with yours.
Complimentary personal tax filing
Clients with $50,000+ in assets under management receive free annual personal tax preparation (1040), included automatically.
Annual advisory fee
1.00% of AUM