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Whether You Need Individual Tax Or Entity Forms, Estate Or Advisory & Planning Services, We have You Covered
Who we can help
SERVICES & PRICING
À La Carte
Pricing reflects licensed preparation, advisory review, and professional standards — not clerical form completion.
À la carte services and stand-alone, form filings are offered separately from packages and priced based on scope.
À la carte services and stand-alone, form filings are offered separately from packages and priced based on scope.
Note: Fees may vary depending on the level of complexity involved in service delivery and form preparation.
04 Advisory & Planning Services
01 Individual Tax Forms
02 Business & Entity Forms
03 Estate & Trust Services
À la carte services
Form 1040 ........................ $725
State return ............... $325
Schedule A ................... $200
Schedule B .................... $150
Schedule C .................... $525
Schedule D .................... $325
Schedule E .................... $450
FBAR .................................... $450
Form 8938 ....................... $300
amended RETURNS ..... $850
Form 1040 ...................................................$725
State return ........................................ $325
Schedule A ............................................ $200
Schedule B ............................................. $150
Schedule C ............................................. $525
Schedule D ............................................. $325
Schedule E ............................................. $450
FBAR ...................................... .................... $450
Form 8938 ................................................ $300
AMENDED RETURN.................................. $850
Individual Tax Forms
(PER STATE)
(per property/entity)
Note: Pricing may adjust based on complexity.
(FINCEN FORM 1141)
Form 1065 ............................................... $2350
Form 1120S .............................................. $2550
Form 1120 ................................................. $2950
Each additional K-1 ........................ $275
State return ....................................... $325
FORM 941/940 ....................... ................ $450
STATE Sales tax.................................. $750
FORM 1099 1ST/ADD'L ......................... $150/$75
Business & Entity Forms
Form 1065 ................................... $2350
Form 1120S ................................. $2550
Form 1120 .................................... $2950
Each additional K-1 ...... $275
State return ....................... $325
FORM 941/940 ........................... $450
STATE SALES TAX ................ $750
FORM 1099 1ST/ADD'L . $150/$75
(per state)
(PER PARTNER)
(INCLUDES 1 PARTNER)
(per STATE)
(INCLUDES 1 SHAREHOLDER)
Note: Pricing may adjust based on complexity.
Form 1041 ............................................... $1950
Fiduciary accounting ................. $900
Estate tax coordination:
• Form 706 — $4000
• Form 709 — $900
• Form 8971 — $500
INFO RETURNS (Forms 1099) ........ $150
• Each additional form — $75
Estate & Trust Services
Form 1041 .................................... $1950
Fiduciary accounting . $900
ESTATE TAX COORDINATION:
FORM 706 ..................................... $4000
FORM 709 ..................................... $900
FORM 8971 .................................... $500
(Includes 1 beneficiary)
Note: Pricing may adjust based on complexity.
Tax strategy/planning session (90min) .. $1,800
Annual tax planning review ............................. $2,500
Quarterly estimated tax calculations
per quarter ........................................................................... $450
Entity structure or compensation review ................................................................................................................ $1,500+
Second opinion or return review ............... $750
IRS notice review & guidance ............................ $500+
General advisory (as scoped) ........................ $350/hr
Advisory & Planning Services
Advisory services are available on an à la carte basis when clients require targeted guidance, analysis, or review outside of an ongoing engagement.
Advisory services are available on an à la carte basis when clients require targeted guidance, analysis, or review outside of an ongoing engagement.
strategy SESSION ....... $1500
tax pROJECTION ............ $950
Entity review ............... $1950
IRS notice review & guidancE ............................ $750
General advisorY $375/hr
(as scoped)
(per quarter)
strategy session ............................................................. $1500
TAX PROJECTION ................................................................... $950
ENITITY REVIEW ...................................................................... $1950
IRS notice review & guidance ............................. $750
General advisorY ........................................................... $375/hr
(INCLUDES 1 BENEFICIARY)
Note: Pricing may adjust based on complexity.
Empowerment:
Insight that strengthens your decisions.
Three
Strategy:
Long-term planning over short-term fixes.
Two
Integrity: Straight-forward advice, every step of the way.
One
Tax Support Without the Stress
Simple Comprehensive Explanations
DESIGNED TO EVOLVE WITH FOCUS
No more second-guessing, stress, or confusion around your taxes. With expert guidance and support, you can finally feel calm and confident knowing it’s handled with care.
This is a comprehensive approach beyond tax filing. Our advisory-first style adapts to your current needs while supporting your next stage of growth.
We integrate tax strategy, financial insight, and business structure to support confident, forward-looking decisions year-round.
Complete OUR Secure Intake
"We serve growth-minded individuals, entrepreneurs and business leaders ready for more than seasonal support."
secure portal intake
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Complete Secure Intake
step one
Your intake helps us understand your goals and match you with the right services. Follow the steps in this module to complete the intake.
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step Three
Review & Alignment
step Two
step one
Once we review your intake, we’ll contact you to schedule a discovery call and assess your specific needs.
step Four
accept proposal
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step Two
step one
Following your discovery call, you’ll receive a proposal outlining your customized package and services.
coming together
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