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 15-minute consultation to discuss which option is the best fit for your needs.

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!

Other Services

  • This includes preparing your federal and state returns, ensuring accurate deductions and credits, and filing the necessary schedules for business income or partnerships.
    Additional considerations, like multiple state filings, complex income sources, or unique deductions, may impact the final price. See above for details on pricing.

  • Our 1x QBO setup covers everything you need to get started. This includes setting up your chart of accounts, linking your bank accounts and credit cards, and customizing invoices to match your business branding. We recommend scheduling a 15-minute consultation to discuss how we can best support you.

    Cost: $250

  • Our bookkeeping services are designed to make income and expense tracking stress-free. Pricing depends on factors like the number of transactions, how many bank / credit card accounts and the complexity of your business. 

    To get a customized quote and see how we can best support you please set up a bookkeeping call.

    Cost: Starting at $250 per month for monthly or $1,500 for annual clean up 

  • This includes preparing and filing the Articles of Organization, obtaining your EIN, and creating an operating agreement tailored to your business. Additional considerations, such as multi-state registration or expedited filing, may affect the overall cost. 

    Cost: $400 + State fees
    *State formation fees vary

  • This includes providing registered agent services, handling your annual LLC renewal, and managing mail services to ensure your business remains compliant and up to date.

    Cost: $50 per month

    *Fees may vary based on state and the number of states your LLC is registered in.

  • Our tax planning services are designed to proactively optimize your financial strategy. We’ll help with quarterly tax estimates, business structure advice, and strategic planning for upcoming financial events.

    Cost: $175 per hour

  • If you've received a notice from the IRS or your state tax authority, our tax notice resolution services are here to help. We’ll review the notice, explain what it means, and work with you to resolve the issue, whether it's an underpayment, missing documentation, or another compliance matter. Depending on the complexity, such as audits or multi-state issues, the process may vary.

    Cost: $175 per hour

  • Our BOI report service ensures you're fully compliant with the latest regulations on reporting beneficial ownership information for your business. We’ll assist with gathering the required details, completing the necessary forms, and submitting your BOI report directly to FinCEN.

    Cost: $150 per LLC

  • Our salary calculation service for S corp owners ensures you’re paying yourself a reasonable salary that meets IRS guidelines. We’ll help determine the right salary based on your business income, industry standards, and other relevant factors to keep you compliant and optimize your tax situation.

    Cost: $300 per owner

  • Our S Election filing service helps you transition your business to an S corp status to take advantage of potential tax benefits. To determine if the S Election is the right choice for your business, we recommend scheduling a 15-minute consultation to discuss your options and ensure a smooth filing process.

    Cost: $300

  • Make sure you're staying on track with your quarterly payments to avoid penalties and surprises at tax time. We’ll calculate what you owe based on your income, deductions, and projected earnings, making adjustments as needed throughout the year.

    Cost: $150 per quarter

  • Need quick advice, specific guidance or want to pick our brain? Book a 5-minute, 15-minute, or 25-minute with Katherine directly here (10-minute call included with all tax preparation services).