Pricing for
Personal Taxes

Tax Planning

We only provide tax planning services to those for whom we can create more tax savings than the cost of our fees.

Tax Preparation

Get it done right. No matter how unique the situation, we've got CPAs who have been there, done that.

Pricing for
Tax Planning

Stonks

For those with stock options and other stock and equity-based compensation*

$169/mo

Quarterly tax planning meetings
Your tax planning meetings can be up to 2 hours, where we will review all tax relevant documents plus provide strategies based on future plans/growth to ensure your tax benefits are fully realized before year-end.
On-demand email support
Outside of your scheduled meetings, we can have consistent email communication throughout the year for basic questions/recommendations. Longer phone/zoom meetings on a repeat basis will incure additional (but discounted) tax planning fees.
83(b) Election Filing
Estimated Tax Payments - Custom

*Clients saved up to 6 figures in taxes

Money Bags

For Accredited Investors who have unique tax planning opportunities available to them.

$99/mo

2 Annual Tax Planning Meetings
Your tax planning meetings can be up to 2 hours, where we will review all tax relevant documents plus provide strategies based on future plans/growth to ensure your tax benefits are fully realized before year-end.
On-demand email support
Outside of your scheduled meetings, we can have consistent email communication throughout the year for basic questions/recommendations. Longer phone/zoom meetings on a repeat basis will incure additional (but discounted) tax planning fees.
Estimated Tax Payments - Custom

Freelancer

For those with a non-incorporated business, K-1 income or rental real estate

$69/mo

1 Annual Tax Planning Meeting
Your tax planning meetings can be up to 2 hours, where we will review all tax relevant documents plus provide strategies based on future plans/growth to ensure your tax benefits are fully realized before year-end.
On-demand email support
Outside of your scheduled meetings, we can have consistent email communication throughout the year for basic questions/recommendations. Longer phone/zoom meetings on a repeat basis will incure additional (but discounted) tax planning fees.
Estimated Tax Payments - Custom