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Bookkeeping & Reconciliation

Consultation (45 minutes)

Online, Over-the-phone, or In-person.

$49.00

One-time Set-up Fee

$49 Consultation used toward set-up.

$349.00

Hourly-As-Needed

Billed weekly in 15 minute increments.

$75.00

Monthly  (starting price)

Billed monthly as a flat-rate.

$350.00

Budget & Financial Planning

Consultation (1 hour)

Online, Over the Phone, or In-person.

$60.00

One-time Set-up Fee

$60 consultation used toward set-up.

$100.00

Budget: Spending/Savings Plan

Billed as a flat-rate. Flex-pay options.

$150.00

Financial Health & Net Worth

Billed as a flat-rate. Flex-pay options.

$150.00

Taxes: Business 

Consultation (30 minutes)

Online, Over the Phone, or In-person.

$60.00

One-time Set-up Fee

$60 Consultation used toward service.

$0.00

Tax Returns (starting price)

Federal Tax E-file Service.

$649.99

State Return (starting price)

State Tax E-file Service.

$149.99

Taxes: Personal

Consultation (30 minutes)

Online, Over the Phone, or In-person.

$30.00

One-time Set-up Fee

$30 Consultation used toward service.

$0.00

Tax Return (starting price)

Federal Tax E-file Service.

$449.99

State Taxes (starting price)

State Tax E-file Service.

$99.99

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