Pricing

Services that Scale with You

Experience premier tax services with transparent, value-driven pricing

ServicesPricingCareersSchedule a Call

Personal Taxation

$1,200/yr
Starting at
Includes:
Federal & state filings
Annual tax planning
Year-round advisory access
IRS notice management
Add-On:
Quarterly filings
Gift tax support
Quarterly / monthly tax planning sessions
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Trust & Estate Taxation

$1,500/yr
Starting at
Includes:
Federal & state filings
Annual tax planning
Year-round advisory access
Add-On:
Quarterly filings
Wealth transfer planning
Beneficiary tax advisory
Quarterly / monthly tax planning sessions
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Business Taxation

$3,000/yr
Starting at
Includes:
Federal & state filings
Annual tax planning
Year-round advisory access
IRS notice management
Add-On:
Quarterly filings
Quarterly tax planning sessions
Accounting support via network
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CASE STUDIES

Designed to Fit Your Needs

Tech Employee
Investor
Startup Founder
High Net Worth Family & Business Owner
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Pricing Package:
Personal Taxation
Yearly Cost:
$1,250/yr
Services Provided:
Individual Tax Preparation
Annual Tax Planning
Complexities:
RSUs & Options
Pricing Package:
Personal Taxation
Yearly Cost:
$2,800/yr
Services Provided:
Individual Tax Preparation
Annual Tax Planning
Quarterly Tax Filing
Complexities:
Private Investments
A man in a white shirt is smiling while talking on a phone. He is seated in a modern, well-lit office environment.
Pricing Package:
Personal Taxation
Business Taxation
Yearly Cost:
$11,500/yr
Services Provided:
Individual Tax Preparation
Business Tax Preparation
Quarterly Tax Filing
Annual Tax Planning
Quarterly Filings
Quarterly Tax Planning
Complexities:
RSUs & Options
Business Owner
Private Investments
A man with a beard in a suit and a woman in a blazer engage in a discussion at a desk. Both are seated in front of a large window, with natural light filling the room
Pricing Package:
Personal Taxation
Trust & Estate Taxation
Business Taxation
Yearly Cost:
$27,500/yr
Services Provided:
Individual Tax Preparation
Business Tax Preparation
Trust Tax Preparation
Quarterly Tax Filing
Quarterly Tax Planning Planning
Complexities:
Self Employed
Business Owner
Private Investments
Multi-State
Faqs

Frequently
Asked Questions.

Find answers to frequently asked questions about our tax services.

Contact us
/ 01.
How to get started?

To get started, simply schedule a call with our team. We'll discuss your tax needs and provide personalized solutions.

/ 02.
What are your fees?

We charge flat fees, communicated upfront, based on your needs and tax complexities - for more info on pricing click here.

/ 03.
Do you offer tax planning?

We offer tax planning to all our clients, adapting a unique approach based on your specific needs and any applicable tax law changes.

/ 04.
Can you handle business taxes?

Yes, we can support you across individual, partnership, corporate, trust, estate, gift and other specialized tax needs.

/ 05.
How can I contact you?

Existing clients have a dedicated tax advisor to work with year-round, if you're a prospective client schedule a call to get started.

Elevate your financial future

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Schedule a consultation with our advisors and discover how we can transform your tax strategy into a powerful wealth-building tool.