Annual Tax Services
Starting at $650/year for individuals, $1,100/year for businesses
We keep your filings clean, compliant, and stress-free. Transparent pricing means no surprises, just done-right returns.
Individual Tax Services, what’s included:
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Federal + State Individual Tax Return – Included (additional state returns +$150 each)
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Annual Tax Strategy Session (1 hr) – Included
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Self-employed? Requires Schedule C: +$250
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Own a rental property? Requires Schedule E: +$250, per property
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Have more than 10 Schedule K-1s? +$250
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Amendment Fees: $100 for 1 additional document, +$250 for 2-4, $500 for 5+
Business Tax Services, what’s included:
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S Corp LLC: US Return for S Corporation, Form 1120s – Included
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C Corporation: US Return for C Corporation, Form 1120 – Included
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Partnership LLC: US Return of Partnership Income, Form 1065 – Included
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Trust & Estate Tax Returns, Form 1141 – Included
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Homeowner’s Association, Form 1120-H – Included
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Federal + State Business Tax Return – Included (multi-entity +$400 each)
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Annual Tax Strategy Session (1 hr) – Included
Package Deal!
File with confidence, we’ll handle the heavy lifting.
✔︎ One individual federal
+ state return
✔︎ One business federal
+ state return
$1,400
STARTING AT
Strategic Advisory
$250/hr, billed as needed
Because running a business throws curveballs. We’re here for the “what do I do with this?” moments.
Projects typically include:
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Entity Selection Guidance (S-Corp, LLC, Partnership) – ~2 hrs
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Quarterly Tax Planning + Estimated Payments – ~2-3 hrs
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Profit Distribution Strategy (owner’s comp vs. dividends) – ~ 2hrs
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Business Deductions Deep-Dive (“is this a write-off?” session) – ~1 hr
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Audit Prep & Representation – Varies (10+ hrs typical)
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Retirement & Benefits Setup (SEP, 401k, health plans) – ~3–4 hrs
White Glove Ongoing Support
Starting at $450/month for individuals, $650/month for businesses
For founders (and freelancers) who’d rather not think about taxes, ever. We become your back-pocket finance team, hands-on, proactive, and always a step ahead.
What’s included:
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Unlimited Quick Questions (email/Slack) – Included
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Monthly 1:1 Strategy Calls (1 hr each) – Included
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Proactive Tax Projections + Mid-Year Strategy Update – Included
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Payroll Oversight & Compliance – Business only
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Annual Tax Filings (Business + Individual) – Included
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Priority Turnaround (your stuff goes to the top of the pile) – Included
Side-by-Side Comparison
Service | Annual Tax Service | Strategic Advisory | White Glove Ongoing Support |
|---|---|---|---|
Annual Individual Filing | ✔ INCLUDED | $250/HR | ✔ INCLUDED |
Annual Business Filing | ✔ INCLUDED | $250/HR | ✔ INCLUDED |
Tax Strategy Session | 1 HR INCLUDED | $250/HR | ✔ INCLUDED (BUSINESS TIER) |
Hourly Project Support | $250/HR | $250/HR | MONTHLY STRATEGY + MID-YEAR PROJECTIONS |
Unlimited Q&A | — | $250/HR | ✔ INCLUDED |
Priority Turnaround | — | — | ✔ INCLUDED |
Monthly Support | — | — | ✔ INCLUDED |
FAQs
Do I have to commit long-term?
Nope. Annual Tax Services are one-and-done. Strategic Advisory is pay-as-you-go. White Glove is month-to-month.
How do I know which tier is right?
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Just need your taxes filed, no frills? → Annual Tax Services.
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Have specific questions or projects? → Strategic Advisory.
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Want it all off your plate, year-round? → White Glove.
Ready to cut through the tax fog?
[BOOK A FREE CALL] and let’s figure out the right fit.
not sure what some of this tax jargon mean?
I’m here to help! Click me, I’m a little glossary.
