Fees

Pricing Philosophy

Our clients deserve certainty in service, relationship and pricing. 

We provide services of significant value and superior quality, with an operating model focused on servicing our clients.  We deliver these services in the form of financial statements, analysis, opinions, pathways, tax returns, compliance filings, reports, meetings, texts, emails and phone calls.  

While there will always be a place for billable hour pricing in our profession, we find it a somewhat archaic system.  At our firm, we subscribe to a belief that compensation based on billable hours is problematic and a detrimental incentive, whereas, the success of the firm is measured on the number of hours worked rather than the number of problems solved for clients.  We focus on what matters, you:  listening, understanding, solving  and communicating -  without the specter of a timer or a ticking time-clock.  We never want our clients to feel they have to rush through a meeting or a phone call in fear of a looming invoice or bill.  If you call, e-mail or text our firm with a general question that we can quickly answer, we consider this a courtesy; in fact, these interactions are a fundamental part of our ongoing relationship. 

It is NOT our model or philosophy to "sell-time" or "generate billable hours."

Individual Return with one State (Form 1040)   Minimum fee - $950.

Fees are based on the complexity of the return, the time required to complete the tax return and the completeness of the documentation provided by the taxpayer.  Typical fee range for individual income tax returns is $950 to $5,000

Example of a minimum fee return:  approximately five (5) formal tax documents such as form W-2(s), 1098 interest statement, 1099-INT and1099-SSA;  organized, itemized/Schedule A deductions, one state return.  

Additions to the minimum fee:    Activities captured in forms such as 1099 brokerage statements, K-1s, Sch E/rental properties, small business/schedule C items, sale of your primary residence, etc. would incur fees in addition to the base fee of $950.  Depending on the complexity of a particular situation or additional services required, fees could increase materially above the minimum stated fee.

The minimum fee for Individual income tax returns for the child of a client who is claimed as a dependent on their parent’s return is $325. 

Entity tax preparation

Business Entity (Form 1065, 1120, 1120S)  Starting at $1,850 (average range $1,850 to $5,000 for standalone business tax returns); first year clients may incur a setup-fee. Setup fees typically range between $250 to $1,500 depending on the quality of underlying financial records and data. 

Estate (Form 706)  Starting at $3,000 (average range is $3,000 to $6,000)

Trust (Form 1041)  Starting at $2,000 (average range $2,000 to $5,000)

Tax Exempt Organization (Form 990) Starting at $2,000 (average range $2,000 to $5,000)

Gift tax preparation

Gift (Form 709) Starting at $1,000 (average range is $1,000 to $2,000)

Financial Statement Services

Prepared Financial Statements (Non-attest service) Starting at $500 per month, this fee is in addition to any bookkeeping, accounting or clean-up services that is required and performed by our firm.  No assurance is provided for prepared statements.

Compiled Financial Statements (Compilation) Starting at $2,500 (average range $2,500 to $5,000).  Compiled financial statements will include a report letter from our firm. 

Reviewed Financial Statements (Review - higher level of assurance than Compilation)  Starting at $5,000 (range is  $5,000 to $12,500). Reviewed financial statements will include a report letter from our firm. 

Accounting & Advisory Services

Custom, tailored fee-structure, based on collaborative consultation between our firm and your organization. From basic bookkeeping up to and including fully-outsourced accounting service, planning and analysis as well as fractional CFO & Controllership resources.

Hourly Rates

Member CPA:  $400 per hour

CPAs/MBAs/EAs:  $225 per hour - $375 per hour

Non-credentialed accounting, tax and financial staff:  $125 per hour - $200 per hour

Bookkeeping & Admin Services:  $75 per hour - $95 per hour

(as we said in the page introduction, 'there will always be a place for billable hours in our profession,' some engagements may require or lend themselves to per hour billing depending on the nature and scope of work)

Navigating accounting, tax advisory and financial service providers along with their prices and fee structures can be a daunting endeavor! Financial planners, accountants, CPAs, EAs, bankers, robo-advisors... the list is endless.  In this crowded space of advisors, we truly appreciate that you have chosen to entrust us with your care.

Although our fees are intended to be non-negotiable, we are happy to address any concerns you may have regarding our pricing. 

The fees on our "Fees & Pricing" page are set for the year ending October 15, 2026 (10/16/2025 through 10/15/2026).

Some clients may experience increased above our listed prices depending on the quality, organization and availability of requested and required information. 

If you have any questions, please do not hesitate to contact us at anytime.