Monthly Support that Grows With You

We offer ongoing monthly subscriptions who need support and education year round. Our monthly packages start at the base pricing and prices may vary depending on your business type, income, complexity and number of bank accounts.
We are happy to offer a safe, boutique experience with real humans.

All subscriptions require a 6-month minimum commitment. Schedule a 15-minute onboarding call to find your best fit. 

Core
Starting at $100 per month

Includes:

✔ Coming Soon: Access to our private Notion community with curated resources, guides, and a creator-friendly directory - launching August 1

✔ Access to our Client Portal for quick questions, write-off support, and deadline reminders

Plus
Starting at $350 per month

For small business owners who need tax prep and bookkeeping support

Includes:

✔ Everything in Core

✔ Monthly bookkeeping in QuickBooks Online

✔ Organized and up-to-date financial records

✔ 1040 tax preparation 

Pro
Starting at $575 per month

For entrepreneurs who want full-service support for both personal and business taxes

Includes:

✔ Everything in Plus

✔ Business tax return (LLC, S-Corp, or partnership)

✔ Ongoing tax advice all year


✔ LLC formation and compliance support 

Elite
Starting at $1,500 per month

For high-earners who want white-glove financial care

Includes:

✔ Everything in Pro

✔ 1:1 consultations with a Certified Financial Planner

✔ Quarterly tax estimate calculations and tax planning 

Take your financial from chaos to clarity. Book a consultation to get started!

Other Services

  • This includes preparing your federal and state returns, ensuring accurate deductions and credits, and filing the necessary schedules for business income or partnerships.
    Additional considerations, like multiple state filings, complex income sources, or unique deductions, may impact the final price. See above for details on pricing.

  • Our 1x QBO setup covers everything you need to get started. This includes setting up your chart of accounts, linking your bank accounts and credit cards, and customizing invoices to match your business branding. We recommend scheduling a 15-minute consultation to discuss how we can best support you.

    Cost: $250

  • Our bookkeeping services are designed to make income and expense tracking stress-free. Pricing depends on factors like the number of transactions, how many bank / credit card accounts and the complexity of your business. 

    To get a customized quote and see how we can best support you please set up a bookkeeping call.

    Cost: Starting at $250 per month for monthly or $1,500 for annual clean up 

  • This includes preparing and filing the Articles of Organization, obtaining your EIN, and creating an operating agreement tailored to your business. Additional considerations, such as multi-state registration or expedited filing, may affect the overall cost. 

    Cost: $400 + State fees
    *State formation fees vary

  • This includes providing registered agent services, handling your annual LLC renewal, and managing mail services to ensure your business remains compliant and up to date.

    Cost: $50 per month

    *Fees may vary based on state and the number of states your LLC is registered in.

  • Our tax planning services are designed to proactively optimize your financial strategy. We’ll help with quarterly tax estimates, business structure advice, and strategic planning for upcoming financial events.

    Cost: $175 per hour

  • If you've received a notice from the IRS or your state tax authority, our tax notice resolution services are here to help. We’ll review the notice, explain what it means, and work with you to resolve the issue, whether it's an underpayment, missing documentation, or another compliance matter. Depending on the complexity, such as audits or multi-state issues, the process may vary.

    Cost: $175 per hour

  • Our BOI report service ensures you're fully compliant with the latest regulations on reporting beneficial ownership information for your business. We’ll assist with gathering the required details, completing the necessary forms, and submitting your BOI report directly to FinCEN.

    Cost: $150 per LLC

  • Our salary calculation service for S corp owners ensures you’re paying yourself a reasonable salary that meets IRS guidelines. We’ll help determine the right salary based on your business income, industry standards, and other relevant factors to keep you compliant and optimize your tax situation.

    Cost: $300 per owner

  • Our S Election filing service helps you transition your business to an S corp status to take advantage of potential tax benefits. To determine if the S Election is the right choice for your business, we recommend scheduling a 15-minute consultation to discuss your options and ensure a smooth filing process.

    Cost: $300

  • Make sure you're staying on track with your quarterly payments to avoid penalties and surprises at tax time. We’ll calculate what you owe based on your income, deductions, and projected earnings, making adjustments as needed throughout the year.

    Cost: $150 per quarter

  • Need quick advice, specific guidance or want to pick our brain? Book a 5-minute, 15-minute, or 25-minute with Katherine directly here (10-minute call included with all tax preparation services).

Tailored Services

We proudly offer personalized solutions for both our À la carte and Subscription clients.

Our À la carte clients are individuals who typically work with us for one-time services, like annual tax return prep or LLC formation.

For personal tax returns, our base price starts at $400, which covers single W-2 employee in one filing state. All tax preparation includes a 10-minute consultation with Katherine.

Here's a quick breakdown to help you understand our pricing:

  • Filing with a spouse: +$75

  • State tax return: +$75 (one state included in base price)

  • Business or 1099: +$250 for each Schedule C

  • K-1: +$50

  • 1099 Composite: +$75

  • Higher Income Level: +$300

  • Split Allocation: +$75

  • Rental Property: +$250 each

  • Home Sale Reporting: +$75

  • Sold cryptocurrency: +$125

  • Sold stock: +$125

  • Income/Expenses tracker cleanup: +$150

  • Tax return extension filing: +$250

Business tax returns start at $1,200 for Partnerships, S-Corporations, and C-Corporations. Pricing may vary based on income level, complexity, and the number of owners.

If you need more encompassing support you can work with us on a monthly subscription. These are perfect for individuals who want a full suite of services, including monthly bookkeeping and quarterly tax planning strategies. Our subscriptions are designed to meet all kinds of financial needs, making the go-to option for those seeking an all-in-one solution for managing their finances.