THE ONLY CONSULTANTWELCOME TO
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.
Is a monthly subscription service right for me?
You´re a great fit for the program if you...
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Want year-round tax and business support, not just help during tax season
Are ready to build financial systems, stay organized, and learn along the way
Value having a go-to team you can message anytime with questions (judgment-free, always)
Umm, this might not be for you if you are not...
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Willing to commit to at least 6 months of working with us
Open to sharing accurate and complete financial information (transparency is key!)
Interested in ongoing communication and sticking to deadlines for a stress-free experience
The Packages
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The Packages /
BASIC PACKAGE
$350+/mo
✔ Access to our Client Portal for quick questions, write-off support, and deadline reminders
✔ Monthly bookkeeping in QuickBooks Online
✔ Organized and up-to-date financial records
✔ 1040 tax preparation
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PREMIUM PACKAGE
$575+/mo
✔ Everything in Basic
✔ Business tax return (LLC, S-Corp, or partnership)
✔ Ongoing tax advice all year
✔ LLC formation and compliance support
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VIP PACKAGE
$1500+/mo
✔ Everything in Premium
✔ 1:1 consultations with a Certified Financial Planner
✔ Quarterly tax estimate calculations and tax planning
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For when you just need one-time assistance
For personal tax returns, our base price starts at $400 for a single W-2 employee in one filing state.
Self-employed tax returns start at $650 and include one state filing.
Partnership and S Corp returns start at $1,200 with one state filing.
Every tax preparation package comes with a 10-minute consultation with Katherine, which you can use either before or after your return is prepared (but not during the year for ongoing tax planning).
Final pricing may vary based on your unique situation. See list to the right for potential up charge reasons.
Additional Services
Tax Planning & Consulting: $250/hour
Legal/Entity Support: $250/hour
Tax Prep RSVP Deposit: $200 (applied toward your return)
Potential Reasons for Up charge Beyond Base Pricing
Filing with a spouse
State tax return
Business or 1099
K-1
1099 Composite
Higher Income Level
Split Allocation
Rental Property
Sold cryptocurrency
Sold stock
Partnerships
S-Corporations
C-Corporations