Transparent Pricing for Tax, Accounting, and Advisory
We use fixed-fee pricing based on complexity and workload, not open-ended hourly billing. Use the grid below as a starting point. Final fees are confirmed after a brief fit and scope review.
U.S.-based team. Client data is never sold or offshored.
Choose a lane, then confirm scope
The grid below shows typical platforms by service lane. In a short discovery call, we confirm:
- Fit and service lane (Tax, Business Compliance, Business Advisory, Additional Services)
- Complexity drivers (entity count, states, payroll, AR/AP workflow, reporting needs)
- A clear scope of work and a fixed monthly or fixed-fee price
Platforms and what’s included
Select a lane to view platforms. Final pricing is confirmed after fit and scoping.
Notes on pricing and scope
We keep platforms predictable
- Platforms reflect typical scopes. Final pricing depends on complexity and ownership of workflows.
- Catch-up bookkeeping and large historical cleanup are scoped separately.
- Special projects (systems work, custom automation) are quoted separately unless included.
- Tax resolution/audit representation beyond routine notices is not included unless scoped.
If you tell us what you need, we’ll recommend the correct lane and quote a fixed fee before work begins.
How pricing is finalized
Quick discovery
We gather a brief fact pattern (services, volume, entities, states, systems).
Scope confirmation
We define responsibilities and deliverables so expectations are clear.
Fixed fee proposal
You receive a fixed fee with what’s included, timelines, and onboarding steps.
Want a fixed price for your situation?
Share what you need help with and we’ll reply with scope, timing, and a fixed-fee proposal.
Request Pricing & Scope