Every business is unique, and your needs may shift as you grow. That’s why we offer straightforward flat-rate and flat-monthly pricing – so you know exactly what you’re paying for before any work begins.
No hourly billing.
No hidden add-ons.
Just transparent, predictable pricing built around your business.
Want Predictable Support All Year?
Flat monthly advisory gives you proactive planning, ongoing guidance, and clear answers – without hourly billing or surprise invoices.
Ideal for business owners who want ongoing tax and legal guidance throughout the year.
A monthly advisory relationship can include:
Proactive tax planning
Quarterly reviews
Strategic decision-making support
Multi-state guidance
Ongoing questions + email support
Annual tax preparation (optional to include)
Pricing is based on:
Your business structure
Level of support needed
Number of entities or owners
Overall complexity
Each engagement is custom-built – but always transparent.
Why Flat Pricing?
Because you deserve:
Clarity around your costs
Consistency for easier budgeting
Confidence knowing there will be no surprise invoices
Flat pricing allows us to provide thoughtful, high-quality work without the pressure of an hourly clock.
Get Your Books and Return Tax-Ready
If you’re unsure whether your bookkeeping is clean enough for filing—or you want a more accurate return—send us a message and we’ll help you get it on track.
What happens next
We review your message within 1 business day
We may ask for a few basics (entity type, states filed, bookkeeping method)
You’ll get a clear recommendation: tax return prep, bookkeeping oversight, or both
