Transparent, Predictable

No-nonsense Pricing

Individuals

Typical pricing for individual returns is $400 to $1,000. Some are higher, none are less than $400. Prices are based on number of Schedules, complexity of the return and the state of the source documents. Fee includes consultation, preparation and e-filing of your returns. We are available to regular clients for short consultations during the year for no additional fee (limitations apply).

US Expats

Typical US Expat tax returns range from $600 (min) to $2,500 depending on the complexity of the return, sources of foreign revenue, number of foreign financial accounts to report, and direct ownership in foreign companies.

Small Business

Partnerships (1065), S Corps (1120S), and C Corps (1120) returns start at $1,000 and are quoted based on the complexity of the return and underlying accounting structure. Flat fee pricing for business returns includes consultation, tax advisory, and one hour of call time to address any questions you have during the year. Contact us, we’ll discuss your needs and make a firm quote.

Consulting and Planning

Consulting/advisory services are $250/hr. Trey and Mark have broad experience in business consulting, mortgage and consumer finance, individual/small-business tax compliance, planning and dispute resolution and more. Got a problem? Chances are, we can help. Book an appointment and let’s talk.

Billing and Payments

We bill all services to your email address using Square Payments (squareup.com). Invoices are payable online via debit or credit card and are due upon presentment.