Tax services pricing, all in one place
See our current tax services pricing on one page: tax preparation, bookkeeping, business formation, tax planning and hourly consulting for individuals and businesses.
Our tax services and starting prices
Our tax services pricing below shows 2026 starting prices. Your final fee depends on your situation, and we confirm it with you before any work begins.
Individual tax preparation
Basic, Advanced and Premium packages for W-2 income, investments, equity compensation, rentals and crypto. Add-ons cover extra states and forms.
Individual pricing →Business tax preparation
Federal and state returns for LLCs, partnerships, S corporations and C corporations. Essentials from $2,450 and Advanced from $4,750.
Business pricing →Bookkeeping
Monthly books and financial statements, priced by your monthly expenses and transaction volume.
Bookkeeping pricing →CFO services
A part-time CFO who analyzes your business performance and turns it into key insights. Plans are billed annually.
CFO pricing →Business formation
Starter, Professional and Premium packages to set up your LLC or corporation the right way.
Formation packages →Tax planning
A review of your current-year taxes and a written plan of tax-saving moves you can act on.
See the tax-saving plan →Start with a tax-saving plan
Find out where you can save this year, with a written plan built around your income, investments and goals.
Tax-Saving Planning Package
A full review of your current-year taxes and a written strategy report, reviewed by our senior tax team.
- Full personal tax review
- Current-year tax calculations and scenario analysis
- Customized tax-saving strategy report
- 30-minute strategy review meeting
Ongoing support is available: after your plan, you can choose year-round help to put it into action, and your $1,000 is credited toward it if you enroll within 30 days of your review meeting. Results depend on your situation. Tax planning does not guarantee a specific tax outcome.
Hourly rates for tax services
For questions and work outside a fixed-fee package. We match your question to the right team member before we start, with a 30-minute minimum per session.
2026 hourly billing rates. See the full rate details.
Getting started is simple
Book a free call
Tell us what you need in a free 15-minute call, and we’ll recommend the right service.
Approve and get started
We confirm your price, and work begins after you approve.
Bookkeeping and payroll software
Sign up through us for free onboarding help with the software our clients use most.
QuickBooks bookkeeping
Keep your books tax-ready in QuickBooks.
- Discounted software pricing when you sign up through us
- Free 1-hour onboarding session
- Already using bookkeeping software? Email us for a free assessment
Gusto payroll
Full-service payroll with tax filings handled for you.
- Automatic federal, state and local payroll tax filings
- Unlimited payroll runs and multi-state support
- Free onboarding and a 30-minute payroll consultation
Why we offer free onboarding
Our software partners pay us for onboarding new clients, which lets us provide these services at no cost. The free help is only available if you sign up through our links. Partner offers are set by the software company and may change.
Not sure which service you need?
Book a free 15-minute call, and a team member will point you in the right direction.
Monday–Friday, 9 am–6 pm Pacific