PRICE TRANSPARENCY *
2025 RATE | $285/hr.
Clients without a Subscription AFTER hours:
After 5 PM and Weekends - $325/Hour
Tax Problem Services - $325/Hour
SUBSCRIBE & SAVE *
10% Discount - $150/Mo.
15% Discount - $300/Mo.
25% Discount - $650/Mo.
30% Discount - $1000/Mo.

Which Level is Designed for Your Projects?*
10% Discount
1040 Only Plan
Designed for basic, 1040 tax clients without a business or additional complexity or tax problems.
$150/Mo.
15% Discount
Sch. C / Sm. Biz Plan
Designed for clients with 1 small business/rental with limited books/prof. & advisory services.
$300/Mo.
25% Discount
Strategic Plan
Designed for businesses with accounting/payroll/prof. services & advisory services.
$650/Mo.
30% Discount
Top Tier Plan
Designed for complex projects with accounting/payroll/prof. services & advisory/tax problem services.
$1,000/Mo.
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Subscriptions are NOT a flat fee. It is a guaranteed 'bulk' discount for committing to a level of services to be performed.
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Hours needed and/or used can vary significantly from month to month to serve client needs.
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​Subscriptions and estimates are not a guarantee of time needed to complete engaged tasks.
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If hours are less than the monthly subscription cost, any remaining funds will roll-forward until used.
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If hours exceed the monthly subscription cost, and any rolled-over funds have been utilized, an invoice will be issued reflecting the additional time at the subscription discounted rate.
* DISCLAIMER OF GUARANTEE: FIRM does not represent Clients on a fixed-fee basis, and it is impossible to determine in advance the amount of time that will be required to perform services for Client. Many parties including but not limited to the client and its staff such as, vendors and contractors, government agencies, or other third parties related to the Client’s business may engage in conduct which is unforeseen, beyond FIRM's control, and which shall require FIRM to expend additional time and/or to incur additional costs not initially considered. All fee and cost-estimates, including any estimate of the total sum of fees and costs to be incurred by Client, are merely estimates. Nothing in this Agreement and nothing in FIRM's communications with Client shall be construed as FIRM's promise or guarantee concerning the total fees or costs to be incurred. FIRM makes no such promises or guarantees, nor can FIRM withdraw or cease performing services in some instances as there are instances where doing so might be inconsistent with regulation. Comments or discussions about what usual and customary costs for similar projects or clients are expressions of opinion only.
* Good Faith Deposits MAY BE REQUIRED for clients with tax problems/compliance issues.
Good Faith Deposit: Similar to a security deposit, this money is usually non-refundable and is held indefinitely. It is only applied to the final invoice if:
1. Client has no unpaid invoices &
2. ​Client signs a waiver stating we completed the engagement in full.
For example, if there are back tax returns not filed, an up-front deposit is often requested before we can begin.
Engagement Agreement(s): The Document(s) signed by a Client where the Firm's type of work (scope of duties) and responsibilities are agreed upon when the Firm is Accepting a Client's work.

PREDICTING COSTS
Our Subscription Pricing
Estimate of hours to complete your project(s): We do our best to signal up-front and throughout the engagement about costs. Our website ALWAYS HAS OUR PRICING on it. When you sign your engagement, the hours included in your subscription don't expire, they roll forward the next year if unused. New clients may need more hours than what they originally subscribed for when unexpected new issues arise.
If more time is needed - special projects: Either you can change to a higher subscription to receive the best hourly rate, or the discount of that subscription level applies to the our regular rate.
Will your work require upfront fees or other deposit? Special projects usually mean staff swings into action for a period of days or weeks putting in 'extra time' AND we will send you an estimate. We may require additional up-front costs or deposits for these one-and-done type special events. The subscription is designed to cover predictable, recurring work such as monthly books, payroll etc. not one-time catch-up such as an unfiled payroll return, an amendment etc. that can pop up and need immediate action.
How to keep costs lower? Pick the right subscription plan to begin with. There isn't anything to lose, unused hours roll over to the next year.