What I Offer
100% virtual. Transparent pricing. Serving individuals, small businesses, and nonprofits.
Tax Preparation
For individuals, business entities, and nonprofits. All work is done virtually through a secure client portal.
Collect and upload your documents through a secure online portal.
I prepare your returns and reach out with any questions.
Review, approve, and pay online. Your returns are filed securely.
I offer three service tiers for individual tax preparation, each covering your federal and state return along with year-round access to me beyond the filing season. You'll select the tier that fits your needs and pay your fee upfront when you sign your engagement letter. Any additional schedules or complexity factors identified during preparation are billed separately before filing — you'll always receive a clear breakdown before any additional charges are due.
| Service tier | Essential | Standard Most popular |
Premium |
|---|---|---|---|
$350 per year |
$500 per year
|
$700 per year |
|
| Return preparation | |||
| Federal + state return preparationAdditional schedules, states, and municipal returns are add-ons — see below | |||
| Wrap-up call upon filing | — | ||
| Access & communication | |||
| Secure client portal | |||
| Text / email access | |||
| Response time guarantee | 2 business days | 1 business day | within 24 hrs |
| Video / phone call accessAdditional calls available as an add-on — see below | — | 1 included | unlimited |
| Year-round support | |||
| IRS / state notice response | |||
| Generic estimated payment reminders | |||
| Specific estimated payment calculations, upon request | — | ||
| Mid-year tax planning check-in | — | — | |
| Priority scheduling | — | — |
| Add-on service | Fee |
|---|---|
| Schedules | |
| Schedule C | $100 |
| Waived if single 1099-NEC, no expenses, no other business activity | |
| Schedule E per property | $75 |
| Waived if single royalty 1099-MISC, no expenses | |
| Schedule D — simple | $50 |
| Consolidated 1099, standard sales, one or two custodians | |
| Schedule D — complex | $125 |
| Wash sales, RSUs, ESPP, multiple custodians | |
| Schedule D — crypto / high volume | quoted individually |
| K-1 per form | $50 |
| Additional returns | |
| Additional state return | $100 |
| The first state return is included at no additional cost | |
| Municipal return per return | $50 |
| Amended return — original filed by me | $75 |
| Applies when an amendment is needed due to updated, corrected, or previously unavailable tax documents | |
| Amended return — original filed elsewhere | $125 |
| Simple amendments only; complex situations quoted individually | |
| Other | |
| Additional video / phone call 30 min | $50 |
| Late document submission | $145 |
| Applies to documents received after the annual document deadline, as specified in the engagement letter | |
Serving partnerships (Form 1065), S-corporations (Form 1120-S), and trusts (Form 1041). You'll select the service tier that fits your needs and pay your tier fee upfront when you sign your engagement letter. Any additional schedules or complexity factors identified during preparation are billed separately before filing — you'll always receive a clear breakdown before any additional charges are due.
| Service tier | Standard | Premium |
|---|---|---|
$1,000 per year |
$1,400 per year |
|
| Return preparation | ||
| Federal + state + municipal return | ||
| Schedule K-1 preparation (all partners / shareholders / beneficiaries) | ||
| Wrap-up call upon filing | ||
| Access & communication | ||
| Secure client portal | ||
| Text / email access | ||
| Response time guarantee | 1 business day | within 24 hrs |
| Video / phone call accessAdditional calls available as an add-on — see below | 1 included | unlimited |
| Year-round support | ||
| IRS / state notice response | ||
| Generic estimated payment reminders | ||
| Specific estimated payment calculations, upon request | — | |
| Mid-year planning check-in | — | |
| Year-end tax planning and distribution strategy | — | |
| Priority scheduling | — | |
| Add-on service | Fee |
|---|---|
| Additional returns | |
| Additional state return | $175 |
| First state included at no cost | |
| Additional municipal return | $100 |
| First municipal return included at no cost | |
| Amended return — original filed by me | $150 |
| Applies when an amendment is needed due to updated, corrected, or previously unavailable information | |
| Amended return — original filed elsewhere | $250 |
| Simple amendments only; complex situations quoted individually | |
| Other | |
| Additional video / phone call 30 min | $50 |
| Custom pricing factors | quoted individually |
| See note above for examples of factors that may apply | |
| Late document submission | $145 |
| Applies to documents received after the annual document deadline, as specified in the engagement letter | |
Bookkeeping & Payroll
So you can focus on your work.
| Service | Rate |
|---|---|
| One-off services | |
| Books cleanup / catch-up | $150/hr |
| Useful when books need to be cleaned up before tax time, for a bank, or for an annual checkup. May include financial report preparation. | |
| Monthly packages | |
| Monthly reconciliation | $200/mo |
| For businesses comfortable with day-to-day transaction coding that need help with month-end reconciliations and financial reporting. Billed on a 12-month plan. | |
| Full-service — light | $450/mo |
| Up to 75 transactions/month. Includes weekly transaction coding, month-end close, and financial reporting. Billed on a 12-month plan. | |
| Full-service — moderate | $750/mo |
| 75–200 transactions/month. Includes weekly transaction coding, month-end close, and financial reporting. Billed on a 12-month plan. | |
| Full-service — high volume | quoted individually |
| For businesses with more than 200 transactions per month. | |
A note on software: All bookkeeping services require QuickBooks Online. New clients receive an ongoing discount off list price when I set up your QuickBooks Online subscription.
A note on financial statements: Reporting services use QuickBooks Online's built-in functionality. Resulting financial statements are not subjected to an audit, review, or compilation engagement, and I do not express an opinion, conclusion, or any assurance on them.
Use the estimator below to calculate your monthly service fee. Paper checks incur an additional $3/check fee added to the monthly bill.
A note on software costs: This estimate reflects my service fee only. QuickBooks Online Payroll is billed separately at cost — either passed through to you directly, or charged at my accountant rate if I hold the subscription on your behalf. Your actual total will depend on your software arrangement.
This estimate does not include applicable state and local taxes on payroll services. Final pricing is confirmed in your engagement letter.
Consulting
Have questions about taxes, accounting, or the financial implications of a business decision? Whether you're a small business owner, a nonprofit ED navigating compliance questions, or an individual facing a complex situation — I'm here to help you think it through.
| Service | Rate |
|---|---|
| Initial consultation | Free |
| One-off or ongoing advisory | $125/hr |
| QuickBooks Online implementation | $150/hr |