Thoughtful pricing, clearly explained

Good Numbers Start With Clear Expectations.

No one likes surprise fees. Our published rates are starting points; we'll review your needs and outline the services and estimated cost before work begins.

Tax preparation

Let's Talk Taxes.

Every return is different. Here's where pricing begins—and how we'll arrive at a quote that fits your situation.

For individuals

Individual Tax Preparation

$250 starting at / return

For a straightforward individual return with wage income only and the standard deduction. Starting pricing includes a federal return and one North Carolina resident return.

Additional fees apply for all applicable additional forms, schedules, income sources, state returns, itemized deductions, credits requiring extra preparation, and other services.

For a more accurate quote, we'll review your prior-year return and discuss what's different this year. If new information changes the scope, we'll discuss any fee adjustment before proceeding.

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For businesses

Business Tax Preparation

Custom Quote

Business tax preparation depends on your entity type, filing requirements, the condition of your records, and the complexity of your return.

We'll discuss your business and review relevant prior-year filings and current-year changes before preparing an estimate. Additional forms, states, schedules, and related work are priced according to scope.

Discuss Your Business →

Monthly bookkeeping

Good Books. Better Business.

Three starting points, tailored to the actual work behind your books. Your recommended service level is based on your records and business activity—not simply your industry or preferred price.

01 / Essentials

Keep It Simple.

$250 / month

Starting at · Lower complexity

For side businesses, solo operators, and very small operations with minimal monthly transactions, few financial accounts, and simple reconciliation needs.

Intended for genuinely low-activity businesses—not typical daily retail operations.

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02 / Growth

More Moving Parts.

$350 / month

Starting at · Moderate complexity

The starting point for active businesses with regular day-to-day sales and expenses, including qualifying gas stations, convenience stores, salons, and other retail or service operations.

A typical starting point—not a guaranteed price—for businesses with ongoing daily activity.

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03 / Established

The Bigger Picture.

$450 / month

Starting at · Higher complexity

For businesses with higher transaction activity, multiple revenue streams, or more complex reconciliation and recordkeeping needs.

Complex or multi-location operations may require a custom quote above this starting rate.

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How is my bookkeeping package determined?

We'll review your transaction volume, number of financial accounts, revenue sources, reconciliation requirements, and overall complexity. After understanding the work involved, our firm determines the appropriate package and provides a personalized quote.

Historical cleanup, catch-up bookkeeping, payroll, 1099 preparation, QuickBooks setup, and work outside the agreed monthly scope are quoted separately. If the volume or complexity of your books changes materially, we'll discuss a revised scope and fee with you in advance.

Beyond the basics

Need Something a Little Different?

Some projects need their own plan. We'll talk through the details before quoting the work.

Tax Planning & Amendments

Estimated tax planning, amended returns, and more involved filing situations are priced separately based on scope.

Bookkeeping & Business Add-Ons

Cleanup, catch-up, QuickBooks setup, 1099 preparation, and available payroll-related support are quoted separately.

Pricing disclosure. All prices shown are starting rates for standard services and are for general information only—not binding quotes. Final fees depend on the nature and complexity of the work, transaction volume, number of accounts, quality of records, filing requirements, and any additional forms, schedules, states, or services. Additional work is subject to additional fees. We will review the anticipated scope and provide a personalized estimate and engagement terms before work begins; changes to scope or fees will be discussed before additional work proceeds.

Good accounting starts with a good conversation

Let's Find the Right Fit.

Tell us a little about your tax situation or business. We'll review what you need, explain the next steps, and put together a quote based on the work involved.