I run a boutique CPA firm that focuses on Tax-Filing, bookkeeping services, CFO, high-level tax planning, and IRS disputes for small business owners making $250k+ a year, ex: real-estate investors, entrepreneurs, and healthcare professionals. I don’t just prepare taxes, I show clients their real savings in dollars and help them avoid costly mistakes.
PRICING:
I recommend an ongoing, month-to-month advisory package rather than one-time engagement
Why?
Because real tax savings and business growth come from consistent planning, frequent check-ins, and an adaptive strategy, not a single meeting once a year.
Bookkeeping: Starts from $550/month depends on the amount of transactions & time required (we use QBO). Payroll will be at an additional charge.
S-Corp/C-Corp/Partnerships Tax Preparation: $2,000+ Depends on complexity & time.
Schedule C/Sole Proprietor Tax Preparation: Starts at $1,000+ Depends on complexity & time.
Personal tax return & Corporate together: $2,700-$3,000.
Tax Planning & Savings: Depends on the time, complexity, and value
IRS Representation: Retainer fee covering estimated hours of work, hourly rate afterward
Fractional CFO: Starts from $2,000/month depending on time and complexity
We are not a typical CPA firm as we work on a quality basis not quantity, our clients are well-taken care of directly by the CPA not the associates when it comes to year around tax-saving strategical advisory and open line of communication.
