Actual pricing depends on specific scope of work. Out-of-scope requests are priced separately. Schedule a meeting to discuss your specific situation.
Actual pricing will depend on specific scope of work. Out-of-scope requests are priced separately.
Annual federal, state, and local tax return filing only. Does not include planning consultations, advisory, or implementation.
Annual compliance plus year-round access for proactive planning, projections, and consultations. Covers most ad-hoc requests (e.g., agency notice review, information requests).
Annual federal, state, and local tax return filing only. Tiered-entity, multiple entity, and single beneficial owner scenarios are discounted to reflect efficiency.
Annual compliance plus year-round access for proactive planning, projections, and consultations. Tiered-entity and multiple entity scenarios are discounted to reflect efficiency.
Billed at our hourly market rate unless otherwise agreed to in writing. Includes specialized advisory on IRC § 199A, § 469, § 1031, § 83(b), § 1202, § 1244, QOZs, QSubs, QSST, and ESBT.
Single-tier entity structure; fewer than 2 states; $200,000–$500,000 in annual revenues; fewer than 3 employees; under 100 average monthly transactions; fewer than 3 financial accounts; within the industries our firm serves.
Established small businesses; fewer than 5 states; $500,000–$2,000,000 in annual revenues; fewer than 10 employees; under 250 average monthly transactions; fewer than 5 financial accounts; within the industries our firm serves.
Established businesses with a tiered entity structure; more than 5 states; over $2,000,000 in annual revenues; more than 10 employees; over 250 average monthly transactions; more than 5 financial accounts; within the industries our firm serves.
Note: We review entity structure, business model, annual revenues, number of employees, number of partners/shareholders, states of operation, banking and payments accounts, average monthly transactions, industry, and your specific requests, among other factors, to determine which tier applies and ultimately pricing.
Every engagement begins with a clear understanding of your needs, an honest assessment of mutual fit, and a defined scope of work.