Pricing
Simple, upfront pricing
Flat fees for real estate investors, small businesses, and families. Pick what fits, then book a call and we’ll confirm your price.
Flat-fee preparation
Tax Returns
Flat-fee tax preparation. Your price is built from what’s actually in your return, and real estate is our specialty.
Individual returnIndividual return
from$230
per return
Form 1040 with one state return included. Single, head of household, or married filing jointly.1040 + one state
With rental propertyWith rentals
from$430
per return
Your 1040 plus your first rental, long- or short-term.1040 + first rental
Self-employed (Schedule C)Self-employed
from$355
per return
Your 1040 plus one simple side business or freelance income.1040 + simple Schedule C
Investments & K‑1sInvestments
from$280
per return
Your 1040 plus stocks and funds your broker reports. K‑1s from a business return we prepare are included.1040 + stocks; our K‑1s included
Starting prices include the base return and one state. The menu below shows what each extra item adds.
Add-on menu
Add what applies to you. Your price is the base return plus what’s in it.
RentalsRentalsfrom $125
- First rental (Schedule E)Long- or short-term$200
- Each additional rental$125
- Each additional short-term rental2nd and later, on top of the $125+$75
- First-year setup for a rental bought this yearLong-term $200 / short-term or furnished $250from $200
- Sold a rentalDepreciation recapture included$325
Self-employed / BusinessSelf-employedfrom $125
- Schedule C, simpleOne business, few 1099s, clean records$125
- Schedule C, moderateHome office, vehicle, several 1099s$200
- Schedule C, complexInventory, employees, 300+ transactionsfrom $300
Investments & K‑1sInvestments & K‑1sfrom $50
- Stocks and funds, broker reports cost basisUp to about 25 lines$50
- Stocks with missing cost basisOr many hand-entered lines$100
- Crypto, under 100 transactionsClean report from your crypto software$75
- Crypto, 100–200 transactionsClean report from your crypto software$150
- Crypto or active trading, 200–1,000 transactions$350
- K‑1 from a business return we prepareYour partnership or S-corp return is done hereIncluded
- K‑1 from another preparerPartnership, S-corp, or syndication$100
- Complex K‑1Basis, at-risk, multi-state$200
Credits & otherCredits & otherfrom $25
- Itemized deductions (Schedule A)$50
- DependentsAny number$25
- Child care or education creditPer form / per student$35
- Additional state returnSimple $50 / complex $75from $50
- City income tax return$50
Partnership / multi-member LLC
from$800
per return
Form 1065. Includes 2 partners, clean books.
S corporation
from$800
per return
Form 1120-S. Includes 1 shareholder, clean books.
C corporation
from$1,000
per return
Form 1120. Clean books; price doesn’t change with the number of owners.
| Service | Price |
|---|---|
| Each additional owner K-1 1065 beyond 2 partners, 1120-S beyond 1 shareholder | $75 per K‑1 |
| Rental property held inside the business (Form 8825) | $125 per property |
| Payroll, multi-state, large depreciation, or other complex business returns | Quoted on a call |
Plan ahead
Tax Planning
Plan before the year ends, not after. Flat fees, never a percentage of your savings.
| Planning Basic$500one-time | Most popularPlanning Plus$1,200per year | Planning Strategicfrom$2,500per year | |
|---|---|---|---|
| Best for | W-2 income, one rental, or a simple side business | Several rentals or a growing business | Short-term rentals, cost segregation candidates, multiple entities, or a big sale |
| Tax projection | One projection | Mid-year projection | Full written plan with scenario modeling |
| Written tax-saving moves | 3–5 moves | Included | Included |
| Meetings | One meeting | Year-end planning meeting | Quarterly check-ins |
| Entity / S-corp review | Not included | Included | Included |
| Estimated tax payment updates | Not included | Included | Included |
| Coordination with your attorney or lender | Not included | Not included | Included |
Real estate planning sessions
Focused one-time sessions for real estate investors.
Real estate tax consultation
About 60 minutes
Short-term rental “loophole” planning session
Before the year starts
1031 exchange discussion
Before you sell
Real estate entity / structure review
How your properties are held; review only
Cost segregation review
Per property. Is a study worth it?
Catch-up depreciation for a cost seg look-back
Per property (Form 3115)
For real estate investors
Real Estate Bookkeeping
Bookkeeping built for landlords and investors. Your books stay Schedule E-ready all year, so tax time is simple.
| RE Basicsfrom$250per month, first property | Most popularRE Plusfrom$350per month, first property | RE Profrom$450per month, first property | |
|---|---|---|---|
| Rent and expense categorizing | Included | Included | Included |
| Bank reconciliation | Included | Included | Included |
| Annual profit & loss by property | Included | Included | Included |
| Schedule E-ready year-end package | Included | Included | Included |
| Monthly profit & loss per building | Not included | Included | Included |
| Unit-level rent tracking on your rent roll | Not included | Included | Included |
| Mortgage and escrow splits | Not included | Included | Included |
| Security deposit tracking | Not included | Included | Included |
| Rent roll tie-out | Not included | Not included | Included |
| Depreciation and capital-improvement tracking | Not included | Not included | Included |
| Multiple entities or owners | Not included | Not included | Included |
| Quarterly review calls | Not included | Not included | Included |
| Each additional property | +$100–$150/mo | +$125–$200/mo | +$150–$250/mo |
| Extra units in the same building | +$25–$75/unit/mo | +$35–$80/unit/mo | +$45–$100/unit/mo |
The more units in one building, the lower the per-unit rate.
+$75/mo per short-term rental unit for your first 4 STR units, then +$50/mo per STR unit after that.
See per-property rates and examples
Per-property and per-unit rates
| Added each month | RE Basics | RE Plus | RE Pro |
|---|---|---|---|
| Each additional property, properties 2–4 | +$150 | +$200 | +$250 |
| Each additional property, 5th and beyond | +$100 | +$125 | +$150 |
| Extra units in the same building, units 2–4 per unit | +$75 | +$80 | +$100 |
| Extra units in the same building, units 5–8 per unit | +$50 | +$55 | +$80 |
| Extra units in the same building, units 9+ per unit | +$25 | +$35 | +$45 |
Example monthly prices
| Example (per month) | RE Basics | RE Plus | RE Pro |
|---|---|---|---|
| Duplex (2 units, 1 building) | $325 | $430 | $550 |
| 4-plex | $475 | $590 | $750 |
| 5 separate single-family homes | $800 | $1,075 | $1,350 |
| 1 short-term rental home | $325 | $425 | $525 |
Examples are calculated from the rates above.
Small business
Business Bookkeeping
Monthly bookkeeping for small businesses, with clean books and clear reports you can actually use.
| Basicsfrom$300per month | Most popularPlusfrom$375per month | Advancedfrom$525per month | Profrom$675per month | |
|---|---|---|---|---|
| General ledger accounting | Included | Included | Included | Included |
| Financial statements | Quarterly | Monthly | Monthly | Monthly |
| Bank & credit card reconciliations | Up to 3 accounts | Up to 5 accounts | Up to 8 accounts | Up to 12 accounts |
| Adjusting entries | Annual | Annual | Quarterly | Monthly |
| Vendor setup | Included | Included | Included | Included |
| Chart of accounts management | Included | Included | Included | Included |
| Asset tracking | Not included | Included | Included | Included |
| Category tracking (e.g., sales for commissions) | Not included | Included | Included | Included |
| 1099 preparation | Not included | Included | Included | Included |
| Accounts payable & bill pay | Not included | Not included | Included | Included |
| Accounts receivable management | Not included | Not included | Included | Included |
| Monthly cash-flow report | Not included | Not included | Included | Included |
| Quarterly financial statement analysis | Not included | Not included | Included | Included |
| Quarterly financial review meetings | Not included | Not included | Not included | Included |
| Sales and cost-of-services analysis | Not included | Not included | Not included | Included |
Multiple entities: Quoted on a call
See bookkeeping add-ons
| Service | Price |
|---|---|
| Extra bank or credit card account (beyond your tier’s limit) | $15 per account/mo |
| Catch-up / cleanup bookkeeping | Your monthly rate for each month behind |
| QuickBooks Online setup Chart of accounts, bank feeds, opening balances | from $650 one-time |
| Already keep your own books? Monthly close + financial statements Business or real estate | $350/mo |
Advisory
Fractional CFO
CFO-level guidance without a full-time CFO salary.
Starter
from$1,000
per month
- For businesses with revenue under $1M
- Monthly report
- Cash-flow forecast
- Budget vs. actual
- Quarterly call
Bookkeeping is billed separately (see Business Bookkeeping).
Larger businesses & one-time projects
Over $1M revenue, or a one-time project like a financial model, lender package, or capital raise.
Get started right
Business Formation
Start your business or rental LLC on the right foot.
LLC formation
$350
one-time + state fees
Articles, EIN, operating agreement template.
S-corp election
$350
one-time
Form 2553 filed on time, with reasonable-salary guidance.
Late S-corp election relief
+$200
one-time
Added to the S-corp election.
Entity choice analysis
$600
one-time
Written memo: LLC vs. S-corp vs. C-corp.
Questions
Why “from” prices?
Every situation is a little different. These are honest starting points. After a short call we’ll give you a firm quote before any work begins.
Do you charge a percentage of my tax savings?
No. We charge flat fees only, never a percentage of what you save.
I own rentals. Is this for me?
Yes. Real estate investors are our focus, from your first rental to a portfolio of short-term rentals.
What if I need something not listed?
Book a call and tell us about it. We’ll quote it on the call.
Not sure which tier fits?
Book a free call and we’ll help you pick.
Book a CallPrices are starting points; final quote after a short call.
QuickBooks Online subscription is not included in any bookkeeping tier.