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Most accounting firms make you book a call before they will name a price. We publish ours. Answer a few questions about your entity type, revenue, states, rentals and K-1s, and this tool returns a real starting figure on screen. These are the same questions we would ask you on a call, answered in about two minutes.
Most firms will not explain how they price, which makes every quote feel arbitrary. Ours is not. The tool above asks the same questions we would ask you on a call, and each one maps to real work. Here is what moves the figure.
Your entity structure and how the business is taxed. Your filing status. How many state returns you expect to file. How many Schedule K-1s you will receive. How many rental properties you own. Whether you had independent contractor income. Whether you own your home.
Gross revenue last year. How often you need the books updated. How many connected accounts we maintain. Whether you are on a cash or accrual basis. Whether you need inventory tracking.
How many bills you pay each month. Whether you need accounts receivable support, sales tax support, payroll support, or systems integration work alongside it.
How many employees are on payroll. How often you run payroll. How many states you run payroll in. How many 1099 contractors you pay.
Scope and cadence. Senior finance judgment is priced to the rhythm you actually need it, not to a full-time salary.
What structure you are forming, and the elections that go with it.
Pick any combination in the tool above. Most clients start with one and add others as the business grows.
Individual and business returns, filed and planned for.
Proactive strategy work, scoped and quoted to your situation.
Monthly close, reconciliations and financial statements.
Payroll, bill pay, AR, sales tax and the workflows around them.
Senior finance leadership without a full-time hire.
Full-service processing, filings and year-end forms.
Formation, elections and the documents that make it hold up.
Each of those is written up in full if you want the detail before you price it: tax preparation and planning, bookkeeping, CFO and controller services and the R and D tax credit.
Some engagements start with a scoped piece of work before the recurring relationship begins. These are quoted as one-time fees and appear in the tool above when they apply.
One-time fees are excluded from the Best Price Guarantee below.
We publish our pricing instead of negotiating it, so you are not paying more than the next client for the same scope. If you already hold a written quote from another licensed U.S. CPA firm for comparable work at a lower price, we will beat it by 10%.
Prices shown in the tool are starting figures. A fixed quote is issued in writing after we review your documents, and the fee does not move once it is agreed.
The tool gives you a number without a conversation. If you would rather talk through scope first, book a time or send a message. You will be speaking to the CPA who would do the work.
