Pricing
No hourly billing, and asking questions never costs extra.
Tax Planning & Advisory
Year-round planning that finds savings while the year can still be changed.
What's included
Planning runs on a calendar, not around a deadline. We hold regular check-ins on your current picture, run quarterly projections so estimated payments track reality, and sit down mid-year and at year end to make elections and timing decisions while they are still available. After filing, we walk through the return with you and compare it to last year, so you understand exactly what was filed and what comes next.
How pricing works
Every planning engagement is a fixed price, scoped to your situation and agreed on before work begins. Advice is included rather than metered, so questions never cost extra, and any work beyond the engagement is approved by you first.
Fixed pricing customized to your business
Scoped to your situation, agreed upon before each engagement
Quarterly tax projections
Mid-year and year-end planning sessions
Walkthrough of every filed return
Access to a library of 130+ strategies
Direct access by email, text, or phone
Fixed pricing with no hourly billing
Additional Services
Quoted separately based on what your business actually needs.
Business Tax Preparation
Business tax returns prepared by a CPA firm that plans all year, so the return files what the planning already decided. Partnerships, S corporations, C corporations, and multi-state filings, with the return explained after filing rather than just delivered.
Starting at $1,500
Individual Tax Preparation
Individual returns prepared carefully and explained plainly. We handle business income, rental properties, equity compensation, and multi-state situations where accuracy actually matters.
Starting at $500
Estate, Trust & Nonprofit Tax
Tax returns and compliance for estates, trusts, and nonprofit organizations. We handle the fiduciary filings so trustees, executors, and boards can fulfill their obligations correctly.
Priced per engagement
Tax Notice Resolution
When the IRS or the state sends a letter, we read it, explain what it actually says, and handle the response, from simple notices through examinations, so it gets resolved instead of ignored.
Priced per engagement
Compliance Filings
The filings a business owes all year, handled on schedule. 1099s, W-2s, payroll tax returns, sales tax, business personal property tax, and business licenses, including the county and municipal filings Alabama businesses actually face.
Priced per engagement
Bookkeeping
Monthly bookkeeping held to a CPA firm's standard. Transactions categorized, accounts reconciled, and financial statements ready for tax planning all year.
Starting at $200 per month
Financial Reporting & Analysis
Financial statements read, not just produced: trend and KPI analysis, cash flow visibility, and fixed asset and depreciation schedules maintained, so the numbers turn into information an owner can act on.
Priced per engagement
Bill Pay & Invoicing
We handle your bills and invoices so you can focus on running the business. Bills are tracked and paid on schedule. Invoices go out promptly and payments are matched when they arrive. Everything flows into clean books.
Starting at $100/mo
Payroll & Retirement
Payroll run on schedule with its tax filings handled, and retirement plans coordinated with the tax planning they belong to, from solo plans through the advanced designs high earners use.
Priced per engagement
CFO Advisory
CFO-level oversight for businesses that have the books and the tax filings but nobody analyzing the whole picture. Monthly oversight, KPI and trend review, cash flow forecasting, and a senior perspective when decisions are on the table.
Priced per engagement
What This Gets You
Here is what year-round planning actually means for running your business.
Know Whether You're Profitable
A healthy bank balance feels good until you realize half of it covers next week's payroll and the quarterly estimate you forgot about. Clean books separate what you earned from what's sitting in the account, so you know whether the business is actually profitable.
Tax Planning That Actually Works
Tax planning requires knowing where you stand. When your books are current and accurate, we can project your tax liability, run the numbers on different elections, and make decisions while there's still time to act. When books are a mess, planning is just guessing.
Make Decisions With Real Numbers
Should you hire? Can you afford new equipment? Is it time to raise prices? These questions are a lot easier when you can pull up actual margins and cash flow instead of estimating in your head.
Planning-First Tax & Accounting
The Next Step:
Start a Conversation
We begin with a clear understanding of your business, then define the engagement and establish pricing from the outset.