Pricing + Services

 
 

Financial planning services and Consultations starting at $225/hour.

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As always, we provide sliding scale fees for immigrants, Queer, Trans, Black, Indigenous, and People of Color (QTBIPOC).

 

Tax Preparation

Corporation: Starting at $650 — All Tax Returns we prepare come with business and tax advice. We discuss options to lower your tax liability and increase your net income. As well as short strategies for the following year. We talk about your financial goals and how to use your corporation to get there. Optimizing your Tax Return is our priority!

Personal: starting at $225 — We only prepare Personal Tax Returns if it is attached to a business return.

Financial Planning Consultation

$225 — Each financial planning consultation is tailored to your specific needs. Topics can include but are not limited to:

  • Retirement Planning

  • Budgeting & smart planning

  • Debt Reduction

  • Education/College Funding

  • Tax Planning

Business Consultation

$225/hr — Business consultations are personalized for your business requirements! They can include activities such as, but not limited to:

  • Brain dumps, Where to start., etc.

  • Payroll Set-up and questions

  • Tax Planning

  • End of Year Projection

  • Building a Profit & Loss Statement

Incorporation Services

Starting at: $750 We take care of all the paperwork needed to make sure you are incorporated and in good standing with the state and the IRS. We prepare all of your corporate documents, bank packet and if purchased your corporate book. Each incorporation comes with an additional incorporation consultation in which we teach you how to run your corporation properly and build your P&L. Each consultation is tailored to your specific needs and industry.

Bookkeeping

Monthly Fee’s range from $250 - $550+. Depending on needs and complexity.

$65/hour — for one-off’s.

 As an accountant who has worked for many million dollar companies, I know the in’s and out’s of managing your small business’ books. Not only does proper bookkeeping come in handy during tax season, but it can be a powerful tool to track your expenses, notice trends and maximize profits.

I can do as in-depth or simple as you need! I can also help you build your Profit and Loss statement for your tax appointment.

If you are in need of services but cannot financially afford them, Please contact me!