Pricing

Honest pricing. No surprise invoices.

You'll know exactly what you're paying before any work begins — and the fee won't jump because you texted us a question in July.

Just My Taxes

From $325per return

For individuals, families, and simple side hustles.

You want your 1040 done right, by a real human, without becoming a 'project.' We've got you.

What's included

  • Personal federal & state return
  • W‑2, 1099, investment & rental income
  • Itemized deductions if it helps
  • E‑file with confirmation
  • Quick year‑round questions included
  • Notice support if the IRS comes knocking

Not included

  • Business bookkeeping
  • Payroll
  • Quarterly advisory calls
Most popular

Small Business

$495/ month

For business owners who want it handled — and explained.

Owner‑operators of LLCs and S‑corps who want monthly bookkeeping, a real tax strategy, and a team that actually picks up the phone.

What's included

  • Monthly bookkeeping in QuickBooks Online
  • Monthly P&L and balance sheet
  • Annual business tax return
  • Annual personal tax return (owner)
  • Year‑end tax planning conversation
  • Payroll for up to 5 employees
  • 1099 prep & filing
  • Direct phone & email access year‑round

Not included

  • Multi‑entity consolidation

Growing Business

From $1,200/ month

For teams, multiple entities, and serious growth plans.

Established businesses with team, complexity, or multiple entities who want a true outsourced finance partner — not just a tax preparer.

What's included

  • Everything in Small Business
  • Multi‑entity bookkeeping & returns
  • Quarterly business review meetings
  • Custom KPI & cash flow dashboards
  • Hiring, growth & investment planning
  • Larger payroll & multi‑state filings
  • Coordination with attorneys & advisors
  • Priority response & turnaround

Final fees are confirmed in writing after a quick discovery call. Complex situations (multi‑state, prior‑year cleanup, multiple entities) are quoted individually — and we'll always show our math.

How pricing works

You're paying for your tax person — not their stopwatch.

Hourly billing punishes you for asking questions. Flat fees do the opposite — call, text, ask away. That's literally what the fee covers.

Flat fees, quoted up front

Before any work starts, you get a real number in writing. No hourly meters, no surprise invoices, and no charging you to ask a question.

Priced for the outcome

What matters isn't how long it took — it's that your books are clean, your taxes are optimized, and someone friendly answers when you call.

Predictable year to year

Pricing only changes when your business meaningfully changes. Otherwise, what you pay this year is what you pay next year. Boring on purpose.

One firm, one invoice

Books, payroll, business returns, personal returns, advisory — bundled. No bouncing between providers, no piecing things together at year end.

Common questions

A few things people usually ask before they say hi.

What if my business changes mid‑year?+
If something meaningful happens — you add an entity, add a bunch of revenue, or hire a team — we'll re‑quote before doing the extra work. Small questions and check‑ins are always included.
Do you charge for phone calls and emails?+
Nope. Flat fee covers all the back‑and‑forth. The whole point is that you shouldn't hesitate to reach out before making a decision.
Do I have to be in Humble or Texas to work with you?+
Not at all. We're based in Humble, TX and work with clients across the country through our secure online portal. It feels exactly the same whether you're 10 minutes or 2,000 miles away.
What about prior‑year cleanup or amended returns?+
Quoted separately, but quoted up front. If reviewing your last few returns turns up missed savings, we'll tell you what amending would cost and what you'd likely get back.
When are fees billed?+
Monthly via ACH on a steady schedule. No surprise invoices, no piecemeal billing — just one predictable line item.
Is there a long contract?+
Nope. We earn your business every month. That said, most of our clients have been with us for years — we'll take that as a good sign.
Next step

One quick call. One clear number. Zero pressure.

Twenty minutes on the phone, a peek at where things stand, and a fixed monthly number in writing. That's the whole process.