You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an email in July.
Individual
Personal tax returns done well.
W‑2 earners, self‑employed individuals, and families who want a personal advisor instead of a kiosk in April.
Included
Not included
Business Owner
Owner + entity tax, coordinated.
Owners of LLCs and S‑corps who want their personal and business returns prepared together — with year‑round planning.
Included
Not included
IRS Representation
Audits, appeals & resolution.
Anyone facing an IRS or NY State notice — audit, collections, lien/levy, unfiled years, or a proposed assessment.
Included
Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations (multi‑state residency, prior‑year cleanup, multiple entities, IRS matters) are quoted individually.
Hourly billing rewards slow work and quietly punishes you for asking questions. Flat, up‑front fees do the opposite.
Before any work begins, you get a written fee in writing. No hourly meters and no surprise invoices — if a quick call helps you decide, that's the point.
What matters is that your return is right, the strategy is sound, and you have someone responsive to call. The fee reflects the outcome — not a stopwatch.
Pricing only changes when your situation meaningfully changes — a new entity, a major life event, multi‑state move. Otherwise, what you pay this year is what you pay next year.
Personal returns, business returns, multi‑state work, and IRS matters — all under one roof and one engagement. Nothing pieced together across providers.
A short conversation, a quick look at your situation, and a clear fee — in writing. No pressure.
