Plans That Grow With You

Pricing That Matches Where You Are

Whether you need a simple tax return, ongoing accounting support, or help setting up a nonprofit, you can choose exactly what fits.

Start with the option that best matches your situation:

Individual Tax Returns
Simple, transparent pricing for personal filings
Monthly Accounting & Advisory
Ongoing support for growing businesses
Nonprofit Setup 
Get your organisation set up the right way from day one

Monthly Accounting & Advisory Packages

Ongoing Support That Grows With You

Simple monthly pricing based on your stage of business. No surprises. No unnecessary complexity.

Essentials Package

$150/month

For freelancers and small businesses who want consistent, reliable bookkeeping.

Includes:

Monthly bookkeeping and reconciliations
Basic financial reporting
Strategic expense categorisation
Email support

Growth Package

$350/month

For businesses that want better visibility and more control over their numbers.

Includes everything in Essentials, plus:

Cash flow tracking
Tax planning touchpoints during the year
Payroll setup and processing support
Ad hoc financial insights when needed

Professional Package

$500/month

For established businesses that want structure, clarity, and forward planning.

Includes everything in Growth, plus:

Monthly budget vs actual reporting
KPI dashboard setup
Entity structure and optimisation review
Guidance on owner compensation and distributions
Quarterly financial check-ins

CFO Advisory

From $1,000/month

For business owners who want ongoing strategic input and deeper financial insight.

Includes everything in Professional, plus:

Advanced cash flow forecasting
Strategic planning and decision support
Sales tax and multi-state guidance
Support with financing or investor readiness
Ongoing advisory for growth, exit, or succession

Not Sure What You Need?

We’ll help you choose the right level based on where you are and where you want to go.

Individual Tax Return Pricing

Simple, Transparent Tax Filing

Clear pricing based on the complexity of your return.

Basic 1040

$199

Best for straightforward tax situations.

Includes:

W-2 income
Interest and standard 1099 income (no deductions)
Standard credits such as Child Tax Credit and Education Credits
Itemised deductions (Schedule A)
Marketplace insurance (1095-A)

Additional fees may apply for deductions on 1099 income.

Intermediate 1040

$350

For individuals with additional income streams or investments.

Includes everything in Basic, plus:

Side hustle or gig income (Schedule C)
Cryptocurrency
Stocks and bonds (Schedule D)

Complex 1040

$575

For business owners and more advanced tax situations.

Includes everything in Intermediate, plus:

Full Schedule C business income
Rental income (Schedule E)
K-1 income
Significant investments
FBAR and international considerations

Nonprofit Setup & Advisory

Set Your Nonprofit Up The Right Way

Choose the level of support that matches your plans and complexity.

Basic Nonprofit Setup

$995

For small organisations looking for a fast, cost-effective setup.

Includes:

Eligibility review for IRS Form 1023-EZ
EIN application
Articles of Incorporation and purpose statement
Filing of IRS Form 1023-EZ
Email support through approval

Estimated timeline: 2–3 weeks

Standard Nonprofit Setup

$3,750

For organisations planning to grow and operate at a higher level.

Includes everything in Basic, plus:

Full IRS Form 1023 preparation
Custom bylaws and policies
3-year financial projections
IRS narrative descriptions
Board structure guidance
Ongoing support for IRS follow-ups

Estimated timeline: 3–6 weeks

Premium Nonprofit Setup & Strategy

$6,995

For founders who want full support and long-term structure from day one.

Includes everything in Standard, plus:

Strategic planning for programs and funding
Board training and setup tools
Compliance calendar
State registration guidance
Website and donation language review
Post-approval consulting support

Estimated timeline: 4–8 weeks

Ready To Get Started?

Choose your plan and get started today, or speak with us first if you want guidance.