01
Tax Preparation
Personal Tax Return
Form 1040 · W-2 income · Standard or itemized deductions
Florida residents: federal only — no state income tax
Florida residents: federal only — no state income tax
$295
Flat fee
Self-Employed Tax Return
Form 1040 + Schedule C · Freelancers · 1099 contractors · Consultants
Sales professionals · Coaches · Creatives · All service-based earners
Sales professionals · Coaches · Creatives · All service-based earners
$495
Starting price
Amended Tax Return
Correct a previously filed return · Claim missed deductions · Recover overpaid taxes
$325
Per return
Quarterly Estimated Taxes
Know exactly what you owe the IRS each quarter · No surprise bills · No penalties
$150
Per calculation
02
Monthly Bookkeeping
Starter
Up to 75 transactions/mo · Income & expense categorization · Monthly financial report
$400
Per month
Growing Business
76–200 transactions/mo · Bank & card reconciliation · P&L and cash flow statements · QuickBooks managed
$650
Per month
All-In-One Package Best Value
Monthly bookkeeping + quarterly estimated taxes + year-end tax return
One flat monthly fee · Nothing falls through the cracks
One flat monthly fee · Nothing falls through the cracks
From $650
Per month
03
Tax Planning
Personalized Tax Savings Plan
A complete custom roadmap to legally reduce your tax bill — built around your exact income, situation, and goals. Stop guessing. Get the exact moves, sequence, and deadlines to keep more of what you earn.
$2,500
One-time · Flat fee
I.
One-on-One Deep Dive
Full review of your income, expenses, and financial picture. Nothing overlooked before we build your strategy.
II.
2-Year Retroactive Review
We comb your last two returns for missed deductions, errors, and money you may be owed back.
III.
Projected IRS Tax Liability
Know exactly what you owe each quarter. No surprises, no penalties, no guessing.
IV.
Custom Savings Roadmap
IRS-backed strategies applied to your numbers — step-by-step with exact moves, order, and deadlines.