Pricing

Services that Scale with You

Experience premier tax services with transparent, value-driven pricing

ServicesPricingCareersSchedule a Call

Individual Taxation

Scaling Income
$99/mo
Starting at
Includes:
Individual tax preparation and filing
Annual tax planning session
Year-round advisory
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Scaling Wealth
$199/mo
Starting at
Includes everything in Scaling Income plus:
Estate and gift tax preparation and filing
Quarterly tax planning sessions
Quarterly tax estimates
Additional personal tax services
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Business Taxation

Scaling Business
$249/mo
Starting at
Individual tax support available plus:
Business tax preparation and filing
Business tax planning sessions
Accounting and bookkeeping services
Additional business tax services
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CASE STUDIES

Designed to Fit Your Needs

Tech Employee
Investor
Start-Up Founder
Family & Small Business Owner
A young woman wearing a light blue sweater works on her laptop with focus. A coffee cup is placed on the table beside her in a cozy indoor setting
Pricing Package:
Scaling Income
Monthly Cost:
$104/mo
Services Provided:
Personal Taxation
Tax Planning
Complexities:
RSUs & Options
Pricing Package:
Scaling Wealth
Monthly Cost:
$234/mo
Services Provided:
Personal Taxation
Tax Planning
Complexities:
Private Investments
A man in a white shirt is smiling while talking on a phone. He is seated in a modern, well-lit office environment.
Pricing Package:
Scaling Wealth
Scaling Business
Monthly Cost:
$959/mo
Services Provided:
Personal Taxation
Business Taxation
Tax Planning
Complexities:
RSUs & Options
Business Owner
Private Investments
A man with a beard in a suit and a woman in a blazer engage in a discussion at a desk. Both are seated in front of a large window, with natural light filling the room
Pricing Package:
Scaling Wealth
Scaling Business
Monthly Cost:
$9,199/mo
Services Provided:
Personal Taxation
Trust & Estate Taxation
Business Taxation
Business Accounting
Tax Planning
Complexities:
Self Employed
Business Owner
Private Investments
Multi-State
Faqs

Frequently
Asked Questions.

Find answers to frequently asked questions about our tax services.

Contact us
/ 01.
How to get started?

To get started, simply schedule a call with our team. We'll discuss your tax needs and provide personalized solutions.

/ 02.
What are your fees?

We charge flat fees, communicated upfront, based on your needs and tax complexities - for more info on pricing click here.

/ 03.
Do you offer tax planning?

We offer tax planning to all our clients, adapting a unique approach based on your specific needs and any applicable tax law changes.

/ 04.
Can you handle business taxes?

Yes, we can support you across individual, partnership, corporate, trust, estate, gift and other specialized tax needs.

/ 05.
How can I contact you?

Existing clients have a dedicated tax advisor to work with year-round, if you're a prospective client schedule a call to get started.

Elevate your financial future

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Schedule a consultation with our advisors and discover how we can transform your tax strategy into a powerful wealth-building tool.