Transparent Pricing

You know what you'll pay
before we begin.

No hourly surprises. No ambiguity. Every engagement starts with a written scope and agreed price — so you can make an informed decision before any work starts.

Service Packages
Simple packages. Clear pricing.

Choose the level of support that fits your situation. Every package includes direct access to Vernon — the same experienced advisor on every call, every question, every filing.

Tax Only
Annual filing done right
from $200
Per tax return · Price varies by complexity
  • Federal & state tax return preparation
  • Year-round questions via email
  • Deadline reminders & tracking
  • Individuals, freelancers, sole proprietors
  • LLCs, partnerships, S-Corps available
Get a Quote
Books Essential
Monthly bookkeeping
$200/mo
Starting price · Based on transaction volume
  • Monthly transaction categorization
  • Bank & account reconciliation
  • Profit & Loss + Balance Sheet monthly
  • QuickBooks Online management
  • Tax preparation billed separately
Get Started
Most Popular
Books + Tax
Complete annual coverage
$350/mo
Starting price · Tax filing included
  • Everything in Books Essential
  • Annual tax return — federal & state
  • Year-round tax planning check-ins
  • Estimated tax payment guidance
  • Records always tax-ready
Get Started
Complete Advisory
Full financial partnership
$450/mo
Starting price · All services included
  • Everything in Books + Tax
  • Monthly cash flow planning
  • Cash flow forecasts & analysis
  • Proactive financial advisory
  • Priority response & quarterly reviews
Get Started

All prices are starting rates. Final pricing is agreed in writing before any work begins. Schedule a free consultation for an exact quote.

Detailed Pricing
Tax preparation by return type

For clients who need tax preparation only — without a monthly bookkeeping engagement — pricing is based on the complexity of your return.

Individual Returns

For employees, freelancers, investors, and individuals with complex tax situations.

Return Type Starting Price
W-2 only — simple return$200
W-2 + investments / 1099s$300
Self-employed / Schedule C$400
Individual with rental property$450
Year-round planning add-on$100/mo

Business Returns

For LLCs, partnerships, and corporations needing annual business tax filings.

Entity Type Starting Price
Sole proprietor / Schedule C$450
Single-member LLC$550
Partnership / Multi-member LLC$750
S-Corporation$900
Bookkeeping add-on (monthly)$200/mo
Common questions
How is the final price determined?
Pricing is based on the complexity of your return or the volume of your bookkeeping. During your free consultation we review your situation and provide a written quote before any work begins. You always know the exact price before we start.
Do you charge by the hour?
No. All engagements are priced at a fixed, agreed rate — not by the hour. This means no billing surprises and no hesitation to ask questions throughout the year.
Can I start with tax preparation only and add bookkeeping later?
Absolutely. Many clients start with an annual tax return and add monthly bookkeeping once they see the value of having both services under one roof. There is no obligation to take a bundle.
What if my situation is more complex than the listed prices?
Complex situations — multiple entities, IRS notices, amended returns, or significant investment activity — are quoted individually after a consultation. The listed prices are starting points for typical situations.
Do you serve clients outside of the Boston area?
Yes. All services are available remotely. Clients outside Greater Boston are welcome — we work virtually using secure document sharing and video calls.
Is the consultation really free?
Yes — completely. The initial consultation is a no-obligation conversation to understand your situation and determine whether we are a good fit. There is no cost and no commitment required.

Not sure which option
is right for you?

Schedule a free consultation. We will review your situation and recommend exactly what you need — nothing more.

Book Your Free Consultation