Transparent Pricing, Built for Your Growth.
No hourly surprises. No mystery invoices. Just proactive financial partnership designed to give you back your time and peace of mind.
One-Time Tax & Financial Services
Not every business needs year-round advisory yet. I offer high-touch, one-time engagements for individuals and business owners who value accuracy, strategy, and the peace of mind that comes with a CPA-signed return.
Individual Tax Return (Form 1040) Starting at $500
Best for: W-2 professionals, investors, and homeowners seeking to maximize credits and deductions.
Small Business Owner Return (Schedule C) Starting at $850
Best for: Sole proprietors and 1099 contractors who need to ensure their business expenses are optimized and compliant.
Business Entity Return (S-Corp or Partnership) Starting at $1,500
Best for: Form 1120-S or 1065. Includes K-1 distributions and Illinois Small Business Replacement Tax filings.
Estate & Trust Returns (Form 1041) Starting at $950
Best for: Fiduciaries needing expert guidance on complex inheritance and trust distributions.
Partnership, not just paperwork
Monthly Packages
These packages are designed to grow as you do. From basic compliance to high-level strategy, choose the level of support that fits your current stage—knowing you can scale up whenever you're ready.
Tier 1: The Foundation
Ideal for freelancers and single-member LLCs. Starting at $350 / month
- Annual Tax Preparation: Personal (1040) and Business (Schedule C).
- Quarterly Estimates: We calculate your payments so you aren't hit with a tax-time surprise.
- Email Support: Quick questions answered within 24–48 hours.
- Annual Strategy Call: A 45-minute deep dive to plan for the year ahead. [Get Started]
Tier 2: The Professional (Most Popular)
Best for Growing Small Businesses starting at $750 / month
- Everything in Foundation, plus:
Monthly Bookkeeping: Up to 3 bank/credit card accounts reconciled. - Monthly Financials: P&L and Balance Sheet delivered by the 10th.
Quarterly Strategy Calls: 30-minute Zoom to review trends and cash flow. - Business Tax Return: Form 1120-S or 1065 included.
- Software Subscription: QuickBooks Online or Xero cost included.
Tier 3: The Virtual CFO
Best for Scaling Companies ($1M+) starting at $1,500 / month:
- Everything in Professional, plus:
Weekly Bookkeeping: Real-time visibility into your spending. - Advanced Reporting: Custom KPIs and Budget-vs-Actual tracking.
- Cash Flow Forecasting: 6-month outlook to plan for hires or equipment.
- Payroll Management: Full-service administration for up to 10 employees.
- Priority Access: Same-day response and unlimited advisory calls.
Specific solutions for immediate financial hurdles
Strategic One-Time Projects
These packages are designed to grow as you do. From basic compliance to high-level strategy, choose the level of support that fits your current stage—knowing you can scale up whenever you're ready.
The "Clean-Up" Special (Catch-Up Bookkeeping) Custom Quote
Behind on your books? We’ll reconcile your accounts and categorize your transactions to get you "Tax Ready" in record time.
Strategic Tax Planning Session $300 Flat Fee
A 60-minute deep dive to identify tax-saving opportunities before the year ends. (If you hire me for tax prep, 50% of this fee is credited back to you).
IRS & Illinois Department of Revenue Audit Defense Starting at $300 / hr
Received a notice? Don't panic. I provide professional representation to resolve disputes and minimize penalties.