Straightforward Fees. No Surprises.
Our fees reflect the experience and attention behind every engagement. We discuss pricing upfront — so you always know what to expect before work begins.
Select a Category
Choose the Package That Fits Your Situation
Every individual client starts with the right package for their needs. Each tier builds on the last — so you only pay for what your situation actually requires.
Essential Tax Preparation
Best for employees & straightforward filers
Built for W-2 employees, retirees, and individuals with straightforward tax situations. If your income is predictable and your return is clean — this is the right fit. If you own a business, have rental properties, or want proactive planning, you'll want to look at Comprehensive or Strategic.
- Federal & state income tax return
- W-2, 1099, 1099-R & SSA-1099 income
- Investment portfolios & brokerage accounts
- Itemized or standard deduction analysis
- Dependent returns at a reduced fee ($250 / return / starting)
- Secure client portal access
Starting price reflects a straightforward Married Filing Joint return. Single filer returns start at $400. Fee is due prior to release of your electronic return.
Schedule an AppointmentComprehensive Tax Services
Best for small business owners, rental owners & investors
Designed for individuals whose financial lives are a step beyond the basics — rental income, investment portfolios, businesses, or multiple income streams. You need more than a return filed. You need someone making sure the numbers are working in your favor.
- Everything in Essential Tax Preparation
- Schedule E – Rental, royalty & pass-through income
- Schedule C – Self-employment & side business income
- Schedule F – Farm income
- Depreciation schedule maintenance
- Evaluation of § 179 expensing and bonus depreciation elections
- Estimated tax payment calculations
- Future tax liability forecast
- Annual tax check-in
Scoped individually based on complexity. Fee is due prior to release of your electronic return.
Schedule an AppointmentStrategic Tax Services
Best for business owners, executives & high earners
For clients where tax strategy is not optional — it's essential. Business owners, executives, real estate investors, physicians, attorneys, and high-income families who expect their CPA to be proactive, not reactive. If you're making significant financial decisions, this is where you want to be.
- Everything in Comprehensive Tax Services
- Evaluation of qualifying tax-advantaged account participation
- Evaluation of Real Estate Professional Status (REPS)
- § 469 grouping elections
- § 199A qualified business income aggregation elections
- Family tax planning & dependent coordination
- Charitable giving strategy coordination
- Intrafamily gifting strategy & estate tax considerations
- Quarterly advisory meetings and communications (up to 4 hours annually)
- Coordination with attorneys, financial advisors & lenders as needed
- Priority response & dedicated scheduling
- Proactive legislative & regulatory change alerts
Scoped individually based on complexity. Fee is due prior to release of your electronic return.
Schedule an AppointmentStarting prices reflect straightforward engagements. Complex situations, additional entities, and advisory work are scoped individually. The fee structure is always discussed and agreed upon before work begins. Work performed outside the scope of a standing engagement is billed at our à-la-carte rates for the specific type of work required — we will discuss any such changes with you before proceeding.
À-la-carte
Base Rates
For work outside a standing engagement, the following hourly rates apply.
À-la-carte rates apply to work performed outside of a standing engagement. All fees are discussed and agreed upon before work begins.
Pricing, Answered.
How are your fees structured?
Most engagements are priced on a flat-fee or per-engagement basis — agreed upon upfront so you know exactly what to expect. Depending on the complexity and work required, certain engagements such as advisory, consulting, and non-recurring services may be charged on an hourly basis. Either way, we walk through the fee structure with you before any work begins.
What does "starting at" mean?
Every client's situation is a little different. Starting prices reflect our most straightforward engagements. As complexity increases — additional income sources, more entities, multi-state activity — so will the fee. We will always discuss that with you before work begins.
Why don't you post a full price list?
Because a one-size-fits-all price list rarely reflects the actual work involved. We would rather have a short conversation and give you an accurate number than quote something that doesn't fit your situation.
Can I meet in person?
Yes. We welcome appointments at our Camden office, as well as meetings by video call or phone — whichever works best for you.
What if I only need one service?
Not a problem. We can scope individual services — a standalone tax return, a bookkeeping cleanup, or a one-time advisory appointment — without requiring a full-service engagement.
Are your fees negotiable?
Our fees reflect the expertise, time, and accountability we bring to every engagement — and they are set accordingly. If budget is a concern, we are happy to have an honest conversation about scope. In some cases, a more limited scope engagement can address your most pressing needs while working within your budget.
Let's Start With a Conversation.
The best way to understand your needs and give you an accurate fee estimate is a short conversation.
Schedule a time that works for you.