Simple Pricing. Exceptional Service.
Everything your business needs to stay financially healthy, organized, and ahead of the tax curve. One monthly investment, no surprises.
Our Service Packages
We built our service packages around one idea: that great accounting should not feel like a series of unpredictable invoices. Every package includes bookkeeping, payroll, tax preparation, and year-round advisory support bundled into one simple monthly investment so you always know exactly what you are paying and exactly what you are getting.
All packages include a one-time onboarding fee of $750 which covers the setup of your accounts, initial financial review, and everything we need to hit the ground running on day one.
Not sure which package is right for you? We are happy to talk it through.
SMALL BUSINESSES & FREELANCERS
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Essentials
The foundation every small business needs to stay organized, compliant, and on track.
$650/month
One-time onboarding fee of $750
What is included:
Monthly bookkeeping and bank reconciliation​
Payroll processing (up to 5 employees)
Annual tax preparation (federal and state)
Basic monthly financial statements (profit and loss and balance sheet)
Annual tax planning session
Email access to your accounting team
Secure client portal access
One annual financial review meeting with your accounting team
Most Popular
GROWING SMALL BUSINESSES
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Growth
For businesses that are ready to stop reacting and start building with a real financial strategy behind them.
$1,250/month
One-time onboarding fee of $750
What is included:
Everything in Essentials, plus:
Payroll processing (up to 15 employees)
Priority annual tax preparation (federal and all state returns)
Monthly financial statements with variance analysis
Proactive quarterly tax planning and strategy
Quarterly business performance review meetings
Priority email and phone access to your accounting team
Business entity structure analysis and recommendations
Estimated quarterly tax calculations and filing guidance
Quarterly financial review and strategy meetings with your accounting team
Most Popular
ESTABLISHED BUSINESSES & HIGH-INCOME INDIVIDUALS
Premier
A fully integrated financial partnership for businesses and individuals who demand the highest level of expertise and attention.
$2,500/month
One-time onboarding fee of $750
What is included:
Everything in Growth, plus:
Payroll processing (up to 30 employees)
Priority annual tax preparation for both business and personal returns
Monthly cash flow monitoring and reporting
Eight tax planning and strategy sessions per year
Full year-round IRS audit support and representation
Dedicated senior Enrolled Agent as your primary point of contact
Priority same-day response guarantee
Annual comprehensive financial review and forward planning session
Strategic advisory on major business and financial decisions as they arise
Eight tax planning and strategy sessions per year
Most Popular
Every Package Includes
Bookkeeping
Accurate, up-to-date books delivered every single month without exception.
Payroll
Precise payroll processing and full federal and state compliance handled completely for you.
Tax Preparation
Federal and state returns prepared and filed by federally licensed Enrolled Agents.
Advisory Access
Year-round access to a team that is genuinely invested in your financial success, not just your filing deadline.
Need Something More?
Every package can be customized with additional services based on your specific needs. The most common add-ons are listed below. If you do not see what you are looking for, reach out and we will put something together that works for your situation.
Additional payroll employees beyond limit
$25 per employee per month
Multi-state tax return filing
$150 per additional state
Sales tax filing and management
Starting at $55 per month
Catch-up bookkeeping for prior periods
Quoted based on scope
IRS notice response and resolution
Quoted based on scope
Business entity formation and structuring
Starting at $500 one time fee
Individual Tax Preparation
Not every client needs a monthly package. If you are looking for expert individual tax preparation without an ongoing engagement, we offer two straightforward options based on the complexity of your return. Both are prepared by our federally licensed Enrolled Agents with the same precision and strategic eye we bring to every return we file.
INVESTORS, SELF-EMPLOYED & MULTI-SITUATION FILERS
Complex Individual
For returns that require a deeper level of expertise, strategy, and attention to detail.
Best for:
Rental property owners
Investment and capital gains income
K-1 recipients
Multi-state filers
Self-employed and freelancers
Clients with significant life or financial changes
What is included:
Federal and all state individual tax return preparation
Electronic filing
Thorough review of prior year returns before we begin
Secure document submission via client portal
Email support through filing
Strategic review of your return for deductions and opportunities often missed
Starting at $800
Quoted based on complexity. Returns with significant investment activity, multiple states, or business income are typically $1,200 and above.
INDIVIDUALS & HOUSEHOLDS
Essential 1040
Your taxes handled with precision and care, so you can move on with your year.
Best for:
W-2 employees
Retirees with standard income
Simple household returns with no significant complexity
What is included:
Federal and state individual tax return preparation
Electronic filing for fast and accurate processing
Secure document submission via client portal
Basic email support through filing
Starting at $500
Final fee determined based on return complexity at time of engagement.
Additional Services for Individual Clients
The following services are available as standalone engagements or as additions to your tax preparation. Each is quoted individually based on your specific situation.
Tax Planning Session
Starting at $250
IRS Notice Response and Resolution
Quoted based on scope
Amended Tax Return (1040-X)
Starting at $250
Quarterly Estimated Tax Calculations
Starting at $150
Business Entity Analysis and Recommendations
Starting at $500
Prior Year Tax Return Preparation
Starting at $500 per year
Standalone Payroll Services
Not every client needs a full monthly package. If you are looking for professional payroll processing without an ongoing advisory engagement, we offer straightforward flat-rate payroll services based on the size of your team.
One predictable monthly investment, no per-check surprises, and the same precision and compliance expertise we bring to every client we serve.
20 OR MORE EMPLOYEES
Custom Payroll
Every large payroll engagement is unique. Let us put together a solution built around your specific situation.
Custom Quoted
Contact us for a personalized quote based on your team size, pay frequency, and payroll complexity.
What is included:
Everything in Mid-Size Team, plus:
Custom scope based on team size, pay frequency, and complexity
Dedicated senior team member as your primary point of contact
Full compliance management across all applicable states
All quarterly reports and filings included
Custom reporting tailored to your specific business needs
11 TO 20 EMPLOYEES
Mid-Size Team Payroll
A payroll operation of this size requires a team that gets it right every single time. That is exactly what we deliver.
$525/month
Year-end W-2 and 1099 filings billed separately. See details below.
What is included:
Everything in Growing Team, plus:
Full payroll processing for up to 20 employees
Dedicated payroll specialist as your primary point of contact
Multi-state payroll tax compliance where applicable
Comprehensive quarterly reporting included
Year-end preparation and coordination
6 TO 10 EMPLOYEES
Growing Team Payroll
As your team grows your payroll complexity grows with it. We handle every layer so you never have to.
$385/month
Year-end W-2 and 1099 filings billed separately. See details below.
What is included:
Everything in Small Team, plus:
Full payroll processing for up to 10 employees
Priority response on payroll questions and changes
Detailed payroll reports for your records every pay period
Quarterly reports and filings included
3 TO 5 EMPLOYEES
Small Team Payroll
Accurate, compliant payroll for growing teams. Handled completely so you never have to think about it.
$275/month
Year-end W-2 and 1099 filings billed separately. See details below.
What is included:
Everything in Micro Team, plus:
Full payroll processing for up to 5 employees every pay period
Direct deposit setup and management for all employees
Payroll tax withholding and remittance
Quarterly payroll reports and filings included
New hire reporting
Garnishment and deduction management
1 TO 2 EMPLOYEES
Micro Team Payroll
Simple does not mean careless. Every payroll we process gets the same expert attention regardless of team size.
$150/month
Quarterly reports and year-end filings billed separately. See details below.
What is included:
Full payroll processing every pay period
Direct deposit setup and management
Payroll tax withholding and remittance
Assistance with simple IRS and NC questions or notices
All correspondence, forms, and reports included
Payroll changes and corrections handled at no extra charge
Year-End Filings
Year-end W-2 and 1099 filings are billed separately from your monthly flat rate for all standalone payroll clients. Quarterly reports are included in all tiers except Micro, where they are billed as follows:
Quarterly Report Q1, Q2 and Q3(Micro clients only)
$175 per quarter
Quarterly Report Q4 (Micro clients only)
$200 (additional year-end reporting requirements)
Quarter with Zero Filings (Micro clients only)
$75 per quarter
W-2 Setup
$75 one-time fee per engagement
W-2 Processing
$8 per form
1099 Setup
$75 one-time fee per engagement
1099 Processing
$12 per form
W-2 and 1099 fees apply to all payroll tiers. Setup fees are charged once per new engagement. Per-form fees apply annually at year-end.
Additional Services
The following services are available as additions to any payroll engagement. All fees are communicated clearly before any work begins so there are never any surprises.
ID Number Closings (NCDOR, NCESC, Other)
$75 per closing
IRS or State Correspondence
$200 per hour
IRS Audit Representation
$175 per hour
Postage
Billed at cost
A Note on Our Onboarding Fee
Every new client engagement begins with a one-time onboarding fee of $750. This covers the time our team spends setting up your accounts, reviewing your prior financial records, getting your books into shape, and making sure we have a complete understanding of your situation before we begin.
We include this fee because doing the job right from day one takes real work, and we believe in being transparent about that upfront rather than building it into costs you discover later. It also ensures that every client we bring on is genuinely committed to the relationship, which allows us to give every client the focused attention they deserve.