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Pricing

Know your fee before you start.

Flat-rate, all-inclusive monthly packages — no billing by the hour, no upsells, no surprises. Every package is tailored at onboarding; prices shown are starting points.

Tax Prep Only Tax Advisory Full-Service Plans
Accounting
$1,050
/ month
Core bookkeeping, compliance, and tax filing for established businesses.
  • –
    Budget & forecast
  • –
    Advisory meetings
  • –
    Cash flow budget
  • –
    KPI analysis
  • ✓
    Monthly bookkeeping
  • ✓
    State tax compliance filings
  • –
    1099 preparation & filing
  • ✓
    Personal tax return (1040)
  • ✓
    Business tax return
  • –
    Year-end tax planning
Get started
Most popular
Consulting
$1,475
/ month
Bookkeeping plus quarterly advisory meetings and full tax filing.
  • ✓
    Budget & forecast
  • ✓
    (4) 30-min advisory meetings / yr
  • –
    Cash flow budget
  • –
    KPI analysis
  • ✓
    Monthly bookkeeping
  • ✓
    State tax compliance filings
  • ✓
    1099 preparation & filing
  • ✓
    Personal tax return (1040)
  • ✓
    Business tax return
  • –
    Year-end tax planning
Get started
Management
$2,900
/ month
Full financial management with deep advisory engagement and year-end planning.
  • ✓
    Budget & forecast
  • ✓
    (6) 1-hour advisory meetings / yr
  • ✓
    Cash flow budget & forecast
  • –
    KPI analysis
  • ✓
    Monthly bookkeeping
  • ✓
    State tax compliance filings
  • ✓
    1099 preparation & filing
  • ✓
    Personal tax return (1040)
  • ✓
    Business tax return
  • ✓
    Year-end tax planning
Get started
Advisory / CFO
$3,800
/ month
Full fractional CFO engagement — maximum advisory access, quarterly tax strategy.
  • ✓
    Budget & forecast
  • ✓
    (12) 1-hour advisory meetings / yr
  • ✓
    Cash flow budget & forecast
  • ✓
    KPI analysis & dashboards
  • ✓
    Monthly bookkeeping
  • ✓
    State tax compliance filings
  • ✓
    1099 preparation & filing
  • ✓
    Personal tax return (1040)
  • ✓
    Business tax return
  • ✓
    Quarterly tax planning
Get started
Every plan includes

The same foundation across every tier.

Dedicated CPA or Enrolled Agent

A named advisor who knows your file, not a rotating call center.

Secure client portal

Upload from your phone, access prior-year returns, e-sign documents.

Credentialed review on every return

Every return reviewed by a credentialed CPA or Enrolled Agent before filing.

E&O insured

Errors and omissions coverage on every engagement. You're protected.

Year-round availability

Your advisor is reachable between filings — not just tax season.

Flat-rate billing

No hourly billing. No upsells mid-engagement. Your fee is locked at onboarding.

Add-on services

Available to all plans à la carte.

Payroll processing (up to 10 employees)From $250/mo
Payroll processing (11–30 employees)From $450/mo
Multi-state tax filing (per state)From $350/yr
ITIN application or renewalFrom $300
IRS audit representationCustom quote
SBA loan preparation supportCustom quote
Business valuation advisoryCustom quote
Trust & estate tax return (1041)From $800

All packages require an initial business consultation so we can understand your needs. Pricing is subject to change; confirmed pricing is locked in your engagement letter. All returns prepared by credentialed CPAs and IRS Enrolled Agents. Taxes Served can file any IRS form, all 50 states. Standalone business tax returns available starting at $2,000 — see Tax Prep Only pricing.

Not sure where to start?

Not sure which plan fits? Let's figure it out together.

Book a free 30-minute consultation. We'll walk through your situation and recommend the right engagement — no pressure, no obligation.

Book free consultation View tax prep only pricing
(908) 344-5122 · 221 River Street, 9th Floor, Hoboken, NJ 07030