Most CPAs hide their prices. We don't.
Every client situation is different — volume, complexity, urgency, and the messes that came before — so a final fee always depends on the specifics of the engagement. But the prices below are the ones I quote first, and the structure I quote within. If something you need isn't listed, ask. Custom quotes are free. A 15-minute fit call is free. The 30-minute consultation is paid.
I serve clients across the United States and international businesses operating in or selling to the U.S. market.
A short, no-obligation call to introduce ourselves, hear what you're working on, and decide together whether we're a good match. Every engagement begins this way — no exceptions.
After the fit call, if your situation calls for a deeper conversation — tax strategy, IRS notice, business decision — we book a focused half-hour. Recorded summary and notes sent to you afterward.
Year-round strategic counsel — not last-minute tax prep. Each package is designed to keep more of what you earn through forward-looking planning, not reactive scrambling in April.
For individuals building a strong financial foundation who want a CPA in their corner — not just at tax time.
For individuals and families approaching real complexity — investments, equity comp, charitable giving, and decisions that compound.
For high-income earners and families navigating significant wealth, executive compensation, and intergenerational planning.
Three turnaround tiers for individual and entity tax returns. Choose the level of speed, support, and representation you need.
| Tier benefits | EssentialStandard | PriorityMost popular | Elite VIPConcierge |
|---|---|---|---|
| Turnaround time | 30 days | 7 days | 24 hours |
| Communication | Email only | Priority email & phone | Email, phone & 24/7 direct line to Diana |
| Audit support | — | Review IRS communications & advise via email | Full IRS representation |
| Tax advisory & planning | — | One mid-year planning session | Unlimited advisory & wealth preservation strategy |
| Pricing — by return type | |||
| Form 1040 — IndividualAnnual income under $250K | $450 | $650 | $750 |
| Form 1040 with Schedule C / ESole proprietor, contractor, rental income, or income over $250K | $800 | $1,000 | $1,500 |
| Form 1120 — C-Corporation | $800 | $1,000 | $1,500 |
| Form 1120-S — S-Corporation | $800 | $1,000 | $1,500 |
| Form 990 — Nonprofit OrganizationTax-exempt return for 501(c) organizations | $800 | $1,000 | $1,500 |
| Form 1065 — Partnership | $1,500 | $3,000 | $5,000 |
| Form 1041 — Estate & Trust | $1,500 | $2,000 | $2,500 |
Three tiers for businesses at different stages — from clean monthly books to a fully embedded fractional finance team.
Quarterly reconciliations and reporting for businesses that need clean, compliant books and reliable tax filings.
Monthly close, real reporting, and forward-looking advisory for businesses with momentum and decisions to make.
A full-stack fractional CFO and finance function. Daily reconciliations, real-time dashboards, and strategic counsel at the executive level.
IRS and state representation, audit support, complex multi-entity structures, international tax matters, and engagements involving litigation or controversy are quoted individually based on scope and timeline. They are still priced fairly and transparently — they're simply too situation-specific to publish a number for.
If your situation falls outside the menu above, the best next step is the same: a focused 30-minute consultation.