You'll know exactly what you're paying before any work begins — and the fee won't change because you asked a question in July.
Individual
For straightforward personal returns.
W‑2 earners, simple investments, standard deduction or basic itemizing.
Included
Not included
Family & Self‑Employed
For households, freelancers, and contractors.
Dual‑income families, 1099 income, side hustles, a rental, or anything that doesn't fit on a single page.
Included
Not included
Small Business Owner
For Charlotte owners who want it all handled.
Owner‑operators of LLCs, S‑corps, and partnerships who want bookkeeping, business tax, and personal tax under one trusted roof.
Included
Final fees are confirmed in writing after a short intro call. Pricing reflects a typical engagement; complex situations (multi‑state, large rental portfolios, prior‑year cleanup) are quoted individually.
Hourly billing rewards slow work and quietly punishes you for asking questions. Flat annual fees do the opposite — and that matters when education is part of the job.
Before any work begins, you get a written fee for the year. No hourly meters, no surprise invoices — if a quick call helps you make a better decision, that's the point.
What matters isn't how long the return takes. It's that it's accurate, optimized, and that you have someone in your corner. The fee reflects the outcome, not a stopwatch.
Pricing only changes when your situation meaningfully changes — a new business, a new property, a new income stream. Otherwise, what you pay this year is what you pay next year.
Bookkeeping, business returns, and personal returns are bundled. No separate bills. No piecing it together across providers. Just one supportive relationship.
A short consultation, a quick look at last year's return, and a clear number — in writing — for what this year will look like. No pressure. No jargon. Just clarity.
