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Business & Tax Consultations
Paid guidance for a focused tax, accounting or business question.
Starting at$75
Complete the Consultation Intake Form
Pricing
Starting prices, clearly listed
Review the starting prices for our three primary service options. The first step is completing the Consultation Intake Form so we can review your needs and direct you to the appropriate service.
Most popular
Total Harmony Package
Year-round tax, accounting and advisory support for practices seeking an ongoing service relationship.
Starting at$625per month
Complete the Consultation Intake Form
Highest impact
S Corp Strategy Report
A personalized analysis to determine whether an S Corporation election may make financial sense for your practice.
Starting at$2,497
Complete the Consultation Intake Form
How the fee is set
What your own number depends on
Final pricing depends on entity type, transaction volume, payroll complexity and the condition of the books. Cleanup work, when needed, is priced separately.
Pricing questions
The things people ask before they book
Why is the Total Harmony Package a starting price rather than a fixed one?
The package starts at $625 a month. Where your own number lands depends on your entity type, transaction volume, payroll complexity and how current your books are. A solo therapist filing a Schedule C and a five-clinician S corporation with payroll are genuinely different amounts of work. We quote a flat monthly fee after a consultation, so you know exactly what you're paying before you commit.
Do you offer tax preparation on its own?
No. Tax preparation is not a standalone service. It is included in our year-round packages instead. Preparing a return without visibility into the books, and without planning during the year, means finding problems in April when it's too late to fix them. If you're looking for filing only, we're happy to refer you elsewhere.
Is a consultation fee credited toward a package?
Consultations are billed separately from ongoing services. If you decide to move forward with a package afterward, we'll discuss how the work already completed factors into your proposal.
What exactly does $2,497 buy in the S Corp Strategy Report?
A personalized S Corp Strategy Report modeling your practice under its current structure and as an S corporation: projected self-employment tax savings, the added payroll and compliance costs, a defensible reasonable-compensation range, state-level considerations and a recommended action plan. The standalone Reasonable Compensation Report is $500. See the full breakdown.
Are there setup or clean-up fees?
If your books need catch-up before we can start a monthly rhythm, that clean-up is scoped and quoted separately, and you see the number before any work begins. It is never added silently to an invoice.
Do you offer free consultations?
No. All consultations are paid. You receive a payment link once the intake form has been reviewed, and the session is scheduled after payment. Paying for the time is what makes it advice rather than a sales call.
How do I pay?
Consultations are paid by invoice link before the session is scheduled. Ongoing packages are billed monthly.