Flat fees. No meter.
A clear, written quote before any work begins — for a single return, a monthly partnership, or a fractional CFO.
Tax Filing
Done-for-you returns- Individual or business return
- Every credit & deduction reviewed
- E-file & refund tracking
- Plain-English summary
- Year-round email access
- Accuracy guarantee
Books + Tax
Your monthly finance partner- Monthly bookkeeping & reconciliation
- Monthly financial statements
- Business + owner tax return included
- Quarterly tax projections
- Payroll add-on available
- A dedicated accountant
CFO Partner
Strategic finance, fractional- Everything in Books + Tax
- 13-week cash-flow forecast
- Budget & financial model
- KPI dashboard
- Monthly strategy call
- Board & lender prep
Flat-fee and monthly options. No long contracts — clear scope, quoted before we start. Circular 230 prohibits fees tied to your refund; ours never are.
Why flat-fee
Quoted before we start
You see and approve a flat fee in writing before any work begins.
No hourly meter
A complex return doesn’t mean a runaway invoice — the price is the price.
Never tied to your refund
Circular 230 prohibits contingent fees, and so do we. You’re a client, not a percentage.
Home office, mileage, the QBI deduction, and a retirement plan you’re not using yet.
Every service, from
Starting flat fees by service. Your exact quote follows a short consult.
Your federal and NC return, prepared and e-filed — with questions answered year-round.
$350fromSelf-Employed & 1099 ReturnsSchedule C, freelance, rental, and equity comp — with the deductions the software misses.
$650fromBusiness Tax ReturnsCornerstoneS-corp, partnership, and C-corp returns with K-1s — filed on time, every time.
$1,200fromTax Planning & ProjectionsCornerstoneProactive, year-round strategy — so April is a confirmation, never a surprise.
$500fromMonthly BookkeepingCornerstoneCategorized, reconciled, and closed every month — in QuickBooks or Xero you actually own.
$350/moPayroll & FilingsRun payroll, pay the deposits, and file the 941s, W-2s, and 1099s — without the panic.
$75/moFractional CFO & AdvisoryCornerstoneCash-flow forecasting, budgets, KPIs, and the board-ready story behind your numbers.
$2,000/moIRS & Tax ResolutionPriorityA notice, an audit, or back taxes — answered by a CPA or EA who can represent you.
$500fromBack-Tax FilingPriorityMultiple unfiled years, brought current and into compliance — calmly.
$400fromBusiness FormationLLC, S-corp, or C-corp — filed right, with the EIN, election, and books to match.
$750fromSales & Use TaxMulti-state nexus, registration, and the monthly returns nobody enjoys.
$75/moBusiness ValuationA defensible valuation for a sale, a buy-in, succession, or a partner exit.
$3,500from