Cost
Firm Pricing
We are not a fixed-fee operation because a fixed fee incentivizes rushed work. The billing matrix below features cost estimates for most common scenarios. We will occasionally take on some smaller or larger projects if the scope may change in the next year
Outlier projects:
- New zero or little activity C-Corps
- Multiple year projects
- LLC or S-Corp owner with entity return prepared by G.CPA
- Minor ISO transactions with no liquidity
- Accounting catch-up
- Large liquidity events / transactions
- Included in all examples are year-end mini tax plans
Billing Philosophy:
- We work to provide value and bill accordingly. Trusting your CPA to bill appropriately is a key component of the client-CPA relationship
- We try our best to bill at or below fee estimates, but occasionally exceed estimates where more complex work is required
- By using estimates and variable billing, we intend to reduce conflicts of interest and achieve equitable outcomes for everyone
To understand how we decide whether or not to take on a new client, please review our Fit page
Gillingham CPA Pricing Matrix
Annual Tax Return Engagement Fee Estimate
Individual
Business Owner
Standard
$1000
Sole-member LLC with light tax accounting support
Advanced
$2000
S-Corp & Individual return prep with light tax accounting support
Complex
$3000
Business owner + profit, sole-member LLC, requiring quarterly or yearly fully reconciled books
Stock Option-Heavy
Standard
$1000
Single, RSU and individual 250K + comp
Advanced
$2000
Married, RSU and individual 250K + comp, mix of other Investments – complication
Complex
$3000
Large liquidity even, heavy ISO planning
Entity
C-Corp
Standard
$1000
Pre-operating and seed stage, light tax accounting support
Advanced
$2000
Operating C-Corp with possible full yearly books reconciliation
Complex
$3000
Operating C-Corp with Qtrly books, employees
LLC
Standard
$1000
Basic 2-member LLC, general partnership, light tax accounting support
Advanced
$2000
Multi-member LLC tax work and K-1 issuance (2-10 members)
Complex
$3000
Multi-member LLC with reconciled books (>10 members)
Annual or On Request Tax Projections
Individual
Standard
$1000
Tax withholding calculations and RSU or low value ISO planning
Advanced
$2000
Tax withholding calculations, high value ISO planning
Complex
$3000
Major liquidity events or use of third party funds for exercises
Annual Accounting Work*
Accounting
Standard
$1000
Rapid reconciliation and adjustments relatively clean client-prepared books
Advanced
$2000
Monthly reconciliations and books requiring significant adjusment
Complex
$3000
Significant ongoing accounting support, cost accounting, and cleanup projects
*sometimes priced into tax return deliverable
Specials and Hourly Billing Rates
Specials, Projections, and Other billing target estimates
$500 to $1,000 quarterly tax projection and advisory
$1,000 to $2,000 ISO exercise strategy, projection, and advisory
$500 Basic QuickBooks online training, 1-2 sessions, setup, and training
$500 Startup business entity tax advisory (LLC vs. S-corp vs. C-corp etc…)
Hourly Billing Rates
Owner CPA Rates – Tax
$225
Owner CPA Cost / Tax accounting, year-end adjusments, general consulting
$225
Owner CPA Bookkeeping
$125
Staff rates
$45 to $180
Contact Us
We look forward to working with you. Please email me directly at John at GillinghamCPA dot com or preferably fill out the contact form below. To see some of the things that make a strong client relationship, see our Fit page.