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 the most common scenarios. We will occasionally take on some smaller or larger projects, especially if in the early years of business.

Outlier projects:

Billing Philosophy:

To understand how we decide whether or not to take on a new client, please review our Fit page and Check out our Framework to see the pillars that support the seven client types we specialize in.

Gillingham CPA Pricing Matrix

Total Annual Billing Estimate: Tax return, Projection, and Ongoing Advisory

Individual

Business Owner

Standard

$1750

Sole-member LLC with light tax accounting support

Advanced

$3000

S-Corp & Individual return prep with light tax accounting support

Complex

$4000+

Business owner + profit, sole-member LLC, requiring quarterly or yearly fully reconciled books

Stock Option-Heavy

Standard

$1750

Single, RSU and individual 250K + comp

Advanced

$3000

Married, RSU and individual 250K + comp, mix of other Investments – complication

Complex

$4000+

Large liquidity events, heavy ISO planning

Entity

C-Corp

Standard

$1500

Pre-operating and seed stage, light tax accounting support

Advanced

$2000

Operating C-Corp with possible full yearly books reconciliation

Complex

$4000+

Operating C-Corp with Qtrly books, employees

LLC

Standard

$1500

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

$4000+

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

$4000

Major liquidity events or use of third party funds for exercises

Annual Accounting Work

Tax Ready Accounting with a CPA Firm by your Side. Tax Ready Bookkeeping and Actionable Monthly Reports

Specials and Hourly Billing Rates

Specials, Projections, and Other billing target estimates

$500 to $1,000 quarterly tax projection and advisory

$1,000 to $3,000 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:

General Tax and Cost Accounting

$225

Owner CPA Advisory:

General advisory (property, income deferment, disposition strategy), Entity tax strategy / formation, Equity compensation strategy, M&A, and similar concerns.

$360

Owner CPA Bookkeeping

$175

Staff rates

$50 to $180

Contact Us

We look forward to working with you. Please click the contact form option below for more details. To see some of the things that make a strong client relationship, see our Fit and Framework pages.