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 Checkout 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

$1000

Sole-member LLC with light tax accounting support

Advanced

$2000

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

Annual Tax Return Engagement Fee Estimate standard

Standard

$1000

Single, RSU and individual 250K + comp

Annual Tax Return Engagement Fee Estimate advanced

Advanced

$2000

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

Annual Tax Return Engagement Fee Estimate Complex

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

$4000

Operating C-Corp with Qtrly books, employees

LLC

Annual Tax Return Engagement Fee Estimate standard

Standard

$1000

Basic 2-member LLC, general partnership, light tax accounting support

Annual Tax Return Engagement Fee Estimate advanced

Advanced

$2000

Multi-member LLC tax work and K-1 issuance (2-10 members)

Annual Tax Return Engagement Fee Estimate Complex

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

$4000

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

$4000

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 $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:

ISO, Entity Formation, M&A

$360

Owner CPA Bookkeeping

$125

Staff rates

$50 to $180

Contact Us

We look forward to working with you. Please fill out the contact form below so we may take next steps. To see some of the things that make a strong client relationship, see our Fit and Framework pages.

Prospective New Client Contact Form
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