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:

Fit

To understand how we decide whether or not to take on a new client

Framework

To see the pillars that support the seven client types we specialize in

Video

To understand about our services and general schematic

Gillingham CPA Pricing Matrix

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

Individual

Business Owner

Standard

$1500

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

$1500

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

$1500

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

Tiers of Services

We offer different levels of service depending on our client requirements. It is possible for the tiered scope and billing to change as needed.

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

$75 to $180

Areas of expertise, supporting services, and services not performed

We are excited to hear from you and hopefully your situation will fit within our areas of expertise

Small businesses (including solo consultants), equity compensation, seed stage startups, and high income households often with rental properties are areas we provide the most long term value for the fees. Tax efficient investing across various vehicles such as IRA, 401K, rentals, and other deferrals are welcomed projects. Business structuring for tax efficiency is another specialty that we often do as a part of any annual tax business engagement as warranted.

Household cash flow analysis, forecasting, estate planning, merger and acquisition, corrective foreign work, speciality tax credits, complex sales tax / VAT compliance, and anything we believe will be best served in conjunction with other service providers. In other cases there are legal, investment, insurance, lending, and structuring needs that we are happy to direct you to better resources.

Please note some areas we do not work in are one time paid consultations or one time fixes for non-client issues with no ongoing needs. We also do not perform work with clients that have carried interest, law partners receiving K-1s, finance active participation K-1s, or fiscal year ends. No estate or nonprofit (501C3) work is performed, but can be referred out if needed. Foreign tax disclosure is something we can generally assist with, however, we are not cross-border tax advisors. Most often we can serve clients that are full year USA tax residents and then transition the client work to a specialist in this area once there is significant cross-border complexity. We do not perform nonresident tax filings or foreign tax return preparation.

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.