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:
- 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 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
Actionable Tax Read 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