EVP Accounting — tax, accounting, consultingSchedule a Consultation
Pricing

Clear pricing. Built for long‑term partnership.

You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an email in July.

Individual

From $495per return

For individuals and families with a real tax situation.

W‑2 households with investments, rental property, K‑1 income, equity compensation, multi‑state filing, or a recent life event that changed the return.

Included

  • Federal Form 1040 with all schedules
  • California Form 540 and related schedules
  • Investment, rental, and K‑1 income coordination
  • Withholding and estimated payment tune‑up
  • Year‑round questions answered
  • Secure client portal and e‑signature

Not included

  • — Business returns
  • — Multi‑entity coordination
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Most clients

Business + Owner

From $695per month

For owner‑operators who want it all handled.

LLCs, partnerships, and S‑corps that need clean books, on‑time filings, proactive tax planning, and a coordinated owner return — one firm, one relationship.

Included

  • Monthly bookkeeping and reconciliation
  • Business tax return (1065, 1120‑S, 1120, or Schedule C)
  • Owner's personal return coordinated
  • Quarterly tax planning conversations
  • Reasonable compensation review (S‑corp)
  • Payroll services included
  • 1099 preparation and filing
  • Direct advisor access year‑round

Not included

  • — Multi‑entity consolidation
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Advisory + CFO

From $1,950per month

For growing businesses that need a finance partner.

Multi‑entity, multi‑state, or growth‑stage businesses that need monthly advisory, KPI dashboards, and coordinated planning across the personal and business side.

Included

  • Everything in Business + Owner
  • Multi‑entity bookkeeping and returns
  • Monthly CFO advisory calls
  • Custom KPI and financial dashboards
  • Hiring, expansion, and capital planning
  • Multi‑state nexus and apportionment review
  • Coordination with attorneys, lenders, and advisors
  • Annual long‑term planning session
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Final fees are confirmed in writing after a short discovery call. Complex situations — multi‑state, prior‑year cleanup, multiple entities, audit response — are quoted individually.

How pricing works

You're paying for personalized guidance, not a stopwatch.

Hourly billing rewards slow work and quietly punishes you for asking questions. Flat fees do the opposite — they make sure you call us before the decision, not after.

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Quoted up front, in writing

Before any work begins, you get a written engagement letter and a fixed fee. No hourly meters, no surprise invoices.

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Priced on situation, not hours

Two returns with the same forms can take wildly different amounts of work. We price the situation — entity count, states, complexity, planning needs — not the clock.

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Predictable year after year

Pricing only changes when your situation meaningfully changes — a new entity, a new state, a major shift in scope. Otherwise, what you pay this year is what you pay next year.

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One firm, one invoice

Personal returns, business returns, planning, payroll, and advisory are bundled into a single monthly relationship. No piecing things together across providers.

Common questions

A few things people usually ask.

What if my situation changes mid‑year?+
If something meaningful happens — a new entity, a new state, a major life event — we'll re‑quote before doing the additional work. Small questions and check‑ins are always included.
Do you charge for phone calls and emails?+
No. The flat fee covers all the regular back‑and‑forth. The whole point of working with a real firm is that you don't hesitate to reach out before making a decision.
Do I have to be in San Jose to work with you?+
Our office is in Downtown San Jose and many of our clients prefer to meet in person — but our secure portal and remote workflow mean we serve clients throughout California and across the country.
What about prior‑year cleanup or amended returns?+
Quoted separately, but quoted up front. If reviewing your last two returns turns up missed planning, we'll tell you what amending would cost and what you'd likely recover.
When are fees billed?+
Monthly engagements bill via ACH on a recurring schedule. Individual returns are billed at engagement. No surprise invoices, no piecemeal billing.
Is there a minimum engagement?+
EVP Accounting is built around long‑term relationships. There's no multi‑year contract, but we're not the right fit for one‑off, lowest‑cost filings.
Next step

Personalized guidance for every stage of growth.

A short conversation, a clear look at your situation, and a written quote — no pressure, no obligation.

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