We don't use one-size-fits-all price tags. Every engagement is scoped to the real complexity of your entities and your goals. Here's exactly what drives the number, so there are no surprises.
These are starting points. Final pricing is custom and scoped to your situation. Scroll down to see what moves each number.
Flat-fee annual plan. Custom-scoped advisory across structuring, allocations, and transactions.
Partnership tax compliance and K-1 delivery. Priced by complexity, not a flat rate.
Monthly books per entity. Scales with transaction volume.
Personal 1040 prep. Scales with K-1s, properties, and states.
Our advisory relationship is a flat annual fee with unlimited access. We become the tax brain behind your deals, available whenever a decision comes up, not metered by the hour.
Starting point. Pricing is custom and scoped to your individual needs, but the annual plan begins here.
Real estate decisions don't wait for a billing meter. A flat annual fee means you call us before you sign, contribute, or distribute, when the advice is worth the most, instead of after the fact.
Partnership returns range widely because no two partnerships carry the same complexity. We price to the actual work the return demands.
This list is illustrative, not exhaustive. It's meant to show the kinds of things that add complexity to a return.
It may seem obvious, but the reason added complexity raises the price comes down to two things:
Each item increases the time required to actually prepare the return, and time is the primary input that goes into the return itself.
Each item increases the specialized knowledge required to prepare the return, which raises the labor cost of bringing adequate expertise to bear in the time available to complete it.
Clean books per entity, every month. One simple driver sets the price.
Pricing starts at $500/month per entity and increases from there based on transaction volume.
Your personal return reflects everything flowing up from your deals. We price it to the complexity that lands on your 1040.
This list is illustrative, not exhaustive. It shows some of the items that add complexity to an individual return.
Because pricing is custom, here's how the conversation actually goes.
Entities, properties, partners, states, and what happened during the year.
We identify which of the factors above actually apply to you, nothing assumed.
A clear, fixed price for the work, explained so you know what you're paying for.
On advisory, the annual fee covers unlimited access. Ask before you act.
Tell us about your entities and your goals, and we'll walk you through exactly what your engagement would cost and why.
Book a Scoping CallNo obligation. We'll be upfront about what you need and what you don't.
Or reach out directly: matt@surefiretaxco.com
Pricing reflects starting points and typical ranges. Final pricing is custom and scoped to each client's specific facts and circumstances.