Who we work with & Pricing
Who do we work with?
Michiganders
Our lifeblood is Michigan-based business owners. If you’re out of state for the foreseeable future, then we probably won’t be a good fit. If you’re out of state but moving to Michigan soon or if you are out of state and just looking for an individual tax return (no business)… let’s talk!
Small Business Owners
We love working with small business owners. Entrepreneurship is our lifeblood.
Your business gross revenue should be anywhere from $100,000 to $2,000,000. If you’re a start-up and just launched then you may still be a good fit!
Service, Construction, Manufacturing Business Owners progressing beyond ‘small’
Beyond the accounting and tax needs, we can also help with the Outsourced Controller and CFO services that become more crucial during this stage of your business.
Your business gross revenue should be anywhere from $2,000,000 to $10,000,000.
No C Corporations - Sorry!
Investment Property Owners
We joke that every other client who works with us owns a rental property. We’re also good at reporting the correct cost basis for depreciation purposes - a common mistake!
Real Estate Agents
You’ve built your business, we’ll help you stay compliant.
Stock Option Compensation
Do you have RSUs, ESPPs, ISOs and/or other stock options? Tax planning around purchasing and selling is key and we can help advise you on what’s best (in our opinion). We’ll also make sure your tax return is reporting the correct cost basis when you sell the options.
“Simple” Tax Returns
Let’s face it… There is no such thing as a “simple” tax return anymore, thanks to Congress. If you only have a W-2 with stock sales, you are welcome here.
No Jerks
We don’t work with jerks. If you’re a jerk and/or disrespectful to anyone on our team… expect to get a disengagement letter.
No Trust or Estate Work
We currently don’t work on trust or estate tax returns.
No Non-Profit Companies
We will file 990-EZ returns for non-profits, but beyond that, you would be better served with a more specialized firm.
Don’t Mind Extensions
All new clients can expect their tax returns to be extended. This allows us to ensure your return is prepared correctly and not rushed.
We offer tax planning to help avoid any tax surprises, penalties & interest.
Tax Return Pricing
Individuals
Our typical range is usually $595 - $1500 for personal (1040) returns
Those with stock-based compensation typically start at $695
Those with Schedule E rental properties tend to range from $750-$1200
Those with Schedule C businesses/consulting/real estate agents tend to range $950-$1200
Business Entity
Our range is usually $1,200-$2,500 for business entity returns (S-Corp and Partnerships)
Business Accounting Services Pricing
Requires new client meeting to determine fit and pricing. Minimum monthly pricing starts at $500/month.
Important Note
Why we may be more expensive than other professionals in the area, but:
We do the right thing
We value response times and communication
We know our stuff and stay in our lane of expertise
What people are saying
