Services & prices
What we do, and what it costs
Prices below are starting prices. We give you the exact fee before any work begins.
Tax Preparation
Individual, business, self-employed, multi-state, back taxes and rental property returns — prepared and signed by an Enrolled Agent.
- Personal return, W-2 income onlystarts at $285 per return
- Personal return, more than W-2sstarts at $385 per return
- Small business, rental and farm returnsstarts at $525 per return
- S-corps, C-corps and partnershipsstarts at $1,900 per return
Bookkeeping
Monthly books, catch-up cleanup and QuickBooks setup — run by a bookkeeper with 25+ years behind her.
- Starting pricestarts at $85 an hour
Payroll
Payroll processing plus the Oregon compliance layer — Paid Leave, transit taxes and local withholding.
Quoted for your situation. Every case is different, so we give you the price once we know what is involved.
Tax Planning
Entity choice, quarterly estimates and year-end moves — decided while there is still time to act on them.
Quoted for your situation. Every case is different, so we give you the price once we know what is involved.
IRS Representation
Audits, notices, collections and appeals — handled by someone with unlimited practice rights before the IRS.
Quoted for your situation. Every case is different, so we give you the price once we know what is involved.
Notary
Oregon notary public services at both offices, including loan signings.
- Starting pricestarts at $10 per stamp
Starting prices as of September 2026. Your final fee depends on what your return or books involve, and we tell you what it is before we start.
Questions
Questions about services and prices
Are the prices on this page the final fee?
No. They are starting prices: the least we charge for the simplest version of each job. What generally moves the number is how many jurisdictions you file in, whether your books are ready, how many business or rental schedules you have, your investment activity, and whether a prior year needs fixing. We quote the exact fee before any work begins.
Why aren’t payroll, IRS representation and tax planning priced?
Because each is scoped to the case in front of us. Payroll depends on headcount, pay frequency and which jurisdictions you withhold for; representation depends on the notice or audit you have; planning is priced against what is being decided. Call and we will quote it.
Is a business return priced on top of my personal return?
It depends on the entity. A Schedule C or Schedule E business is part of your personal return and falls in the small business, rental and farm band, which starts at $525. An S-corp, C-corp or partnership files its own return, starting at $1,900, and you still have a personal return as well: two engagements and two fees.
When do I pay, and do you take a percentage of my refund?
Fees are due when the return is filed. We never take a percentage of your refund: a refund-based fee gives the preparer a financial interest in the size of your refund, which is the opposite of the incentive you want them to have.
What does the price of a return include?
The federal and state return, prepared and reviewed in-house before you sign it; a comparison against last year, so a number that moved gets explained; electronic filing and the acknowledgements that come back from it; and the conversation afterwards. If the IRS or the Oregon Department of Revenue writes to you about a return we prepared, reading the letter is not a separate engagement.
How is bookkeeping billed?
By the hour, starting at $85 an hour, for monthly bookkeeping, catch-up work and QuickBooks setup. Catch-up months take longer than steady months, and once the books are clean the monthly cost generally settles into a predictable number.
What do I need for a notary appointment?
Current, government-issued photo ID; the complete document, unsigned; every signer, each with their own ID; and any witnesses the document requires. Notary services start at $10 per stamp at both offices, including loan signings. Call ahead during tax season, when the offices are busy. A notary cannot give legal advice or choose the certificate wording for you.
Can you prepare returns for states other than Oregon?
Yes. We prepare non-resident and part-year state returns and work remotely with clients across the United States. Most of our multi-state work involves Oregon and Washington, along with California, Idaho and Arizona. Multi-state returns
Getting started
A complimentary 15-minute introductory call
We talk about your situation and whether we are a good fit to work together. No tax advice is given on this call. If we are a fit, we quote the work and schedule your appointment.