Defined scope. Direct advice. Built for continuity.
Start with the work you need today. Keep one U.S. business, tax, compliance, and advisory partner as the company becomes more complex.
Launch correctly, then keep the company compliant without starting over with a new team every year.
One-time flagship package
$1,500
For international founders who want a working company—and a team that understands what comes next.
Explore company formation →Current preferred annual rate
$1,200$1,000/ year
Keep the company current each year without rebuilding the relationship from scratch.
Explore annual compliance →Your package covers the agreed work. When your facts change or a new question requires analysis, we scope it before starting.
Starting prices below assume standard facts and usable records. We confirm the scope and final fee before work begins.
Standalone formation
$1,000
Formation, EIN, and standard organizational documents without the full banking and launch package.
Formation details →Financial operations
$300
KYC preparation, application organization, and onboarding support. Approval remains with the provider.
Banking details →CAA service
From $750
Eligibility review, Form W-7 preparation, document review within CAA authority, and submission coordination.
Recurring accounting
From $400 / month
Reconciliations, financial statements, tax-ready books, and routine bookkeeping questions.
Bookkeeping details →Cleanup and review
From $750
Cleanup starts at $750. Quarterly review for client-maintained books is $450 per quarter.
Bookkeeping details →Foreign-owned entity
From $850
Standard Form 5472 and pro forma Form 1120 engagement. Additional forms and correction work are separate.
Tax filing details →Return preparation
From $600
U.S. individual returns from $600; international individual returns from $850; business returns from $1,000.
Tax filing details →Financial diagnostic
$1,250
A focused financial and bookkeeping diagnostic with prioritized findings and a review call.
Focused planning
$1,500
Entity, compensation, deduction, distribution, and current-year planning. Implementation is separate.
Structural work
From $1,500
Entity elections, ownership changes, reorganizations, and multi-entity simplification.
Cross-border strategy
From $2,500
Multi-country ownership, foreign companies, treaties, management and control, and coordinated structuring.
International details →Premium recurring relationship
From $1,500 / month
Accounting, reporting, tax planning, cash-flow monitoring, and scheduled management-level advice.
Existing company
From $300
We establish the filing and record position first. Corrections and ongoing work are quoted after review.
Takeover details →Payroll
From $1,500 / year
Recurring payroll administration priced for employee count, states, corrections, and filing volume.
Tax authority work
From $300
Notice review from $300. Representation and resolution work starts at $750.
Professional access
Use a paid consultation when you need judgment but do not yet need a larger engagement.
Baseline professional rate: $300/hour
$75 / 15 minutes
Tell us what exists, what changed, and what decision or deadline is in front of you. We’ll identify the appropriate engagement.