Our Pricing
Transparent Pricing.
Our Philosophy
Tax Is Complicated Enough. Your Bill Shouldn’t Be.
How We Work
Simple, Transparent Fee Structures
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Consultations
Free & Paid Options
- Free 15-minute call with our intake team
- Paid strategy sessions with an attorney for deeper analysis
- Learn about your options and determine fit
- No obligation on the initial call
Defined Scope
Flat Fee
Starting at $3,500
- Tax strategy memos and opinions
- QSBS analysis and entity structuring
- Audit defense for straightforward cases
- Fixed price — you know the cost before we start
Recommended
Monthly Flat Fee
Starting at $3,500/mo
- Full engagement priced upfront, spread into predictable monthly installments
- No surprise bills — your cost is the same every month
- Call your attorney without watching the meter
- Reevaluated every six months to make sure the engagement still fits your needs
Traditional
Hourly Engagement
Rates from $350–$675/hr
- Complex matters and litigation
- Ongoing representation
- Monthly billing with detailed invoices
- Scope and budget discussed upfront
Why We’re Different
Most Law Firms Bill by the Hour. We Don’t Think That’s Always Best for You.
Predictable Costs
We price the full engagement upfront and divide it into equal monthly installments. You know exactly what you’re paying — every month.
No Meter Running
Call your attorney. Ask questions. Get updates. You’re not watching a clock, and neither are we.
Front-Loaded Work, Spread-Out Cost
Most tax matters require heavy work in the first 60 days. Monthly flat fees prevent a huge bill hitting you right when you need help most.
Better Outcomes
When the financial piece is out of the way, your attorney can focus entirely on your case — not on justifying every quarter hour.
Every Engagement
What’s Always Included
A Team on Your Case
Every matter is worked by a team of two or three. It’s about efficiency, but equally about collaboration — for tax issues, two heads are often better than one.
Regular Updates
You’ll always know where your case stands. We provide proactive updates so you’re never left wondering.
Document Management
Secure client portal via Clio for document sharing, messaging, and real-time case tracking.
No Hidden Fees
If scope changes, we’ll tell you before the bill does. No surprises, no ambiguity.
Common Questions
Pricing FAQs
Do you offer payment plans?
What’s included in the free intro call?
How do monthly flat fees work?
We price the full engagement upfront and divide it into equal monthly installments. You get a predictable cost every month instead of a big bill in month one when the work is heaviest. We reevaluate every six months, and billing pauses when we’re waiting on the IRS or the state to act — you only pay when we’re actively working your case.
We started doing this years ago for clients with cash flow issues, and it’s become our most popular fee structure. Most clients prefer it because it removes the “meter running” psychology — you can call your attorney, ask questions, and get updates without worrying about the bill.
What if my case is more complex than expected?
Do you take cases on contingency?
Have a question not listed here? Book a free 15-minute call and speak with our team directly.
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- Completely confidential — protected by attorney-client privilege
- Every situation is different — you'll receive a custom assessment tailored to yours
- Same-day and next-day appointments available