Pricing
Transparent & Straightforward Pricing
I believe clarity is the cornerstone of confidence. My transparent, straightforward pricing removes uncertainty and stress from your financial journey—empowering you to make informed, strategic decisions that shape a stronger future.
- Individual & Business Taxes
- Precision Bookkeeping
Tax Basics
$720+
per year
Great for individuals or small business owners with tax situations that aren’t complex.
Includes:
- 1040 Tax Form for single or married filing separately or jointly
- 1040-Schedule C business returns
- Personalized tax organizer
- Basic tax strategies to maximize deductions and credits while minimizing tax liability
- Annual personal draft return review
- Secure client portal for document upload and communication
- Email support for tax questions
Tax Advantage
$1,800+
per year
Great for small business owners and individuals with more complex tax situations.
Includes:
- Business tax return (1120, 1120-S, 1065, and/or 990)
- State income and franchise tax returns
- Personalized tax organizer
- Basic tax strategies to maximize deductions and credits
- Annual tax strategy meeting
- Annual business and personal tax projections based on prior year
- Secure client portal for document upload and communication
- Year-round phone and email support for tax questions
Elite Tax Strategy
$4,500+
per year
Great for business or individuals seeking year-round guidance and support with tax matters.
Includes:
- Everything included in Tax Advantage, plus:
- On-demand and personalized support
- IRS notice monitoring & audit support
- Proactive financial analysis to identify tax saving opportunities
- Ongoing tracking of assets and basis for S-Corp and investments
- Quarterly tax strategy meetings
- Quarterly business & personal tax projections
- Quarterly estimated tax payments based on current year actuals
Bronze
$1,050+
per quarter
Great for small businesses and solopreneurs looking for reliable financial statements and clean books without breaking the bank.
Includes:
- Cash or accrual accounting
- Quarterly transaction coding and account reconciliation
- Internal process review each quarter
- Standard QuickBooks Online (QBO) financial reports delivered quarterly
- Unlimited email and phone support
Silver
$500+
per month
Great for small businesses that are ready for monthly financial clarity and insights.
Includes:
- Everything included with Bronze, plus:
- Periodic review meetings to keep your finances on track
- Budget creation, implementation, and tracking
- Customized suite of reports, suited to your needs
- Fixed asset management
- Payroll accounting setup and support
- Third-party integration setup and support (e.g., Stripe, Gusto)
- 1099 contractor tracking and analysis
Custom
Get a Quote
Suited for businesses that have complex needs, like project tracking, multiple-locations, or need assistance with a specific project.
Includes:
- Everything in Silver, plus:
- Multi-location sales/expenses tracking
- Third-party app sync implementation
- Accounts Receivable & Payable cleanup
- Rental property income and expense segregation
Note: The services and pricing listed above reflect our base offerings and starting rates and are subject to change.
Need a Custom Solution?
The packages above are just a starting point. I believe the best support is always tailored to your unique business goals. Request a quote today to start the conversation, and I’ll build a personalized plan that fits your needs perfectly.
Kimberly Doerr
If you’re looking for a CPA who truly knows tax law and will go the extra mile, I cannot recommend Drew Jacobsen enough. After my previous bookkeeper made a serious error by recording our business income twice, it made it appear as though we had significantly more profit than we actually did dramatically increasing our tax liability. Drew immediately recognized the...
Schuyler Parnes
Drew helped me with taxes this year and was so helpful in the process. Not only got my taxes done quick and effectively, he has also helped me with a plan going into this current year. Look forward to continue working with him!
Awesome REALTOR
Drew is by far the best tax preparer and bookkeeper that I've ever had the privilege of working with. His communication is A+. His knowledge about tax code is even better. I would highly recommend Drew for any of your bookkeeping or tax preparation needs.
Nathan McGill
Working with Drew is one of the most streamlined experiences imI have ever had with filing taxes. His website is super easy to work through to input the information needed and everything is in very simple steps. I will only continue to use him for my taxes!
Isabel Dorta
Drew is AMAZING!!! He made filing my taxes super easy, stress-free, and honestly kind of fun because he explained everything so clearly (and I asked a lot of questions 😅). I’m not great with numbers, but he walked me through everything with so much patience!!! And the best part? Everything was done virtually through a secure link since he is a...