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Pricing

Flat annual pricing. No hourly billing.

You'll know exactly what you're paying before any work begins — and the fee won't change because you asked a question in July.

Essentials

$650/ year

For straightforward individual returns.

W‑2 earners, simple investments, standard deduction or basic itemizing.

Included

  • Federal & California return preparation
  • Secure document portal & e‑signature
  • Withholding & estimated payment review
  • Email access to Lindsey during tax season
  • Year‑over‑year continuity

Not included

  • — Year‑round planning calls
  • — Equity comp modeling
  • — Business returns
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Most clients

Household

$1,450/ year

For dual‑income households and professionals.

Two careers, RSUs/ESPP, a home, kids, a rental, or anything that doesn't fit on a single page.

Included

  • Everything in Essentials
  • Equity compensation reporting (RSU / ESPP / NSO / ISO)
  • Schedule E rental property (up to 2)
  • Mid‑year tax projection & Q4 check‑in
  • Direct phone & email access to Lindsey year‑round
  • Plain‑English answers to the questions in between

Not included

  • — Monthly bookkeeping
  • — Business entity returns
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Owner

From $3,800/ year

For small business owners who want it all handled.

Owner‑operators of LLCs, S‑corps, and partnerships who want bookkeeping, business tax, and personal tax under one roof.

Included

  • Everything in Household
  • Monthly bookkeeping & reconciliation
  • Business return (Schedule C, 1120‑S, or 1065)
  • Owner K‑1 coordinated with personal return
  • Quarterly business review
  • Reasonable compensation review (S‑corp)
  • 1099 preparation & filing
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Final fees are confirmed in writing after a short intro call. Pricing reflects a typical engagement; complex situations (multi‑state, large rental portfolios, prior‑year cleanup) are quoted individually.

How pricing works

You're paying for an outcome, not a stopwatch.

Hourly billing rewards slow work and quietly punishes you for asking questions. Flat annual fees do the opposite.

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Flat fees, quoted up front

Before any work begins, you get a written fee for the year. No hourly meters, no surprise invoices — if a 30‑minute call helps you make a better decision, that's the point.

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Priced on value, not hours

What matters isn't how long the return takes. It's that it's accurate, optimized, and that you have someone to call. The fee reflects the outcome, not a stopwatch.

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Same fee, year after year

Pricing only changes when your situation meaningfully changes — a new business, a new property, equity vesting. Otherwise, what you pay this year is what you pay next year.

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One firm, one invoice

Bookkeeping, business returns, and personal returns are bundled. No separate bills, no piecing things together across providers.

Common questions

A few things people usually ask.

What if my situation changes mid‑year?+
If something meaningful happens — you start a business, sell a property, vest a large RSU grant — we'll re‑quote before doing the additional work. Small questions and check‑ins are always included.
Do you charge for phone calls and emails?+
No. The flat fee covers all the regular back‑and‑forth. The whole point is that you don't hesitate to reach out.
What about prior‑year cleanup or amended returns?+
Quoted separately, but quoted up front. If reviewing your last two returns turns up missed deductions, Lindsey will tell you what amending would cost and what you'd likely recover.
When are fees due?+
Half at engagement, half when your return is filed. For business clients on monthly bookkeeping, fees are billed monthly via ACH.
Is there a minimum engagement?+
Pleasant Hill Tax Group is built around long‑term relationships. We're not the right fit for one‑off, lowest‑cost filings — but there's no multi‑year contract either.
Next step

Get a flat‑fee quote before you commit to anything.

A short intro call, a quick look at last year's return, and a clear number — in writing — for what this year will cost.

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