From Seedling to Sequoia:
Tax and Accounting Solutions that grow with you.
Services (2026)
| A la Carte (Base Pricing) | Price |
|---|---|
| 1040-Personal Tier One (1-3 tax forms) | $275 |
| 1040-Personal Tier Two (3-7 tax forms) | $450 |
| 1040-Personal Tier Three (7+ tax forms) | $700 |
| 1120(s) | $1000 |
| 1065 (2 Partners) | $450 |
| 1065 (2-4 Partners) | $850 |
| 1065 (4+ Partners) | $1000 |
| Senior and Child Add-On | $125 |
| Entity Formation and LLC publication | $320+At Cost Filing Fees |
| R&D Credit Research | Custom (Base pricing is based on perfomance and additonal filing) |
| Subscription Model | Best for | What's Included: | Price | |
|---|---|---|---|---|
| Tier I | Quarterly Tax Planning + Senior Accounting Oversight | Small partnerships and S-corps doing $200K–$1M in revenue that want proactive tax planning and tighter financial decision-making—without hiring in-house. | -Quarterly tax planning + estimated tax projections -Cash flow check-ins tied to tax due dates and owner draws -S-corp compensation & compliance touchpoints (reasonable comp, distributions, payroll alignment) -Senior-level accounting review for clean reporting and fewer year-end surprises on the tax basis adjustments -Email/Slack-style support for planning questions (reasonable use) | $500–$1,250 / month |
| Tier II | Monthly Controller Support + Capital & Basis Tracking | Growing partnerships and S-corps doing $1M–$5M that need structure, tracking, and smarter purchase decisions—especially around fixed assets, distributions, and debt. | -Partnership capital account, basis, and liability tracking (including partner contributions/distributions) -Monthly fixed asset additions review + capitalization checks (avoid missed depreciation, improve audit trail) -Monthly cash flow and runway review (with action items) -S-corp compensation strategy reviews as profitability changes -Higher-touch accounting leadership coordination with your bookkeeper/QBO team | $1,250–$2,750 / month |
| Tier III | Bundled Tax + Accounting Package (Outsourced Finance Team) | Businesses that don’t have in-house bookkeeping/accounting and want a bundled solution that reduces operational drag and improves reporting quality—without paying for multiple internal hires. The goal: Reduce total operating cost while providing consistent accounting, tax compliance, and financial guidance month-to-month. | -Monthly bookkeeping oversight (or full service, depending on scope) -Monthly close support + financial statement package (P&L, balance sheet, cash flow notes) -Ongoing tax planning integrated into monthly reporting -Clean compliance workflow (sales tax, payroll coordination, 1099 readiness—if applicable) -CFO-level guidance: forecasting, KPI tracking, pricing/margin insights, and decision support | 3,500–$6,000 / month |
| Custom | Built Around Your Needs | Have something more specific (multi-entity structure, acquisitions, investor reporting, cleanup, complex partner economics, etc.)? | Next step: Submit a contact form with your goals, revenue range, entity type(s), and current systems. You’ll receive a tailored scope and proposal—supported by me or a partner, depending on complexity. | Contact |
| Books Clean Up | Catch up on Books | Businesses that need cleaning on their books done | Consultation with Redwood Partner and Affiliates who will be your point of contact for the entire process. | Contact |
| ****Note all monthly subscriptions are given discounted tax filing support |
Reach New Heights
This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.