Z Advisory Group

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Fixed fees, agreed before we start

No hourly billing and no surprise invoices. We confirm your fee in writing before any work begins.

Individual tax return

Starting at

$500

  • Federal and state return preparation
  • Review of your prior year return
  • Answers to your questions about your return
  • Electronic filing

Business tax return

Starting at

$750

  • Federal and state returns for S corporations, C corporations, partnerships, and LLCs
  • Depreciation and asset tracking
  • Quarterly estimated tax calculations
  • Owner K-1s

Bookkeeping

Starting at

$200 /month

  • Monthly categorization and bank and card reconciliations
  • Monthly profit and loss statement and balance sheet
  • Payables and receivables tracking

How we set your fee

Starting prices cover straightforward situations. Your fee depends on things like the number of entities, rental properties, states, and the condition of your records. After a short consultation, we give you a fixed fee and a written scope. If something new comes up partway through, we discuss it with you before doing additional work.

Advice is included

We don’t bill for calls, emails, questions, or advisory conversations, whether you’re a client or thinking about becoming one. Ask as often as you need.

When there is a fee

We charge only when advice turns into work on our end, and it’s always quoted as a fixed fee before we start:

  • Entity formation and S corporation elections
  • Responses to IRS and state notices, and audit representation
  • Calculations and projections you request
  • Payroll services

If a notice is the result of an error on our part, we handle the response at no charge.

Get a fixed quote

Frequently asked questions

Do you charge by the hour?

No. Every engagement has a fixed fee that we agree on in writing before work begins.

Is the consultation free?

Yes. Consultations, calls, emails, and questions are always free, for clients and for people considering working with us.

What could make my fee higher than the starting price?

Things like multiple businesses or entities, several rental properties, filings in more than one state, or records that need cleanup before we can prepare a return. We identify these during the consultation, so your quote reflects them from the start.

What if I get an IRS notice because of a mistake you made?

We handle the response at no charge.