A Proactive Approach to Taxes
Integrated, strategic, and built around your life and business.
Most tax firms focus on April. We focus on the entire year.
Sound Tax brings together tax planning, financial planning, and business strategy so your decisions stay aligned, efficient, and clear — not rushed or reactive.
We specialize in business owners and families who want a forward-looking approach, creative problem-solving, and a team that understands how taxes impact every part of their financial life.
We offer three levels of Tax support
Choose based on the amount of strategy and involvement you’re looking for.
Individual Tax Preparation
Simple, accurate preparation and filing.
- Personal tax returns start at $650
- Business tax returns start at $1,500 (full preparation included)
If you’d like additional support — such as live tax projections or estimated payment calculations — ongoing planning is available at $250/hour.
Comprehensive Annual Tax Planning
Preparation included. For clients who want proactive, year-round strategy and predictable outcomes.
Monthly retainer fee starting at $1,000
This includes:
- Ongoing tax planning and strategy
- Real-time tax projections
- Estimated payment calculations
- Year-end planning
- Business and personal tax returns included
If you prefer clarity throughout the year instead of surprises at year-end, this is your best fit.
Outsourced CFO Model
A complete financial leadership solution delivered through Sound Tax — ideal for business owners who want everything handled under one coordinated team.
This includes:
- In-house bookkeeping
- Monthly strategic business planning
- Profitability and cash flow insights
- Ongoing tax planning
- Tax preparation included (same coverage as Option 2)
Bookkeeping typically runs up to $500/month, depending on volume.
For full details on this model, see our Business Services page
Additional Notes on Fees & Complexity
While our listed fees cover most situations, some returns require additional work depending on complexity.
In these cases, additional work may be billed at $250/hour, always discussed ahead of time.
We value transparency, and you will always know what to expect before we move forward.
Examples include:
- Multi-state or additional state filings
- Complex business transactions
- Stock compensation (ISOs, RSUs, ESPP, etc.)
- Basis adjustments or depreciation corrections
- Amended returns
- Rental property schedules or partnership allocations
- Bookkeeping cleanup or reconciliation needs
Which Option Is Right for You?
If you’d like help deciding, we’re happy to talk through your goals, complexity, and business needs to point you in the right direction. Schedule an Intro Call to explore how Sound Tax can support you this year.