Transparent Pricing

Scope-based pricing. No surprises.

Every engagement is scoped in writing before work begins. Start with a $350 60-Minute CPA Strategy Session—and 100% of your $350 session fee is credited directly toward your engagement invoice when you move forward.

How the $350 Credit Works: Pay $350 for your 60-minute diagnostic and written action plan. If your engagement is scoped at $1,500, your remaining balance is $1,150. Ready to file without a strategy session? Request a free 15-minute scope & quote check →

Individual Returns

Personal & Equity Tax (1040)

$750 and up

For high-income W-2 earners, tech workers with RSUs/ESPP/ISOs, crypto investors, rental property owners, and multi-state filers.

Documented ROI: $15,000 Recovered Prior-year return review & RSU/investment cost-basis reconciliation uncovered $15,000 in missed refunds.
  • Individual return (1040) with all schedules
  • RSU / ESPP / stock option cost-basis reconciliation
  • Multi-state & rental property reporting (Schedule E)
  • Prior-year return review at no additional cost
  • $350 strategy session fee 100% credited
Book a $350 Strategy Session Explore RSU & High-Earner Tax →
Most Common

Self-Employed & IRS Defense

Schedule C & Resolution

$1,500 and up

For sole proprietors, consultants, 1099 contractors, and single-member LLCs—plus taxpayers resolving IRS CP2000/CP14 notices or back taxes.

Documented ROI: $68,160 → $64 IRS Notice Transcript analysis and revised schedules reduced a $68,160 IRS proposed assessment down to $64 owed.
  • Personal return (1040) with Schedule C & QBI optimization
  • Home office, vehicle, and retirement (Solo 401k / SEP) strategy
  • Quarterly estimated tax projections
  • IRS transcript monitoring & prior-year review
  • $350 strategy session fee 100% credited
Book a $350 Strategy Session Explore IRS Notice Defense →

Business Returns

S-Corp, Partnership & LLC

$3,500 and up

For S-Corps (1120-S), partnerships (1065), and multi-member LLCs that need entity-level returns coordinated with owner compensation and PTET strategy.

Documented ROI: $70,000/yr S-Corp Savings S-Corp election and reasonable salary restructuring saved a $1.2M business owner $70,000 annually.
  • Entity return (1120-S, 1065, or 1120) + Schedule K-1s
  • S-Corp election (Form 2553) & reasonable salary defense
  • Entity + personal return coordination & PTET elections
  • Bookkeeping cleanup & balance sheet reconciliation
  • $350 strategy session fee 100% credited
Book a $350 Strategy Session Explore S-Corp Tax Strategy →

Past client outcomes are specific to each client's facts and records and do not guarantee future tax savings, refunds, or IRS outcomes.

Specialized Advisory & Resolution Scopes: International tax (FBAR, Form 3520, PFIC, 1040NR) · IRS notice response & penalty abatement · Multi-year catch-up filing · Year-round advisory retainers. Every engagement is quoted as a fixed fee after reviewing your transcripts or documents—and your $350 strategy session is credited 100%. Request a filing quote or book a diagnostic session.

Interactive CPA Tax Calculators

Estimate your savings or exposure before booking.

S-Corp Tax Savings Calculator → Compare Schedule C self-employment tax vs. S-Corp reasonable salary + distributions. RSU Withholding Gap Calculator → Model the gap between 22% statutory RSU withholding and your actual marginal tax rate. IRS Notice & Form 3520 Triage Tool → Check your 30-day statutory deadline, CP2000 cost-basis errors, and Form 3520 penalty relief.

Every Engagement

What's always included.

1

Scope agreement before we start

You'll receive a written scope of work with deliverables and timeline before any work begins. No surprise invoices, no scope creep.

2

Prior-year return review

Every new engagement includes a complimentary review of prior-year returns to check for missed deductions, errors, or amendment opportunities.

3

Direct CPA access

You work with our licensed CPA directly — not a junior preparer, not a call center. Email and phone access throughout your engagement.

4

IRS-cited strategy summaries

Tax positions are documented with IRC code references and explained in plain English — so you understand what we're doing and why it's defensible.

What clients have said

"Fast Close AI gave us year-round advisory and proactive planning — not just a return. Our tax liability dropped significantly the first year."

Founder & Operator · $2M revenue business · Illinois

Common Questions

What people usually ask.

How do you handle complex situations with multiple components?

We scope complex engagements together before quoting. If your situation has multiple components (business + personal + international, for example), we'll walk through each piece and give you an honest estimate before any work begins.

Do you offer ongoing retainer relationships?

Yes. Many clients — especially founders and operators — work on a monthly retainer basis that includes quarterly check-ins, proactive planning, and direct cell access year-round. Retainer pricing is determined by scope and complexity.

What's your refund policy?

Retainer fees are non-refundable, consistent with standard professional services practice. Scope is agreed in writing before work begins — so you know exactly what you're committing to.

Can you work with clients outside Illinois?

Yes. We serve clients in 15+ states. We are virtual-first and have the systems to work effectively with clients anywhere in the US, including international clients with US tax obligations.

Not sure which tier fits?

Book a $350, 60-minute strategy session to discuss the scope your situation needs and receive a written action plan. The fee is credited toward engagement.

Book a $350 Strategy Session

Imran Baig  ·  Illinois Licensed CPA  ·  60 minutes

Book a $350 Session Call CPA