Services and Pricing
Transparent pricing. No surprises.
Every engagement is scoped individually during your free discovery call.
For Business Owners
Base Camp
$1,250 – $2,000
per quarter
$5,000 – $8,000 annually
For side hustlers and early-stage businesses ready to get their financial foundation right.
  • QuickBooks Online setup, onboarding, and cleanup
  • Transaction classification and bank reconciliation
  • Quarterly financial statements (P&L and balance sheet)
  • Quarterly meetings — financials, notable findings, and tax implications
  • Tax filing
  • Tax payment facilitation — quarterly estimates handled so you never miss a deadline
  • Email support
Ideal for sole proprietors and single-member LLCs — including those who may be approaching S-corp territory.
Switchback
Most popular
$2,000 – $3,000
per quarter
$8,000 – $12,000 annually
For businesses with more complexity — payroll, entity compliance, and proactive tax planning.
  • Everything in Base Camp
  • Payroll management including contractor and employee compliance
  • Officer wage and distribution planning
  • Entity compliance
  • Business retirement plan setup and guidance
  • Profit First Model
  • Routine tax projections and planning
Ideal for established S-corp owners and partnerships.
Expedition
$3,000 – $4,500
per quarter
$12,000 – $18,000 annually
For business owners who want their business and personal finances connected under one roof, managed by one person who knows both sides.
  • Everything in Switchback
  • Personal cashflow planning and budgeting systems
  • Debt analysis and paydown
  • Retirement projections and scenario modeling
  • Long-term tax strategies
  • Guidance on major financial decisions — home purchases, vehicles, credit, college funding, and more
  • Focus on building financial literacy
Ideal for business owners ready to connect their business success to personal wealth building.
ℹ A one-time onboarding fee may apply depending on account complexity, cleanup required, and timing of engagement. This is assessed individually and waived when circumstances allow.
For Individuals
Financial planning for individuals
No business? No problem. We offer action-based, holistic financial planning for individuals.
Trailhead
$1,000 – $1,500
per quarter
$4,000 – $6,000 annually
Comprehensive financial planning across every area of your financial life, on an ongoing basis.
  • Personal cashflow planning and budgeting systems
  • Debt analysis and paydown
  • Retirement projections and scenario modeling
  • Long-term tax strategies
  • Guidance on major financial decisions — home purchases, vehicles, credit, college funding, and more
  • Focus on building financial literacy
Day Pass — Planning
$500 – $4,000
one-time · scoped by topic
A focused engagement built around whatever financial question is keeping you up at night.
  • Any single planning topic or combination
  • Scoped and priced at the discovery call
  • Great entry point before committing to Trailhead
Frontier Tax Advisory is not a registered investment advisor and does not provide investment advisory or securities-related services.
One-Time Engagements
Day Pass — Tax
$500 – $1,500
one-time · individual returns only
For individuals who need a trusted professional to handle their tax return — nothing more, nothing less.
  • Document collection and organization
  • Federal and state tax preparation
  • Tax return review with feedback for the upcoming tax year
  • Email support for quick tax questions
  • Complexity-based pricing — returns involving investments, rentals, K-1s, or small business income will be priced accordingly
Business entity returns are prepared exclusively for ongoing bookkeeping clients.
Day Pass — Planning
$500 – $4,000
one-time · scoped by topic and complexity
A focused engagement built around whatever financial question is keeping you up at night.
  • Any single planning topic or combination
  • Scoped and priced at the discovery call
  • Great entry point before committing to Trailhead
Frontier Tax Advisory is not a registered investment advisor and does not provide investment advisory or securities-related services.

Not sure which tier is right for you?

Book a discovery call and we’ll figure it out together.

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