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Pricing

Clear, flat pricing. Built for long-term partnership.

You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an email in July.

Essentials

$2,400/ year

For individuals and professionals building a strong foundation.

Professionals and households who want proactive tax planning and a trusted advisor to call — without complexity they don't yet need.

Included

  • Annual personal tax return
  • Year-round tax planning guidance
  • Q4 tax projection & strategy session
  • Retirement contribution planning
  • Secure client portal & document vault
  • Email access to your advisor year-round

Not included

  • — Business returns
  • — Multi-entity coordination
  • — Quarterly planning meetings
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Most clients

Integrated

$6,000/ year

For families and pre-retirees who want full financial planning.

Families, executives, and pre-retirees who want integrated tax and financial planning, retirement strategy, and an active advisory rhythm.

Included

  • Everything in Essentials
  • Full financial plan (refreshed annually)
  • Retirement & income planning
  • Quarterly planning meetings
  • Investment coordination & asset location
  • Estate planning coordination
  • Multi-year tax strategy modeling
  • Priority email & phone access

Not included

  • — Business entity returns
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Advisory

From $12,000/ year

For business owners and complex households.

Business owners, multi-entity households, and established families who want a true outsourced financial partner across every part of their financial life.

Included

  • Everything in Integrated
  • Business entity returns & strategy
  • Owner compensation review (S-corp)
  • Monthly bookkeeping oversight
  • Custom KPI & financial dashboards
  • Coordination with attorneys & advisors
  • Annual long-term planning review
  • Priority response & turnaround
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Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations (multi-state returns, prior-year cleanup, multiple entities) are quoted individually.

How pricing works

You're paying for guidance, not a stopwatch.

Hourly billing rewards slow work and quietly punishes you for asking questions. Flat annual fees do the opposite.

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Flat fees, quoted up front

Before any work begins, you get a written annual fee. No hourly meters, no surprise invoices — if a 30-minute call helps you make a wiser decision, that's the point.

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Priced on value, not hours

What matters isn't how long the work takes. It's that your financial life is organized, your taxes are optimized, and you have a prepared advisor to call. The fee reflects the outcome.

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Predictable, year after year

Pricing only changes when your situation meaningfully changes — a new business, a major life event, significant new complexity. Otherwise, what you pay this year is what you pay next year.

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One firm, one engagement

Tax, planning, retirement, and advisory are bundled into a single relationship. No piecing things together across providers.

Common questions

A few things people usually ask.

What if my situation changes mid-year?+
If something meaningful happens — you start a business, take on significant new complexity, or cross into a new planning tier — we'll re-quote before doing the additional work. Small questions and check-ins are always included.
Do you charge for phone calls and emails?+
No. The flat fee covers all the regular back-and-forth. The whole point of proactive guidance is that you don't hesitate to reach out before making a decision.
Do I have to be in Pleasanton to work with you?+
Not at all. We're based in Pleasanton and proudly serve the Tri-Valley — Dublin, Livermore, San Ramon, and beyond — along with clients across Northern California through our secure client portal and virtual meetings.
What about prior-year returns or amendments?+
Quoted separately, but quoted up front. If reviewing your last two returns turns up missed planning opportunities, we'll tell you what amending would cost and what you'd likely recover.
When are fees billed?+
Annual engagements are billed at the start of the engagement or in quarterly installments via ACH. No surprise invoices — just a predictable annual partnership.
Is there a minimum engagement?+
Tri-Valley is built around long-term relationships. We're not the right fit for one-off, lowest-cost filings — but there's no multi-year contract either. We earn your trust each year.
Next step

Modern financial guidance built around clarity, confidence, and partnership.

A short conversation, a quick look at where your financial picture stands, and a clear annual number — in writing. No pressure.

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