15+ years of hands-on tax experience, transparent flat pricing, and a small firm that balances compliance with real tax savings, without the call-center runaround of a big shop.
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I spent 15+ years working in other firms' tax and accounting departments before founding SPS Tax and Advisory. I genuinely love this work: helping clients resolve tricky tax situations, understand how their taxes actually work, and build a plan that keeps them saving on taxes while staying fully compliant.
As a small, agile firm, there's no aspect of the client experience that escapes my review. You aren't a subscriber here. You're a trusted business partner, and I build every relationship that way.
You get both: protection from risk, and every legitimate tax dollar saved.
Questions about your entity, bookkeeping, or return? Let's meet. It'll be fun! (Well, as much fun as it can be.)
One person is ultimately responsible for your experience, start to finish.
No ghosting. Consistent, responsive, and easy to reach. You'll hear back quickly.
Same tax expertise. A very different experience getting it.
| SPS Tax and Advisory | Big firms & bookkeeping apps | |
|---|---|---|
| Service | Responsive, knowledgeable, and friendly, every time | Automated, generic, or slow to respond |
| Who answers | Direct access to your advisor, never a call center or chatbot | Ticket queue, rotating reps, or a support bot |
| Pricing | Flat, posted pricing, no mystery invoices | Hourly billing or opaque subscription tiers |
| Your experience | One person is ultimately responsible for your experience, start to finish | Anonymous support pool |
| Meetings | Scheduled directly, over Zoom or Google Meet | Self-serve app, or whoever's available |
| Bookkeeping | You keep it in Xero or QBO, we review | Black-box, hard to see into |
| Overhead | Lower overhead → competitive fees, better quality | High overhead, passed on to you |
Meetings and quick check-ins aren't the same thing, and we keep them that way on purpose.
Flat, posted pricing, no mystery invoices. The two packages below are annual plans for S-corps, including Gusto payroll, Xero or QBO, quarterly tax support, business + individual tax prep, and most Secretary of State filings. Other entity types are available as custom packages, just ask.
You handle day-to-day bookkeeping in Xero or QBO; SPS reviews it with you at least quarterly.
SPS prepares your bookkeeping in Xero or QBO for you, plus everything in the self-service package.
| Service | Price |
|---|---|
| 1040, simple | $750 |
| 1040 with Sch. E/C/D/A or other schedules | $875+, depending on complexity |
| 1065 or 1120-S, less activity | $875 |
| 1065 or 1120-S, more activity | $875+, depending on complexity |
| Tax Notice Resolution | $165/hr ($200 minimum) |
| Audit representation | Let's meet to discuss! |
| Business Entity Formation | $265 + hourly rate if necessary |
| Business Entity Tax Elections, Revocations, Dissolutions | Request a quote |
| Other Tax Forms, Packages, and Filings | Request a quote |
Excited about working together? Send a note and expect a prompt response, or grab time directly on the calendar.
SPS Tax and Advisory