Service Pricing
Transparent. Tiered. Tailored.
A complete view of every engagement structure at Novēm Tax. Pricing reflects active client agreements; custom scoping available for complex situations.
5% off for full annual payment upfront
Planning and Strategy
Consulting
A fully integrated tax practice for discerning clients: proactive strategy and a consulting team with proficiency in multiple markets.
Gold
Available for corporate and retired individuals only.
$275
/mo
or $3,300 / year
1 personal return
1 annual tax meeting (60 mins.)
1 BOY tax position report
1 strategic tax document (workplan or retirement plan)
3 hours of a la carte CPA consulting
1 annual session + year-round oversight. Recommended for clients looking to maximize retirement and investment planning.
Most Chosen
Foundation
Available for…
$415
/mo
or $4,980 / year
1 personal return
50% off the first additional business return
2 bi-annual tax meetings (60 mins. each)
All deliverables listed in the Gold tier
Additional dynamic tax savings report
5 hours of a la carte CPA consulting
2 annual sessions + year-round oversight. Recommended for small business owners looking to lay a foundation that is both business and tax efficient.
Essential
Available for…
$600
/mo
or $7,200 / year
1 personal and 1 business return
20% off of additional filings
4 quarterly sessions (75 minutes each)
All deliverables listed in the Gold tier
10 hours of a la carte CPA consulting
4 annual sessions + year-round oversight. Recommended for developed business or multi-business owners looking to maximize tax efficiency in their structure.
Custom
Custom Pricing
Based on scope, complexity, and cadence
Built around your individual needs
Customized sessions & planning, built for you
Recommended for complex situations - multiple entities, high income variability, or unique planning needs that don't fit a standard package.
Consulting Hourly Rates
$300/hr
Additional hours billed for consulting clients
$325/hr
Novem Family Hourly Rate (wealth and lending clients)
$350/hr
Market rate
Bookkeeping & Tax
All Services
Monthly close, financial reporting, and entity compliance, designed to make every tax decision faster and every filing cleaner.
How many monthly transactions do you have?
YOUR BUNDLE
One predictable monthly price for bookkeeping and tax services that work together.
Included
Monthly bookkeeping
Business tax return
Quarterly tax planning
Year-end tax-ready close
Optional
Payroll - individually scoped
Includes:
Payroll processing
Tax deposits
Filings
Benefit remittance
Execution and Compliance
Tax Filings
Per-form pricing reflects clean, complete documentation. Complex situations are quoted before work begins.
Individual Returns
Individual
Form 1040
$475
LLC
Form 1065 or Schedule C
$1,500
C-Corporation
Form 1120
$1,800
Trust / Estate
Form 1041
$850
Gift
Form 709
$500
All filings include e-filing, confirmation, and a copy delivered to your client portal.
Career-Window Strategy
Athlete Services
Engagement-based pricing reflects the irregular cadence of athlete tax life: high earning windows, multi-state filings, brand income, and post-career transition.
Collegiate
NIL income, multi-state filings, entity setup, parental coordination.
$350/mo
Professional
Jock tax, contract structuring, brand income, agent fee planning.
$1,000/MO
Retired
Deferred comp, brand income, estate transition planning.
$600/mo
MULTI-ENTITY Consolidation
Additional Entities
A one time fee to audit your structure, map it out, and build a financial snapshot for YTD so that you can understand where you are financially.
Individual Returns
Up to 3 entities
$2,000
4th Entity
$2,500
Additional entities after 4
$400/company
