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.
Foundation
1 annual session + year-round oversight
$275
/mo
or $3,300 / year
1 annual strategy session (60 min)
Year-round tax law monitoring
Annual tax position report
Up to 6 hours of additional CPA consulting
Recommended for high W-2 earners looking to maximize retirement and investment planning.
Most Chosen
Essential
2 semi-annual strategy sessions
$600
/mo
or $7,200 / year
2 semi-annual sessions (60 min each)
Tax savings opportunity report
Entity structure review
Filing bundle included
Up to 17 hours of additional CPA consulting
Recommended for small business owners looking to lay a foundation that is both business and tax efficient.
Growth
4 quarterly sessions + mid-year projection
$1,000
/mo
or $12,000 / year
4 quarterly sessions (75 minutes each)
Tax savings opportunity report
Rolling projection and scenario modeling
Filing bundle included
Up to 25 hours of additional CPA consulting
Recommended for developed business or multi-business owners looking to maximize tax efficiency in their structure.
Premier
12 monthly sessions + wealth transfer
Custom
engagement
scoped to facts
12 monthly strategy sessions (60 min)
Rolling projection and scenario modeling
Estate and wealth transfer planning
Business exit and succession planning
Multi-state and international coordination
Recommended for households where estate tax and succession planning are a large concern going forward.
Execution and Compliance
Tax Filings
Per-form pricing reflects clean, complete documentation. Complex situations are quoted before work begins.
Individual Returns
Form 1040 · Individual
Federal + one state, W-2 income, standard deductions
from $475
Additional state return
Each additional state filing
$125 / state
Schedule C · Self-employment
Sole proprietor or single-member LLC income
from $350
Schedule E · Rental / K-1
Per property or per K-1 received
from $200 each
Form 1040-NR · Non-resident
Includes treaty positioning where applicable
from $850
Business & Fiduciary Returns
Form 1120-S · S-Corporation
Includes K-1 distribution to owners
from $1,500
Form 1065 · Partnership
Includes K-1 distribution to partners
from $1,500
Form 1120 · C-Corporation
Includes book-to-tax reconciliation
from $1,800
Form 1041 · Trust / Estate
Fiduciary return for trusts and estates
from $850
Form 709 · Gift Tax
Annual or lifetime gift reporting
from $500
Form 706 · Estate Tax
Coordinated with counsel and executor
custom quote
All filings include e-filing, confirmation, and a copy delivered to your client portal.
Operational Foundation
Bookkeeping
Monthly close, financial reporting, and entity compliance, designed to make every tax decision faster and every filing cleaner.
Standard
single entity · core monthly close
$1,350
/mo
$16,200 / year · $350 creditable payroll component (up to 10 W-2s)
Monthly bank reconciliation
P&L and balance sheet
Chart of accounts setup
Year-end close, tax-ready
Without payroll services this tier runs at $1,000/mo.
Expansion
growing operations · cash flow advisory
$1,800
/mo
$21,600 / year · $525 creditable payroll component (up to 25 W-2s)
Everything in Standard
Payroll processing
AP / AR management
Quarterly KPI review
Without payroll services this tier runs at $1,275/mo.
Scale
multi-entity · CFO-level reporting
$3,000
/mo
$36,000 / year · $700 creditable payroll component (25+ W-2s)
Everything in Expansion
Multi-entity consolidation
Monthly management reporting
CFO advisory call
Without payroll services this tier runs at $2,300/mo.
Add your name to the early-access list at launch for a first-mover discount.
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.
Custom · From $300/mo
Professional
Jock tax, contract structuring, brand income, agent fee planning.
Custom · Scoped to Contract
Retired
Deferred comp, brand income, estate transition planning.
Custom · Premier Tier
