SBSF Bay TaxSan Francisco · Bay AreaSchedule a Consultation
Pricing

Clear 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. SF Bay Tax is built around long‑term relationships, not stopwatch billing.

Individual

From $650/ year

For individuals and families with real financial lives.

Bay Area individuals and households navigating equity comp, multi‑state income, rental property, or self‑employment alongside their W‑2 lives.

Included

  • Federal and California return prep
  • Equity comp reporting (RSU, ISO, ESPP)
  • Multi‑state income handling
  • Schedule E rental support
  • Year‑round email access to your advisor
  • IRS / FTB notice response

Not included

  • — Business return
  • — Bookkeeping
  • — Quarterly advisory calls
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Most clients

Business + Owner

From $895/ month

For owner‑operators ready for proactive guidance.

Bay Area founders and small business owners who want clean books, proactive tax planning, and a real advisory relationship — all in one place.

Included

  • Monthly bookkeeping & reconciliation
  • Annual business tax return
  • Annual personal tax return (owner)
  • Strategic tax planning (mid‑year + Q4)
  • Quarterly business review meetings
  • S‑corp reasonable comp review
  • Payroll & 1099 filings
  • Direct phone & advisor access

Not included

  • — Multi‑entity consolidation
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Advisory Partner

From $1,850/ month

For families and businesses with real complexity.

Established Bay Area clients with multiple entities, real estate, equity events, or family planning who want a true long‑term financial partner.

Included

  • Everything in Business + Owner
  • Multi‑entity bookkeeping & returns
  • Monthly advisory calls
  • Real estate & 1031 strategy
  • Equity event modeling
  • Family & generational planning
  • Coordination with attorneys & wealth advisors
  • 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, prior‑year cleanup, multiple entities) are quoted individually.

How pricing works

You're paying for partnership — not a stopwatch.

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

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Flat fees, quoted up front

Before any work begins, you get a written monthly fee. No hourly meters, no surprise invoices — if a 30‑minute call helps you make a better 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 finances are organized, your taxes are optimized, and you have a partner to call. The fee reflects the outcome.

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Predictable, year after year

Pricing only changes when your business meaningfully changes — a new entity, a new revenue tier, a major shift. Otherwise, what you pay this year is what you pay next year.

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One firm, one invoice

Bookkeeping, payroll, business returns, advisory, and personal returns are bundled. No separate bills, no piecing things together across providers.

Common questions

A few things people usually ask.

What if my business changes mid‑year?+
If something meaningful happens — you add an entity, cross a new revenue tier, or take on significant complexity — 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 a real partnership is that you don't hesitate to reach out before making a decision.
Do I have to be in San Francisco to work with you?+
We're based in San Francisco and most of our clients are here in the city or across the Bay Area. We work in person when it's helpful and over secure video and a client portal the rest of the time — the relationship feels the same either way.
What about prior‑year cleanup or amended returns?+
Quoted separately, but quoted up front. If reviewing your last two returns turns up missed planning, we'll tell you what amending would cost and what you'd likely recover.
When are fees billed?+
Business engagements are monthly via ACH. Individual returns are billed at engagement. No surprise invoices, no piecemeal billing.
Is there a minimum engagement?+
SF Bay Tax 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 the relationship every year.
Next step

A long‑term partnership for your Bay Area financial life.

A short conversation, a quick look at where things stand today, and a clear quote in writing. No pressure, no obligation.

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