Fixed-Fee
Pricing
We believe clients deserve clarity—not guesswork.
At Shifflett & Philips CPA, fairness starts with transparency. That’s why we’ve eliminated ambiguity from our pricing. You’ll always know exactly what you’re paying for, with no surprises, no hidden fees, and no uncertainty—just straightforward, dependable value you can trust.
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Our billing process is equally transparent. Before quoting a fee, we review your prior-year tax returns to understand the scope, complexity, and specific needs of your situation. From there, we provide a clear engagement letter outlining a fixed fee for your services. The pricing ranges listed on our website are simply typical averages—your exact fee will always be determined up front and communicated before any work begins.​
1
Business Tax Returns
Typical fee range - $1,250 - $5,000
We provide complete, proactive tax support for businesses of all sizes.
When you engage our firm, you receive:
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Accurate, timely business tax filings for all entity types
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Proactive tax strategy to minimize tax liability throughout the year
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Guidance on elections, deductions, depreciation, and credits (including bonus depreciation, R&D, 199A, etc.)
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Review of prior-year returns to identify missed opportunities or issues
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Clear, fixed fee pricing before any work begins
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Access to our team of CPAs for ongoing questions and planning
Our goal is simple: deliver clean, compliant tax returns while optimizing every tax-saving opportunity.
2
Individual Tax Returns
Typical fee range - $750 - $3,000
Every return is different—and our approach reflects that.
We provide:
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Thorough review and preparation of federal and state individual returns
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Tax planning tailored to your income, investments, and life events
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Guidance on equity comp, RSUs, stock options, K-1s, rental real estate, and small businesses
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Identification of missed deductions or credits from prior filings
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Fixed fees established upfront, based on your complexity
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Direct access to a CPA for year-round questions, not just at tax time
We help you stay compliant, reduce surprises, and keep more of what you earn.
3
Accounting Services
Typical fee range - $450-$4,500 / monthly
Our accounting services give business owners accurate financials and the confidence to make better decisions.
Services typically include:
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Monthly bookkeeping and reconciliations
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Accounts payable and accounts receivable support
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Monthly financial statements with CPA recommendations
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KPI tracking and performance insights tailored to your business
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Payroll coordination, sales tax review, and compliance support
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Dedicated accounting team focused on accuracy, timeliness, and communication
You get clean, reliable financials—without the cost of a full-time accounting department.
4
Transaction Advisory
Typical fee range - $2,000 - $7,500 billed hourly
Whether buying, selling, or restructuring a business, you need clear, CPA-level insight.
Our transaction advisory services include:
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Financial due diligence for acquisitions or partnerships
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Quality of earnings reviews
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Tax structuring and strategy to optimize outcomes
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Entity restructuring and clean-up assistance
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Cash flow analysis and financial modeling
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Review of agreements for tax and accounting implications
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Hourly billing with transparent estimates before work begins
We help clients avoid costly mistakes and make informed, financially sound decisions.