A Local CPA in Your Corner

Professional filing for families and business owners in Sterling and throughout Central Mass. Precision results, explained simply.

Tax Preparation Done Differently.

Finding a CPA can be frustrating. You worry about hourly billing surprises, lack of responsiveness, or feeling like just another number. We replace the stress with clarity.

  • Transparent: You see the fee before we start. No surprise bills.

  • Digital: We respect your time with a secure, streamlined process.

  • Precision: We don't just input numbers; we ensure accuracy and peace of mind.

Included with every return:

  • Federal & One State Filing

  • Preparation by a Massachusetts-based CPA (No outsourcing)

  • Secure Digital Delivery

  • Personalized Video Walkthrough: A recording of your CPA explaining your specific results and key takeaways.

  • Filing-Period Support: We support you until the return is accepted.

Engagement Pricing

To ensure full transparency, we have listed the flat rates that most of our clients pay for their annual filing. These rates cover a complete, organized file.

The Personal

$500

Ideal for W-2 professionals and families. We capture standard or itemized deductions, interest, and dividends to ensure a maximum return.

The Portfolio

$700

Tailored for tech professionals and investors with complex portfolios. We manage RSUs, ESPPs, cryptocurrency, and stock sales to ensure full compliance.

Business

Base Fee $800+

Designed for freelancers and business owners with organized books. We handle one Schedule C or rental property to capture all expenses and depreciation.

Our Pricing Promise: As mentioned, most clients pay exactly the rates listed above.

However, fairness works both ways. The $800 business base rate assumes organized files and simple operations. Factors that may adjust your final quote include:

  • Complexity: High transaction volumes or multi-state allocations.

  • Clean-Up: If bookkeeping is required to reconstruct a P&L or organize receipts.

The Bottom Line: We will review your specific situation and provide a fixed price for your approval before we begin. You will never receive a bill you didn't agree to upfront.

Optional: Year-Round Peace of Mind

Go beyond the transaction.

While the standard filing options listed above cover your compliance needs, many clients find they prefer to keep us in their corner all year long. They love having the freedom to ask questions without worrying about a new bill every time they email.

The "Kindled Access" Membership starting at $100/mo (Includes your Annual Tax Return)

Why clients choose this upgrade:

  • Unlimited Email Support: Buying a house? RSU tax questions? Email us anytime, year-round.

  • "Quick Check" Calls: Schedule a focused 15-minute call to solve complex issues without hourly billing.

  • IRS Notice Protection: We handle the review and response to any letters for you.

  • Continuity: we already know your situation, so you don’t have to re-explain it

The Choice is Yours: When you receive your proposal, you will have the option to select the Standard One-Time Filing or the Monthly Membership. You choose the level of support that fits your life.

Ready to get started?

Let's see if we are a good fit. To discuss your situation and receive a fixed-price proposal, simply book a call using the button in the bottom right corner. ↘️

Contact Us

Connect with a CPA who does more than just tax prep; someone who helps you plan ahead, ask better questions, and make confident decisions year-round.

Email:
info@kindledplanning.com

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