Pricing

Clear, flat pricing. Built for long‑term relationships.

You'll know exactly what you're paying before any work begins — and the fee won't change because you asked a question in July.

Individual

$650/ year

For straightforward personal returns.

W‑2 earners, simple investments, standard deduction or basic itemizing.

Included

  • Federal & Arizona return preparation
  • Secure portal & e‑signature
  • Withholding & estimated payment review
  • Email access to your advisor during tax season
  • Year‑over‑year continuity

Not included

  • Year‑round planning calls
  • Equity comp modeling
  • Business returns
Most clients

Family & Professional

$1,450/ year

For dual‑income households and busy professionals.

Two careers, RSUs/ESPP, a home, kids, a rental, or anything that doesn't fit on a single page.

Included

  • Everything in Individual
  • Equity compensation reporting (RSU / ESPP / NSO / ISO)
  • Schedule E rental property (up to 2)
  • Mid‑year tax projection & Q4 check‑in
  • Direct phone & email access to your advisor year‑round
  • Plain‑English answers to the questions in between

Not included

  • Monthly bookkeeping
  • Business entity returns

Business Owner

From $3,800/ year

For Arizona owners who want it all handled.

Owner‑operators of LLCs, S‑corps, and partnerships who want bookkeeping, payroll, business tax, and personal tax under one roof.

Included

  • Everything in Family & Professional
  • Monthly bookkeeping & reconciliation
  • Payroll services (optional add‑on)
  • Business return (Schedule C, 1120‑S, or 1065)
  • Owner K‑1 coordinated with personal return
  • Quarterly business review
  • Reasonable compensation review (S‑corp)
  • 1099 preparation & filing

Final fees are confirmed in writing after a short intro call. Pricing reflects a typical engagement; complex situations (multi‑state, large rental portfolios, prior‑year cleanup) are quoted individually.

How pricing works

You're paying for an outcome, not a stopwatch.

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

Flat fees, quoted up front

Before any work begins, you get a written fee for the year. No hourly meters, no surprise invoices — if a 30‑minute call helps you make a better decision, that's the point.

Priced on value, not hours

What matters isn't how long the return takes. It's that it's accurate, optimized, and that you have someone to call. The fee reflects the outcome, not a stopwatch.

Same fee, year after year

Pricing only changes when your situation meaningfully changes — a new business, a new property, equity vesting. Otherwise, what you pay this year is what you pay next year.

One firm, one invoice

Bookkeeping, payroll, business returns, 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 situation changes mid‑year?+
If something meaningful happens — you start a business, sell a property, vest a large RSU grant — 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 is that you don't hesitate to reach out.
What about prior‑year cleanup or amended returns?+
Quoted separately, but quoted up front. If reviewing your last two returns turns up missed deductions, Steven will tell you what amending would cost and what you'd likely recover.
When are fees due?+
Half at engagement, half when your return is filed. For business clients on monthly bookkeeping, fees are billed monthly via ACH.
Is there a minimum engagement?+
Vogt Tax & Accounting 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.
Next step

Financial clarity starts with a simple conversation.

A short consultation, a quick look at last year's return, and a clear number — in writing — for what this year will cost. No pressure.