Pricing
Blue Sage monthly plans start at $99 a month and run to $499 a month. One-off tax returns start at $349 for a personal return and $1,199 for a business return. Every engagement is quoted at a fixed price in writing before any work begins — no hourly billing and no surprise invoices.
Monthly plans
Year-round accounting and advice, billed monthly.
All plans include a dedicated accountant.
Essential
Tax Advisory
Individuals and owners who want a year-round adviser rather than a once-a-year filing service.
$99per month
- Access to portal
- Dedicated accountant
- Year-round tax advice
- Proactive tax planning
- Quarterly reviews
- Financial planning
Most common
Gold
Core Accounting
Owner-run businesses that need the books kept current and the tax position managed together.
$299per month
- Access to portal
- Monthly bookkeeping
- Dedicated accountant
- Year-round tax advice
- Proactive tax planning
- Quarterly reviews
- Financial planning
- Customized financial reporting
- Payroll service setup
- Quarterly estimated tax payments
Platinum
Enterprise Business
Established businesses that want the business return, the owner's personal return, and compliance all handled under one engagement.
$499per month
- Access to portal
- Monthly bookkeeping
- Dedicated accountant
- Year-round tax advice
- Proactive tax planning
- Quarterly reviews
- Financial planning
- Business tax preparation
- Personal tax return preparation for the responsible party
- State income tax return
- Issuance of 1099s for contractors
- Financial reports
- Priority support
One-off returns
If you only need the return filed, these are the starting prices.
Personal tax
Starting at$349
Complete preparation and filing of U.S. personal tax returns.
Business tax
Starting at$1,199
Business tax return for partnership, S-corp, C-corp and more.
Trust tax
Starting at$749
Expert preparation and filing of U.S. estate and trust tax returns.
Starting prices. The final quote depends on the number of states, the number
of entities, and how current your records are. You get the figure before work begins.
Questions
How much does an accountant cost?
Blue Sage monthly plans start at $99 a month for tax advisory and run to $499 a month for a plan that includes the business return, the owner's personal return, and priority support. One-off returns are also available, starting at $349 for a personal return and $1,199 for a business return.
Is the price fixed or hourly?
Fixed. Every engagement is quoted in writing before any work begins, so there is no hourly billing and no invoice you did not expect. If the scope changes materially during the year, we tell you what it costs before doing the work rather than after.
What is not included in the monthly price?
Prior-year cleanup and back filings are quoted separately, because the volume varies enormously. Responding to a complex IRS examination, entity formation, and one-off consulting projects outside the plan scope are also quoted separately.
Can I start with a one-off return and move to a plan later?
Yes. Many clients start with a single return and move onto a monthly plan the following year, usually once they want the planning and the year-round access rather than just the filing. There is no penalty for switching in either direction.
Get a fixed quote on your actual situation.
The consultation call is free, and you leave it with a number rather than a range.