Pricing

Clear pricing. Informed decisions.

Explore our pricing across tax and accounting, wealth management, insurance, and legal services. Each service has a dedicated fee schedule outlining typical costs and how fees are determined.

At a Glance

Explore our services.

Select a service to explore its pricing structure and what’s included.

Tax & Accounting

Tax returns, accounting, and strategy

Individual tax returns typically range from $1,000 to $3,500+, entity tax returns from $1,500 to $4,500+, and quarterly accounting services from $2,000 to $5,000+. Fees vary based on the scope and complexity of each engagement.

$1,000⁠–⁠$3,500+
Individual tax returns

View Pricing

Wealth Management

Portfolio management and planning

Blended annual advisory fees range from 1.00% to 0.40% as assets increase, billed monthly in arrears. Financial planning is also available on a flat-fee or hourly basis.

1.00% – 0.40%
Blended annual fee

View Pricing

Koala Law PC

Estate planning and business law

Flat-fee estate plans starting at $2,500, with pricing based on the complexity of the plan. Business legal services are priced by project.

From $2,500
Standard estate plan, flat fee

View Pricing

Koala Insurance Solutions

Coverage reviews and placement

Standard coverage reviews carry no separate fee. If a policy or annuity is placed, the carrier may pay a commission, which varies by product and is disclosed before placement.

Carrier-paid
No separate review fee

View Pricing

How pricing works here

A clear approach to pricing.

Tell us what you need

Start with a complimentary consultation to discuss your needs and connect with the appropriate professional.

We scope it and discuss fees

We explain the applicable pricing structure and discuss anticipated fees based on the scope of services.

We handle the work

Your engagement is handled by the appropriate team, with coordination across our services as needed and authorized.

Billing follows your agreement

Fees are billed according to the applicable engagement terms, reflecting the services provided and any changes in scope.

Common Questions

How fees are set.

Each service has its own pricing structure, with fees based on the nature and scope of the engagement. Additional work or unforeseen complexities may affect the final cost.

Choose the service that best matches your needs: Tax & Accounting for tax preparation and financial reporting, Wealth Management for investment management and financial planning, Koala Law PC for estate planning and legal services, or Koala Insurance Solutions for insurance coverage and products.

We begin with a complimentary consultation to understand your needs and discuss the appropriate services and anticipated fees. Engagement terms and billing arrangements are explained before services begin.

Absolutely. Each service may be engaged independently. When clients use multiple services, the appropriate professionals may coordinate with the client’s authorization.

Standard coverage reviews carry no separate fee. When a policy or annuity is placed, compensation is generally paid by the carrier and varies by product. Applicable charges and compensation arrangements are explained before placement. There is no obligation to purchase coverage.

Yes. Fees may change if additional work, information, or complexities arise during an engagement. Any adjustments depend on the applicable service and engagement terms, and we discuss material changes in scope or anticipated fees as they become apparent.

Not sure which page applies?

Contact Koala