Get a Clear, Straightforward Picture of Your Investment With Us

No surprise fees or extra costs are added. At Tannery Company, we have ONE GOAL IN MIND: making it easier for you to understand, manage, and grow your net worth.



Wealth Management

Gray Calculator and Black Magnifying Glass on Brown Wooden Surface

Some of the Most Common Tax Forms that Impact Your Investment:

  • K-1 (Partnerships, S-Corps, Trusts)
  • Schedule-C (Sole Proprietor)
  • Schedule-D (Capital Gains and Losses)
  • Schedule-E (Rental Properties)
  • Form 4562 (Depreciation)
  • Form 8829 (Business Use of Your Home)
  • Form 8949 (Sales and Dispositions)

Tax Preparation & Ongoing Planning

Forget facing down intimidating IRS codes and tax laws by yourself. Tannery Company will help you create and execute strategies that always have your net worth in mind.

We make taxes easier for:

  • Individuals
  • S-Corporations
  • Partnerships

Personal Returns start at: $650 per return*
Business Returns start at: $1,500 per return (S-Corps, Partnerships)*

*All new clients are charged a one-time $175 fee for an initial consult, tax review, and onboarding.

Factors that impact your investment:

  • The complexity of tax forms required to file.
  • The state(s) in which you are filing.


Frequently Asked Questions

Before we begin working with you, we require potential clients to upload the last three years of your taxes. This allows us to do two things:

1. Get a more complete picture of the complexity of your returns, so that we can accurately assess the cost.

2. Audit past work to determine if there are any issues we need to address from past returns.

Then, we will send you an engagement letter with the total cost of services before we begin your project.

At Tannery Company, you’ll always know exactly how much it costs to do business with us, right up front. There are no hidden fees.

We require that you pay your fees upon signing the engagement letter. This allows us to manage our capacity based on committed clients, and prevents us from spending our time chasing down fees when we should actually be filing the taxes we have prepared. This streamlined process helps eliminate any last-minute hold-ups.

Yes, there is an additional fee associated with filing an extension. As a reminder, income taxes are still due on time.

Each state has its own set of requirements and tax structure. As a result, some states are more complicated (or costly) to file in than others. If you’re filing in multiple states, internationally, or in a state with a more complicated tax structure, the overall cost of services may be impacted.

At Tannery Company, we don’t simply file your taxes and move on until next year. Instead, we take a proactive approach throughout the year. While we work to file last year’s taxes, we also help you plan for the current year’s taxes to help you deduct as much as possible, and ultimately, get a better return for the year ahead.

(e.g., At the start of January 2024, we begin filing your 2023 taxes, as well as making a plan for your 2024 taxes, so that you get the greatest return).

Accounting Services

More than a bookkeeper, Tannery Company provides accounting and business advisory services to equip and empower you. Receive timely, accurate information you need to make the best decisions for your company.

We make accounting easier for:

  • Professionals with licenses (e.g., commercial real estate, law, healthcare professionals)
  • Creative services professionals.
  • Top achievers in their profession (and those looking to be).
  • Professionals transitioning from being a W2 employee to owning a business, a partnership, or starting a business.

Starting Investment: $500/month

Factors that impact your investment:

  • The number and complexity of transactions
  • The number of states you have employees in
  • Whether or not personal and business finances are cleanly separated
  • Whether or not your bank requires manual uploads

Which banks do we LOVE to work with?

These banks seamlessly integrate with our accounting software, Xero.

  • AMEX
  • Bank of America
  • Chase
  • Frost
  • Wells Fargo
  • & other national banks


Frequently Asked Questions

A good bank provides seamless integrations with Xero, our cloud-based accounting software, making downloading and uploading transactions as easy as possible. These are typically more significant, more established banks such as AMEX, Bank of America, Capital One, Chase, Frost, and Wells Fargo.

While there are reasons people choose smaller banks, these institutions often do not have the same integrations and automation that larger banks do. The T/CO team must manually download, upload, and code every transactional line item. While it’s not bad that you do your banking with them, it does require extra time from our team, which may result in an additional fee for your services.

If you don’t do your banking with one that we love, that’s okay. However, if we have to download, upload, and code every transactional line item for your accounting, it may result in an additional fee to your services due to the extra time required from our team.

At Tannery Company, you’ll always know exactly how much it costs to do business with us, right upfront. The cost can range from managing your books to being a fractional CFO, but regardless, you’ll always know how much to expect each month.

For more information about our Accounting services, visit here.

That’s okay! Before we get started, we’ll do a full scope of your books to get up to date, and then we’ll begin the best plan forward, whether that’s cleaning things up or beginning a regular engagement.

Before we begin working together, we’ll recommend a service that we think will be best for you. However, you can always agree to a higher level of service if you’d like!

how much should I pay for personal income tax prep

We are an accredited investment fiduciary, which means that we aim to serve at your best interest, and nothing less.

Wealth Management

At Tannery Company, we help you manage, protect, and grow your net worth. But it’s never just about the money. We help provide the opportunity for you to live the life that matters to you.

Services that impact your costs:

  • Complexity of planning
  • Net Worth Planning
  • Estate Planning
  • Insurance Planning
  • Risk-Management Planning
  • Wealth management services
  • Fees: start at 1% of assets under management (AUM)*
  • Tax Efficiency
  • Alternative Strategies
  • Asset Protection
  • Individual stock activity
  • Fees: $25/quarter for minimal activity
  • Note: we are not day traders
  • Investments


Frequently Asked Questions

Tannery Company operates under the fiduciary standard. Established as part of the Investment Advisers Act of 1940, the fiduciary standard requires investment advisors to put the client’s interest above their own at all times. In essence, it is an ethical commitment we make to our clients to operate in your best interest with great transparency.

Our compensation is primarily determined by what is known as “Assets Under Management” or AUM. The AUM fee is a percentage, based on the value of your investment portfolio.

At Tannery Company, our advisory fees begin at 1% of AUM, and decrease as you reach certain thresholds. Our efforts are calculated and paid quarterly; you will always know exactly what you’re paying.

The first year of Wealth Management with T/CO focuses on building your financial foundation. All of our plans are customized to your circumstances and goals. We work to understand your situation, address weaknesses, assess your risk tolerance, set 12-month goals, and implement a plan. Expect to spend the first 6 months in close communication (either via Zoom or in-person, depending on your preference). We normally move to email communication after the initial phase, but are available as needed with questions or concerns.

TCO – Pricing Wireframe

  • Regular Reviews: When we create a plan, we work in 12-month cycles to keep things realistic and manageable. Expect to have at least one annual in-person or Zoom meeting to discuss your financial progress and make adjustments as needed.
  • Ongoing Communication: You’ll have access to email support to ask questions and receive updates throughout the year.
  • Weekly Updates: Receive a weekly BlueLeaf report summarizing your assets under management delivered conveniently via email.
  • 24/7 Access: The Right Capital financial planning portal gives you constant online access to view your net worth and financial goals.
  • Additional Meetings: Depending on your situation, you can schedule more frequent meetings if your needs become more complex

Before we begin working together, we’ll recommend a service that we think will be best for you. However, you can always agree to a higher level of service if you’d like!

The Path to Your Plan

The team at Tannery Company make it simple to get started, so you can bring your finances into focus quickly.



Click the link to schedule a meeting with our knowledgeable team.



Tell us the important financial issues you face, and ask the critical financial questions you have.



We’ll provide a clear plan for resolving your greatest financial concerns.

The Financial Insurance You’ve Been Searching For.

With accounting, tax, and wealth management advice from Tannery Company, you’ll have the strategy and confidence you need to conquer whatever the future holds.

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