Pricing

Financial Planning

Delagify Financial is currently operating on a waitlist. Depending on the complexity of your plan, it may take up to two weeks to schedule your first appointment. You can still use the links below to be added to the waitlist.

We offer comprehensive financial planning services. Our services typically focus heavily on long-term tax planning. All our comprehensive plans assist in the following areas:

• Prioritizing goals goal and monitoring goal progress
• Recommending investment allocations
• Running long-term projections
• Defining the best place to direct extra savings

Payment for services can be made by transfer from investment returns, credit card, check, or bank transfer.

Ongoing support and active management

Unlike most financial planners, we do NOT charge a percentage of assets managed.

Ongoing support is provided based on the complexity of your financial situation:

• $2,400 per year for those requiring a Basic plan
• $3,600 per year for those requiring an Advanced plan
• $7,200 per year for those requiring a Complex plan

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Taxes

Individual income tax services

Individual Income tax return — $300
Includes a basic tax return. (Includes Schedule 1040, Schedule 1)

Rental property — +$150
Rental property. (Includes Schedule E)

Self-employment — +$150
Includes income as a sole proprietor or disregarded entity. (Includes Schedule C)

Additional state return — +$25
Returns with multiple states where a credit is claimed for taxes paid to another state. (The first state return is included in the price of an individual return).

Complex investment income — +$150
For Schedule 1099-COMP or 1099-B with more than 2 transactions or a K-1

Itemized deductions — +$25
Schedule A deductions, including mortgage interest, state and local income tax deduction, or charitable deduction.

Organization or manual reconciliation — $100/hr
This only applies for cases where we need to compute information. One example, is computing basis on cryptocurrency or gifted assets.

Business tax services

Basic entity tax return — $750
Tax return for a partnership, trust, or S-Corp.

Balance Sheet — +$150
Balance sheets are typically required with entities with more than $250,000 in revenue.

Ongoing support

Personal support — $150/month
Tax support including estimated payments and personal tax questions.

Small business — $300/month
Tax support, including estimated payments, self-employment tax, and business structure questions for businesses that do their own bookkeeping.

In-depth business support — $500+/month
Clients who need bookkeeping or ongoing support services. This price starts a $500 and can increase from there based on the complexity and amount of support provided.

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We specialize in taxes for individuals and small businesses. We help clients solve issues with:

• Equity compensation including:
  • Employee Stock Ownership Plans (ESOP)
  • Incentive Stock Options (ISO)
  • Non-qualified Stock Options (NSO)
  • Restricted Stock Units (RSU)
  • Employee Stock Purchase Plans (ESPP)
• Multi-state returns
• Sale of real estate
• Digital assets such as Cryptocurrency, NFTs, or DAOs
• Income from estates and trusts
• Rental property
• IRA strategies, including advanced strategies such as backdoor IRA and mega-backdoor IRA

We currently do not offer bookkeeping, payroll, or tax services for companies with more than $10 million in assets or $10 million in revenue. Still, we can help make recommendations to get you to the right professionals.

Delagify is based in Denver, Colorado, with satellite offices in Arvada, Colorado. We work with clients across the state and the nation using remote meetings.