Pricing

Working with Us

We give a starting point below since all of our quotes are personalized based on what you need done and your situation. To give a quote for a tax return we need a copy of the prior year return and access to your accounting books.

One of the many reasons our current clients enjoy working with us is that we bill on a flat-fee basis. Before starting any work, we provide all of our clients with an exact price upfront. We don’t charge per hour or for phone calls or emails. We prefer telling you exactly how much our services are going to cost you while staying open and available to answer any questions you have. This is why we have a process for new clients, it all starts with a call to discuss what you need help with.

 

Small Business Packages

Monthly Package
All Inclusive Package
$250 & Up
monthly

Bookkeeping

Payroll

State Taxes

Local Taxes

Federal Estimated Taxes

Retirement Calculations

Reporting - Monthly

30 minute Video Check-in per quarter

Unlimited Email Support

Quarterly Package
You take care of the day to day
$150 & Up
monthly

State Taxes

Local Taxes

Federal Estimated Taxes

Retirement Calculations

Reporting - Quarterly

30 minute Video Check-in per quarter

Unlimited Email Support

Annual Package
Once a year check-in
$450
once

Check-in on your books

Federal Estimated Tax Projection

Retirement Calculation

Add On services to Small Business Packages

Payroll
$50 & Up
monthly
In-person Meetings
$175
hour
Federal Taxes - Individual & Business
$80 & Up
month

Business Tax Return

Individual Tax Return

Standalone Tax Services

Individual Taxes
$500 & Up
Business Tax Return
$695 & Up

S-Corporation

Corporation

Partnership

Non-Profit Tax Return
$500 & Up

990-EZ

990

Standalone Options

Quickbooks Training
$200
hour

Personalized

Recorded

Consulting
$200
hour

In-person Meeting

Action Plan after Meeting

Follow up via Email to check progress

Tax Planning & Projection
$350 & Up
project

Tax Projection

Analysis

Action item list