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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.

 

Tax Services

Shield & Crystal Ball Package
$ 395 + Basic
  • Tax Preparation
  • IRS Account Monitoring
  • Responses to IRS Notices
  • Video Review of Tax Return
  • Tax Touch Up for next year
Basic - tax prep services
$ 575 Return
  • Tax Preparation

Business Services

Platinum Package
$ 500 month
  • Shield Tax Package - Billed Separately
  • Quarterly Check-in
  • Monthly Accounting
  • State & Local Tax Forms
  • Monthly Reporting
Gold Package
$ 350 month
  • Shield Tax Package - Billed Separately
  • Monthly Accounting
  • State & Local Tax Forms
  • Monthly Reporting
Silver Package
$ 200 month
  • Shield Tax Package - Billed Separately
  • Quarterly Check-ins
  • State & Local Tax Forms
Bronze Package
$ 595 once
  • Process set up for DIY
  • Check-in on your Books
  • Federal Tax Estimates
  • Retirement Calculation

Other Services

S-Corporation Package
$ 750 once
  • S-Corporation Election
  • Reasonable Salary Analysis
  • Set up of Payroll
  • Catch up Payroll - addon available
Quickbooks Training
$ 200 hour
Tax Planning
$ 475