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
advanced tax prep & planning services
Basic + $395

Tax Preparation

IRS Account Monitoring

Response to IRS Notices

Video Review of Tax Return

Tax Touch Up for the next Year

Basic
tax prep services
$525-$1,200 per return

Tax Preparation

Business Services

Platinum Package
Hands off package
$200 +$500/month

Shield Tax Package - Billed Separately

Quarterly Check-ins

Monthly Accounting

State & Local Tax Forms

Monthly Reporting

Gold Package
We do the monthly work
$200 + $350/mo

Shield Tax Package - Billed Separately

Monthly Accounting

State & Local Tax Forms

Monthly Reporting

Silver Package
We do the 'hard' stuff
$200 + $200/mo

Shield Tax Package - Billed Separately

Quarterly Check-ins

State & Local Tax Forms

Bronze Package
One Time Check
$595

Process set up for DIY

Check-in on your Books

Federal Tax Estimates

Retirement calculation

Other Services

Payroll Package
$75+/mo
Quickbooks Training
$200/hr
Tax Planning & Projections
$350+