Pricing & Services
The amounts shown are our minimum starting prices. Most engagements require additional expertise due to complexity (multiple properties, entity type, tax planning needs, unique filing situations, etc.), and final pricing is typically higher than the base amount shown.
Every new client begins with a case review. A $250 fee covers our review of your questionnaire answers and your filed returns, and you’ll receive a written summary of what we find along with a quote for services. If you accept that quote within 30 days, the full $250 is credited toward your engagement. Because the fee covers work we perform, it is not refundable.
Personal Tax Services
Tax Compliance
Personal filings starting at
$750
- Typical Range: $1,000 – $1,500 per year
- + Returning/Military Discounts Applied
- + Guidance in Identifying Reportable Tax Items
- + Video Summary of Draft Filings
- + Federal (Form 1040) Income Tax Filing
- + Each State Return Priced Separately
On-going Support
starting at
$2,000
- Year-Round Support Between Filings
- + Includes your Annual Tax Preparation
- + “Quick Question” Chat Support
- + IRS Notice Assistance
- + Withholding/Estimated Payment Assistance
Tax Planning
starting at
$4,000
- Priced on the Savings Your Plan is Expected to Produce
- + Custom Tax Plan Built Around Your Goals
- + Offered When we expect your first-year savings to be at least $15,000
- + Includes a Proposal for Putting Your Plan in Place
Business Bookkeeping and Tax Services
Bookkeeping Clean-up
stand alone or annual begins at
$2,000
- Typical Range: $3,000 – $4,000 per clean-up
- + Initial payment covers up to 10 hours of clean up time
- + Establish new QuickBooks Online subscription, as needed
- + Generate & analyze Balance Sheet and Profit & Loss per specified period
- + Complex books may require additional payments
Recurring Bookkeeping
Base fees begin at
$250/month
- Typical Range: $400 – $1,000 per month
- + Billed monthly via ACH
- + Monthly maintenance of transactions, reconciliations, chart of accounts, and adjusting journal entries
- + Generate & analyze Balance Sheet and Profit & Loss on a monthly basis
- + On-going support for tax-related questions and outcomes
Entity Tax Preparation
Base fees begin at
$2,500
- Typical Range: $2,500 – $3,000 per year
- + Billed annually or bundled with recurring monthly bookkeeping
- + Federal entity return filing (Partnerships and S-Corporations)
- + 1099 information return (NEC/MISC) filing as needed
- + Timely K-1 distribution via secure client portal to members / shareholders
