Services
Business Bookkeeping and Tax Services
Bookkeeping Clean-up
stand alone and/or annual
$125/hr
- Billed in advanace in 10 hour time blocks
- Establish new QuickBooks Online subscription, as needed
- Generate & analyze Balance Sheet and Profit & Loss per specified period
- Unused time refunded or credited towards other services
Recurring Bookkeeping
Base fees begin at
$250/month
- Billed monthly via ACH
- Monthly maintenance of transactions, reconciliations, chart 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
$2,100
- Billed annually or bundled with recurring monthly bookkeeping
- Federal/State entity return filing (Partnerships and S-Corportations)
- 1099 information return (NEC/MISC) filing as needed
- Timely K-1 distribution via secure client portal to members / shareholders
Total tax return prices increase with complexity, such as rental properties, specialty real estate tax related events, additional state filings, etc, and decrease with military and returning client discounts.
The base rate represents the minimum cost for services. As complexities increase, the level of expertise required rises accordingly, and the final price will reflect the intricacy of the filing.
Personal Tax Services
Tax Preparation
Personal filings starting at
$650
- Returning/Military Discounts Applied
- Guidance in Identifying Reportable Tax Items
- Video Summary of Draft Filings
- Federal/State Income Tax Filings
On-going Support
starting at
$1,400
- All Items from Tax Compliance, plus
- “Quick Question” Chat Support
- IRS Notice Assistance
- Withholding/Estimated Payment Assistance
Tax Planning
starting at
$4,000
- All Items from On-going Support, plus
- Custom Tax Plan
- Semi-annual Strategy Session Meetings
- IRS Notice Monitoring and Response
