Services
The prices shown are our minimum starting fees. 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.
Business Bookkeeping and Tax Services
Bookkeeping Clean-up
stand alone or annual begins at
$2,000
- Typical Range: $3000 – $4000 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 – $1000 per 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
$2,400
- Typical Range: $2,500 – $3000 per year
- 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
Personal Tax Services
We are currently at capacity for Tax Planning clients. Let us know if you’d like to be added to the wait list.
Tax Preparation
Personal filings starting at
$650
- Typical Range: $900 – $1,400 per year
- 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
$1,500
- Typical Pricing: x2 the preparation fee
- All Items from Tax Compliance, plus
- “Quick Question” Chat Support
- IRS Notice Assistance
- Withholding/Estimated Payment Assistance
Tax Planning
starting at
$4,000
- Typical Pricing: x3 the preparation fee
- + All Items from On-going Support, plus
- + Custom Tax Plan
- + Semi-annual Strategy Session Meetings
- + IRS Notice Monitoring and Response
