top of page

Services & Pricing

Tax Pricing

Turnaround time for tax returns depends on the availability of the information required but standard time is 3 days for personal and 7 days for all others

Personal Taxes (1040's)

 $250 flat fee - (W-2's) Regular jobs (1 state)
      + $75 /each additional State Tax Return
      + $10 /each - Dependent 
      + $100 - (Sch A) Itemized Deductions
      + $5 /each - Tax Credits 
+ $75 - (Sch E) Rental Income/Corp Income
+ $250 - (Sch C) Business Income
+ $75 - (4562) Depreciation
+ $50 - (Sch D) Captial Gains

 

Corp/Partnership Taxes (1120/S/1065)

$1,200 flat fee (1 state)
      + $300 each additional State Tax Return
      + $100 each (K-1) Partner/Shareholder
      + $500 each Foreign Interest Form
      + $300 change of ownership
 

Trust Taxes (1041)

Billed hourly @ $160 /hour 
$700 retainer fee

Average Pricing per complexity
(estimated)
$800 -900 - Simple
$1,000 - 1,500 - Moderate
$1,600 - 4,500 - Complex

 

Non-Profit Taxes (990)

Billed hourly @ $160 /hour 
$600 retainer fee 

Average Pricing per complexity
(estimated)
$600 - 700 - Simple
$800 - 2,000 - Moderate
$2,100 - 10,000 - Complex

 

Wealth Estate Taxes (706)

Billed hourly @ $160 /hour 
$3,000 retainer fee 

Average Pricing per complexity
(estimated)
$3,000 - 3,500 - Simple
$4,000 - 5,500 - Moderate
$6,000 - 12,000 - Complex

 

Speak to our onboarding team for more info and next steps
Click an option below

Skip the call and Click below to fill out our onboarding form.
you will receive an email with instructions to upload your documents to begin the process

Basic Bookkeeping Services

Includes:
      - Weekly Bookkeeping
      - Accurate Books
      - End-of-year Tax-Ready Financials
      - P&L, Balance Sheet Reports
      - Dedicated Bookkeeper
      - Unlimited Communication
      - Industry Standardization
      - Bank & Credit Card Invoicing
      - Cash Basis Accounting
     
               

 

Core Package

Add-ons Available

Pricing

  • Pricing is based on the quote calculator below

  • Price is re-evaluated on a quarterly basis

  • As your business grows and your needs grow with it, our service offering grows with you to make sure you are fully covered all of the time

  • 10% Discount available for every entity/business added

  • Save more with a tax bundle

    • Bundle taxes into your monthly fee for an additional 15% discount​

Systems

  • Bookkeeping is maintained with QuickBooks Online, so you will always have access to your books 24/7

  • Utilize QuickBooks for sending Invoices and Receiving Payments

    • Training is included

  • We use your Point of Sale systems to correctly book your revenue


 

qblogo.png

Full Service Accounting Services

Includes: Core Package Plus
      - Accounts Payable
           o we pay your bills via bill.com
      - Revenue Recognition
      - Dedicated Bookkeeper
      - Unlimited Communication
      - Support your Internal team
      - Accounting Controller
      - Banking Relationships
      - Cash or Accrual Accounting
               

 

Gold Package

Add-ons Available

Pricing

  • Pricing is based on the quote calculator below

  • Price is re-evaluated on a quarterly basis

  • As your business grows and your needs grow with it, our service offering grows with you to make sure you are fully covered all of the time

  • 10% Discount available for every entity/business added

  • Save more with a tax bundle

    • Bundle taxes into your monthly fee for an additional 15% discount​

Systems

Bill.com

  • Accounts Payable means we help pay your bills - Utilize Bill.com or Ramp.com

    • Payment Approvals are set up with your business manager or the business owner​

​

​

QuickBooks

  • Bookkeeping is maintained with QuickBooks Online, so you will always have access to your books 24/7

  • Utilize QuickBooks for sending Invoices and Receiving Payments

    • Training is included

  • We use your Point of Sale systems to correctly book your revenue

  • Utilize QuickBooks or Cin7 (depending on details) for tracking your Inventory

    • Training is included​


 

qblogo.png

Optional Accounting Add Ons

Compliance Reporting
Late or failure to file leads to unnecessary taxes, interest, fines and fees
State + Federal Compliance filings
Annual + Quarterly + Monthly fillings done for you
$100 /Monthly per State

Tax Planning
Last quarter of the year is the last quarter of the game. Make a plan based on the annual projected Federal Taxes. Key areas and strategies are identified to invest into the business to reduce the tax liability and position the business for explosive growth for the coming year. 
$600 to build out forecast models
+ $450 per annual review session (October/November)

Payroll
Includes Tax withholding escrow, Checks and Direct Deposits
$50 /per payroll period
+
​$5 /per employee /per period

Business Consulting
Meetings to review progress and identify areas of growth. Custom metrics are built and tracked to develop a deeper understanding of where the profit is hiding. Real-time comparative analysis of performance and profitability
​$400 to build out reporting metrics
+ $450 per review session (on your request)

bottom of page