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Pricing
Our Transparent Fee Structure
Individual Tax Returns, indexed for complexity.
Includes Electronic Filing, Federal return, and 1 State return.
Basic Individual Tax Return (simple W-2 income, no investments, business income, or itemized deductions):
$325
Itemized Individual Tax Return (investment income/crypto, mortgage interest, real estate taxes, charity, medical, etc.):
$400-$500+
Self-Employed Individual Tax Return (self-employed individuals, business owners, rental property, etc.)
$600+
Complex Individual Tax Return (multiple sources of income/K-1s, investments, rental properties, etc.):
$750-$1,250+
Additional States (starting at +$100/state), Foreign Reporting (starting at +$250), Annual Books Write Up (starting at +$1,200) extra.
Business Tax Returns, indexed for complexity.
Includes Electronic Filing, Federal return, and 1 State return.
Basic Business Tax Return (partnership/corporation, simple income and expenses, no complicated transactions):
$1500
Complex Business Tax Return (partnership/corporation, multiple owners, special allocations, multiple business units, inventory, etc):
$1800-$2100+
Additional States (starting at +$250/state), Foreign Reporting (starting at +$500), Annual Books Write Up (starting at +$1,200) extra.
Tax Strategy is an ongoing subscription based fee, please see below.
Accounting Services, indexed for complexity and transaction volume
Annual Write Up (client provided bank statements/Excel transactions)
$1,200+
Monthly Reconciliation/Bookkeeping (uses QuickBooks Online software)
$500+/month
Bookkeeping estimate provided for two accounts, under 100 transactions per month. Indexed for number of accounts and transaction volume.
Quarterly Projections & Estimate Vouchers
$400+/quarter
Compliance Reporting (Annual Reports, Sales Tax, Correspondence Letters, etc.)
$125/filing plus state filing fees if applicable
1099-NEC Filing (including filing/postage for 10 recipients)
$250 base + $125/each additional 10 recipients
Subscription Packages, indexed for complexity and volume
Small Business Bronze
includes Personal & Business Tax Returns, Tax Projections/Estimates, Compliance Reporting
$600+/month
Small Business Silver
includes Bronze plus Monthly Reconciliation and Tax Resolution
$1000+/month
Small Business Gold
includes Silver plus Fractional Controller (month-end close, KPI bench-marking, budgeting/forecasting)
$2,500+/month
**Mid-Size Business (doing over 1 Million) starting at $3000+/month
Other Services
Standard CPA Billing Rates at $250 per billable hour.
Entity Formation from $500, plus state filing fees
Non-Profit Form 990 Tax Returns from $2,000
Financial Statements/Compilation Reporting from $3,000
Review or audit engagements at standard billing rates
Audit Defense/Tax Resolution at standard billing rates.
Out-of-pocket expenses (postage, etc.) added to final invoice.
Retainer Due upon executed Engagement Letter, Balance Due prior to Filing.
