Pricing Packages
Tax preparation
Starts at $300
No personalized delivery meeting (tax return delivered via secure portal.
Tax preparation plus a 45-minute delivery meeting.
Form 1040
Starts at $400
Form 1065, 1120-S, 1120-C, 990, 1041
Starts at $1,400 (discounted if bundled with bookkeeping services)
Enhanced package plus a 1-hour tax planning session outside of tax season.
Form 1040
Starts at $650
Form 1065, 1120-2, 1120-C
Starts at $1700 (discounted if bundled with bookkeeping services)
Enhanced package plus quarterly 1-hour tax planning sessions.
Form 1040
Starts at $1,400
Form 1065, 1120-2, 1120-C
Starts at $2,600 (discounted if bundled with bookkeeping services)
Bookkeeping
Pricing varies - customized to specific needs
Basic Level - starts at $350
Sole proprietors, Single member LLCs (Schedule C), S-Corporations (simple)
Less than 100 transactions/month
Tax Planning
A la Carte Pricing (not bundled)
Individual - $300/quarter
Business - $400/quarter

