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