Pricing

Transparent Pricing

Income Tax Preparation

 

Individual Income Tax Return $525 Minimum fee
Business Income Tax Return (S Corporation, C Corporation, and Partnership) $1,575 Minimum fee

 

Tax Planning

 

 

Income tax liability calculations Hourly/Flat Rate Range or flat rate depending on engagement
Sale of business/ mergers & acquisitions Hourly/Flat Rate Range or flat rate depending on engagement
Other tax planning/consulting Hourly/Flat Rate Range or flat rate depending on engagement

IRS Problems

 

 

IRS Audits Hourly/Flat Rate Range or flat rate depending on engagement
Payment plans, CNC, offer in compromise Hourly/Flat Rate Range or flat rate depending on engagement
Penalty abatement Hourly/Flat Rate Range or flat rate depending on engagement

1099 Prep

Pricing
1-10 Forms $200 One-time fee
Includes preparation and filing of forms, and W-9 maintenance
Each additional form $20 One-time fee

Bookkeeping

 

Monthly Rate
Basic $275 / month Monthly Minimum (increased monthly fee may apply based on size and complexity of business)
Includes bank and credit card reconciliation, transaction categorization, monthly close and financial statement preparation, variance analysis and chart of account maintenance
Other Bookkeeping Services (quotes or hourly rates available)
Payroll and Sales Tax Setup and Integration
Set up payroll (Gusto) and sales tax (TaxJar) and implement into QuickBooks Online
Payment Processor Integration or Capture
Reconcile and record monthly entries or integrate Shopify payments, Stripe, PayPal, Square, etc.
Initial Setup
Includes setting up QuickBooks Online (30% discount on all plans) and creating chart of accounts
Cleanup
Assessment/remediation of current state of bookkeeping
A/R and A/P
Send payments and invoices through QuickBooks Online to vendors and customers monthly
Fixed Assets
Manage fixed assets in QuickBooks Online