Services/Pricing

Package Options

Starter - Revenue of $0-$49k - $100 per month
Basic - Revenue of $50k - $99k - $150 per month
Pro - Revenue of $100k-$249k - $200 per month
Elite - Revenue of $250k-$400k - $250 per month

All packages include the following services:
  • Monthly bookkeeping
  • Annual business tax return preparation (Scorp/Partnership, including one state)
  • Annual individual tax return preparation (including one owner and one state)
  • Electronic copies of tax returns
  • Estimated tax payments assistance
  • Unlimited communication 
  • Quarterly financial review

Add-on Services

Additional state tax return - $5 per month each
Rental properties - $5 per month each
Additional owner's individual tax return - $10 per month
Other state and local taxes (sales tax, property tax, etc.) - $10 per month
Quickbooks online - $25 per month
Payroll Services - $75 per month + $2 per employee
Tax Planning - periodic planning designed to address individual or business tax situations for optimal tax savings. $40 per month
Prior years business tax return preparation - $350 per return
Prior years individual tax return preparation - $200 per return
Prior bookkeeping (backwork needed) - determined based on applicable revenue, contact for details.