Tax Preparation

Tax Preparation packages are customized to meet your unique situation, whether you're a nonprofit, a small business owner, or just an individual trying to navigate the confusing world of taxes. Say goodbye to one-size-fits-all packages and hello to tailored solutions. The base packages are listed below.

Individual

$75 and up

Federal and 1 state
Extensions filed free
Virtual Collaboration
Client Portal
Convenient Payment Methods
Partnership (1065)

$550 and up

Federal and 1 state
1st 4 Partners Included
Partner K-1s provided
Extensions filed free
Virtual Collaboration
Client Portal
Convenient Payment Methods
S Corporation (1120S)

$650 and up

Federal and 1 state
1st 5 Shareholders Included
Shareholder K-1s provided
Extensions filed free
Virtual Collaboration
Client Portal
Convenient Payment Methods
Nonprofit (990)

$575 and up

Federal and 1 state
Extensions filed
Virtual Collaboration
Client Portal
Convenient Payment Methods

Bookkeeping

Bookkeeping packages offer affordable starting prices with a pricing model designed to fit most businesses. While prices may vary depending on transaction details and volume, I always strive to offer transparent and fair pricing. Extra services are available for an additonal charge to customize a package that best suits your unique needs. So, sit back, relax, and let me handle the numbers for you.

*A separate, one-time Client Setup fee is required for all new clients. Price: $75 and up.

Essentials

$79

per month
  • 35 Transactions
  • Bank Reconciliation
    1 account
  • Quarterly Reports
    Balance Sheet
    Income Statement
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Standard

$159

per month
  • 75 Transactions
  • Bank Reconciliation
    up to 2 Accounts
  • Quarterly Reports
    Balance Sheet
    Income Statement
Premium

$199

per month
  • 100 Transactions
  • Bank Reconciliation
    up to 2 Accounts
  • Monthly Reports
    Balance Sheet
    Income Statement
    Cash Flow Statement
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Enterprise

$299

per month
  • 200 Transactions
  • Bank Reconciliation
    up to 3 Accounts
  • Monthly Reports
    Balance Sheet
    Income Statement
    Cash Flow Statement
Silver

$189

per month
  • 100 Transactions
  • Bank Reconciliation
    up to 2 Accounts
  • Monthly Reports
    Balance Sheet
    Income Statement
    Cash Flow Statement
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Gold

$289

per month
  • 200 Transactions
  • Bank Reconciliation
    up to 3 Accounts
  • Monthly Reports
    Balance Sheet
    Income Statement
    Cash Flow Statement

Business Services & Consultation

Whether you need just a little guidance or a lot, our business services and consultation options can be customized to fit your needs. Services are available ala carte or packaged for your convenience. And with flat hourly rates for consultation fees based on the type of consultation, you'll never be hit with surprise fees. Business services include preparation of necessary documents and forms. Filing fees are charged separately to ensure transparency in our pricing.

Business Services

From selecting the perfect business structure to navigating compliance regulations, I have you covered. Please see a list of the most commonly requested services below. Other services are available. Pricng varies based on the services requested.

Top Services
Business Structure Selection
Applying for Tax Id Numbers
S Corp Elections
Application for Tax Exemption
Initial and Annual State Filings
Operating Agreements
Consultation Services start at

$75 /hour

Min 1 hour, billed hourly