Our Transparent Fee Structure
Individual Tax Return (Form 1040), indexed for complexity. Includes Electronic Filing, Federal return, and 1 State return.
Essentials Individual Tax Return (simple W-2 income, simple bank interest, no itemized deductions): $350
Standard Individual Tax Return (investments/crypto, mortgage interest, real estate taxes, charity, medical, etc.): from $500
Rental Real Estate Individual Tax Return (rental activity, basis schedules, depreciation, etc.): from $695
Self-Employed Individual Tax Return (Single Member LLC/sole proprietors receiving Form 1099-NEC, etc.): from $795
Complex Individual Tax Return (multiple sources of income/K-1s, investments, rental properties, etc.): from $995
Additional State from +$195/state, Foreign Reporting from +$495
Additional Rental Properties from +$295/property, Additional Self-Employment from +$395/business
Bookkeeping not included.
15% discount for teachers, first responders, and military
Business Tax Returns (Forms 1065/1120/1120S), indexed for complexity. Includes Electronic Filing, Federal return, and 1 State return.
Business Essentials Tax Return (partnership/corporation, simple income and expenses, no complicated transactions) $1,995
Business Complex Tax Return (partnership/corporation, multiple owners, special allocations, multiple business units, inventory, etc): from $3,495
Additional States from +$395/state, Foreign Reporting from +$695
Bookkeeping not included.
Subscription Services, your year-round, All-In solution.
Tax Essentials (includes Personal + Business Tax Returns, Compliance Reporting, Quarterly Projections & Check-Ins) from $800/month
Complete Accounting (includes Tax Essentials plus Monthly Reconciliation/Bookkeeping, 1099-NECs, & Monthly Check-Ins) from $1,600/month
Accounting Manager (includes Complete Accounting plus Payroll Assistance, Month-End Close, & Semi-Monthly Check-Ins) from $3,800/month
Financial Controller (includes Accounting Manager plus Strategy/KPI/Business Process development & Weekly Check-Ins) from $5,200/month
Accounting Services, indexed for complexity and transaction volume
Annual Write Up (client provided bank statements/Excel transactions) from $1,800
Monthly Reconciliation/Bookkeeping (uses QuickBooks Desktop Accountant software) from $600/month
Bookkeeping estimate provided for two accounts, under 200 transactions per month. Indexed for number of accounts and transaction volume.
Quarterly Projections & Estimate Vouchers (uses BNA Income Tax Planner software) from $500/quarter
Compliance Reporting (Annual Reports, Sales Tax, Correspondence Letters, etc.) $150/filing plus state filing fees if applicable
1099-NEC Filing (including filing/postage for 10 recipients) $300 base + $150/each additional 10 recipients
Other Services
Standard CPA Billing Rates at $300 per billable hour.
Entity Formation from $795, plus state filing fees
Non-Profit Form 990 Tax Returns from $1,995
Financial Statements/Compilation Reporting from $2,995
Unfortunately, we do not provide review or audit engagements.
Audit Defense/Tax Resolution at standard billing rates.
Out-of-pocket expenses (postage, etc.) added to final invoice.
Retainer Due upon executed Engagement Letter, Balance Due prior to Filing.