Our Transparent Fee Structure
Individual Tax Returns, indexed for complexity. Includes Electronic Filing, Federal return, and 1 State return.
Basic Individual Tax Return (simple W-2 income, no investments, business income, or itemized deductions): $350
Itemized Individual Tax Return (investment income/crypto, mortgage interest, real estate taxes, charity, medical, etc.): $400-$500+
Self-Employed Individual Tax Return (self-employed individuals, business owners, rental property, etc.) $600+
Complex Individual Tax Return (multiple sources of income/K-1s, investments, rental properties, etc.): $750-$1,250+
Additional States (starting at +$100/state), Foreign Reporting (starting at +$250), Annual Bookkeping/Write Up (starting at +$1,200) extra.
Business Tax Returns, indexed for complexity. Includes Electronic Filing, Federal return, and 1 State return.
Basic Business Tax Return (partnership/corporation, simple income and expenses, no complicated transactions) $1,800
Complex Business Tax Return (partnership/corporation, multiple owners, special allocations, multiple business units, inventory, etc): $3,000+
Additional States (starting at +$250/state), Foreign Reporting (starting at +$500), Annual Write Up (starting at +$1,200) extra.
Accounting Services, indexed for complexity and transaction volume
Annual Write Up (client provided bank statements/Excel transactions) $1,200+
Monthly Reconciliation/Bookkeeping (uses QuickBooks Desktop Accountant software) $400+/month
Bookkeeping estimate provided for two accounts, under 250 transactions per month. Indexed for number of accounts and transaction volume.
Quarterly Projections & Estimate Vouchers (uses BNA Income Tax Planner software) $500+/quarter
Compliance Reporting (Annual Reports, Sales Tax, Correspondence Letters, etc.) $125+/filing plus state filing fees if applicable
1099-NEC Filing (including filing/postage for 10 recipients) $250 base + $125/each additional 10 recipients
Subscription Packages, indexed for complexity and transaction volume
Small Business Tax Essentials (includes Personal & Business Tax Returns, Quarterly Tax Projections/Estimates, Compliance Reporting) $500+/month
Small Business Outsourced Accounting (includes Tax Essentials plus Monthly Bookkeeping/Reconciliation, Internal Financial Reporting) $1,500+/month
Small Business Complete (includes Outsourced plus Outsourced Controller- month-end close, KPI bench-marking, budgeting/forecasting) $5,000+/month
Other Services
Standard CPA Billing Rates at $250 per billable hour.
Entity Formation from $500, plus state filing fees
Non-Profit Form 990 Tax Returns from $2,000
Financial Statements/Compilation Reporting from $3,000
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.