Our Transparent Fee Structure
Individual Tax Return (Form 1040), indexed for complexity. Includes Electronic Filing, Federal return, and 1 State return.
Basic 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.): $500+
Advanced Individual Tax Return (STR/rental property or Single Member LLCs/self-employed business): $750+
Ultimate Individual Tax Return (multiple sources of income/K-1s, investments, rental properties, etc.): $1000+
Additional States from +$150/state, Foreign Reporting from +$450
Additional Rental Properties from +$250/property, Additional Self-Employment from +$300/business
Bookkeeping not included.
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) $1,875
Business Complex Tax Return (partnership/corporation, multiple owners, special allocations, multiple business units, inventory, etc): from $3,150
Additional States from +$300/state, Foreign Reporting from +$600
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 $750/month
Complete Accounting (includes Tax Essentials plus Monthly Reconciliation/Bookkeeping, 1099-NECs, & Monthly Check-Ins) from $1,500/month
Accounting Manager (includes Complete Accounting plus Payroll Assistance, Month-End Close, & Semi-Monthly Check-Ins) from $3,500/month
Financial Controller (includes Accounting Manager plus Strategy/KPI/Business Process development & Weekly Check-Ins) from $5,000/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 $1,875
Financial Statements/Compilation Reporting from $2,500
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.