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Comprehensive Tax Account Services & Pricing

How We Can Help

Discover our wide range of tax account services tailored to meet both personal and business needs. From tax preparation to strategic tax planning, we ensure you stay compliant while minimizing liabilities. Our services include business entity selection, estate and trust tax management, and bookkeeping solutions. Let our expertise guide your financial decisions. Contact us today to learn more about how our tax account services can benefit you.

Reviewing Reports at Desk

Tax Preparation & Planning

Effective tax preparation and planning can help you minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status
and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation and other developments impact you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.

A notary public can help you to manage various business matters, including witnessing_and

Notary Public

A notary public can help you to manage various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Management Advisory Services

As a Certified Lean Six Sigma Black Belt we focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in strategic planning and rapid improvement events. Contact our office to learn about the full range of services we provide.

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Bookkeeping Services

Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-sized businesses with employees. When you outsource your bookkeeping services to us you get one on one personalized service and state of the art technology and payroll software.

Bookkeeping Services for Small Businesses

  • Accounts payable (entry, bill paying)

  • Accounts receivable (entry, invoicing, deposits, collection)

  • Bank Reconciliations

  • Inventory management

  • Bookkeeping clean up

  • General ledger

  • Tax forms (1099s, 1096)

  • Payroll processing

  • Outsourced bookkeeping

Filling Out Tax Form

CFO Services

Businesses of all sizes benefit from hiring a Chief Financial Officer (CFO) or controller. But many small business owners worry that they can’t afford it. Maybe you’ve been trying to take care of your business financials in your spare time (or ignoring them altogether), but quickly realized it’s a losing battle because unless you’re an accounting professional yourself, your expertise lies elsewhere.

When you use our CFO services, here’s what we do for you: 

  • Prepare monthly, quarterly, or annual financial statements

  • Financial forecasting

  • Accounts payable and receivable

  • Provide guidance for increasing cash flow and improving profitability in support of future financial goals

  • Strategic tax planning

  • Tax compliance (sales use and payroll taxes)

  • Set up an accounting system and controls

Tax Return Pricing

Individual Tax Returns

  • Simple Return $225 - Up to 2 W2s, Standard Deduction, 1 State, E-file, Basic Q&A

  • Standard Return $275 - Everything in Simple, plus ONE: small investments, unemployment (1099G), Social Security, HSA, student loan interest, child/education credits

  • Enhanced Return $350 - Everything in Standard, plus TWO: itemized deductions, larger investments, multistate, more credits/deductions, 1 K1, 529/Roth, basic capital gains

 

Complex Individual/Business Returns

  • Advanced/Complex $450–$600 Multiple K1s, complex investments, multistate, large deductions, capital gains, 1 rental property

  • Self-Employment Schedule C $350–$1,200 Varies by level/receipts and complexity*

  • Rental Properties $175 first, $125 each add’l (Schedule E)

  • Investments/Capital Gains $50–$500 Varies by number/type of trades (1099B, crypto, etc.)

 

Add-Ons & Other Fees

  • Additional W2s (>2): $10 each

  • Schedule A: $45

  • Schedule B: $25

  • Schedule 8812: $25

  • Education credits: $35

  • HSA (Form 8889): $35

  • K1: $45 each

  • Foreign tax credit: $50

  • Household employee (Sch H): $175

  • Document organization: $35–$75

  • Tax planning add-on: $75–$150

  • Amended returns: $200–$300

  • Extension estimate: $75

 

Business Entities

Partnership (1065) $950–$1,400

S Corp (1120S) $1,100–$1,600

C Corp (1120) $1,200–$1,800

 

Minimum Fees

  • Individual tax return: $225

  • Business tax return: $350

  • W-4 Consulting – Minimum Charge $75 per hour.

  • New Business Setup (LLC’s, S-corps,’ etc.) Starting at $300

  • Notary Services Starting at $5

* Large number of depreciable assets and /or complex business returns that need to be cleaned up for a new client can increase rates​

Bookkeeping Pricing

Hourly

· Standard bookkeeping: $75/hr

· Senior/full-charge/close & review: $95–$125/hr

· Cleanup/catch-up: $120–$150/hr

Fixed monthly (by monthly expenses/transaction volume)

· Starter (≤$10k expenses/mo, ≤3 accounts): $350–$500/mo

· Core ($10k–$50k, 3–6 accts, monthly close): $600–$900/mo

· Plus ($50k–$150k, AP/AR support, sales tax): $1,100–$1,800/mo

· Premium (>$150k, job costing/inventory, light controller): $2,000–$3,200/mo

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