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.

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.

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.

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.

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can collaborate with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to manage all estate and trust tax-related matters.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc. that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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