Pricing

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Between $250 to $450 for all individual returns, except seniors. The base price applies to simple returns without itemization or additional schedules, such as small business income (Schedule C), property sales (Schedule D), and rental income (Schedule E). Returns that require itemization or these additional schedules will have higher fees, capped at $450.
 

Between $150 and $350 for senior tax returns. The base price applies to simple returns without itemization or additional schedules, such as small business income (Schedule C), property sales (Schedule D), and rental income (Schedule E). Returns that require itemization or these additional schedules will have higher fees, capped at $350.

Preparation of your Business Tax Return - assisting you in your legal obligation to file an annual business tax return with Schedules Estimated Payment Schedules and Coupons, to federal and state taxing authorities. 

Bookkeeping activities will be conducted on behalf of your business to ensure that all financial information is up to date.

This includes:

• Monthly reconciliation of bank and credit card statements up to 200 transactions
• Monthly reconciliation accounts receivable and accounts payable up to 100 invoices
• Paperless Payables – Supplier invoices and receipts imported via online software
• Maintain data feeds into your accounting software files
• Troubleshooting & support

Includes all the above bookkeeping services, as well as: 

• Providing Income statements (Profit & Loss account), Cash summary, Balance Sheet, Accounts Receivables due and Aged Debtors details, Accounts Payables due and Aged Creditors details, Contribution analysis reports (by project and/or client) 
• Monthly reconciliation accounts receivable & accounts payable up to 200 invoices

Bookkeeping (Monthly Reconciliation + 4 Week Close)

1120S S-Corporation Tax Return

Sales Tax Filings

Year-End Financial Statements Preparation

Government Tax Assistance Support

Coaching Calls (Annually)

Tax Planning Calls (Annually)

CFO Support (1 Email Per Month)

Bookkeeper Support (Unlimited)

Response Time (5 Business Days)

Accounting Technology Subscriptions for QuickBooks and Dext

Bookkeeping (Monthly Reconciliation + 2 Week Close)

1120S S-Corporation Tax Return

Sales Tax Filings

Year-End Financial Statements Preparation

Government Tax Assistance Support

Coaching Calls (Quarterly)

Cash Flow & Budgeting Services (Quarterly)

Tax Planning Calls (Quarterly)

Payroll Services

CFO Support (3 Calls/Emails Per Month)

Bookkeeper Support (Unlimited)

Response Time (2 Business Days)

Accounting Technology Subscriptions for QuickBooks and Dext

Bookkeeping (Monthly Reconciliation + 1 Week Close)

1120S S-Corporation Tax Return

Sales Tax Filings

Year-End Financial Statements Preparation

Government Tax Assistance Support

Coaching Calls (Monthly)

Cash Flow & Budgeting Services (Monthly)

Tax Planning Calls (Monthly)

Payroll Services

Bill Pay Services

Custom KPI Dashboard

CFO Support (Unlimited)

Bookkeeper Support (Unlimited)

Tax Audit Support

Response Time (24 hours)

Accounting Technology Subscriptions for QuickBooks and Dext