Pricing and Fees
In order to serve my clients to the best of my ability, I am only able to accept 300 tax return clients per year.
Tax Preparation Only
Starting at $750 for Individual (1040) Tax Returns
Starting at $1,500 for Partnership (1065) & Corporate (1120 & 1120-S) Tax Returns.
Limited to 100 tax return clients per year
*Early Flier Discount available
Limited support throughout the year (general questions via email)
Tax Management
Starting at $295 per month
Only available to 30 clients per year
Up to 1 corporate or partnership return and 1 individual return. Additional individual returns can be added for an incremental fee
Unlimited email support for both the business & individuals included in the plan
Quarterly Zoom Meetings for Tax Planning & Estimated Tax Calculations
Online Client Portal Access (with phone App)
Month-to-month contract
W-9 Tracking & 1099 Preparation
**Requires accurate bookkeeping be provided to us
Quarterly Accounting
Starting at $695 per month
Only available to 15 clients per year
Income & expense reports prepared quarterly
Up to 1 corporate or partnership return and 1 individual return. Additional individual returns can be added for an incremental fee
Unlimited email support for both the business & individuals included in the plan
Quarterly Zoom Meetings for Reviewing Books, Tax Planning & Estimated Tax Calculations
Online Client Portal Access (with phone App)
Month-to-month contract
Third-party banking access required
Payroll Administration available through Gusto
Vendor payment & invoicing available for an additional fee
W-9 Tracking & 1099 Preparation
**Quickbooks subscription required
Monthly Accounting
Starting at $1,195 per month
Only available to 15 clients per year
Income & expense reports prepared monthly
Up to 1 corporate or partnership return and 1 individual return. Additional individual returns can be added for an incremental fee
Unlimited email support for both the business & individuals included in the plan
Monthly Zoom Meetings for Reviewing Books, Tax Planning & Estimated Tax Calculations
Online Client Portal Access (with phone App)
Month-to-month contract
Third-party banking access required
Payroll Administration available through Gusto
Vendor payment & invoicing available for an additional fee
W-9 Tracking & 1099 Preparation
**Quickbooks subscription required
*Clients that submit all documentation, sign the engagament letter, and pay the invoice by a specified date will receive the Early Filer Discount
**Tax Management will only be effective if we have up-to-date and accurate books to reference. This requires that you have your own bookkeeper or that you are capable of keeping your own books and records.
***Your books belong to you. As such, we require that all of your clients be the master administator of their Quickbooks Online Account. We can help you convert to QBO if you’re not already on the platform.