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.
Individual (Form 1040) Tax Prep
Starting at $750
- For Sole Proprietors, Single-Member LLC’s, self-holding real estate investors, and other complex 1040’s
- Includes limited support throughout the year (general questions via email)
- Online Portal Access (with phone App) for easy sharing of documents and sensitive information
Corporate & Partnerships Tax Prep
Starting at $1,500
- For closely-held corporations & partnerships. For businesses with revenue under $1MM. Includes 1 state return, up to 5 shareholders or partners, & up to 25 fixed assets
- Includes limited support throughout the year (general questions via email)
- Online Portal Access (with phone App) for easy sharing of documents and sensitive information
Tax Management
Starting at $295/month
- Only available for 50 clients per year
- Includes 1 corporate or partnership return and 1 individual return. Additional individual returns can be added for an incremental fee
- Includes unlimited support for both the business & individuals included in the plan. Situation-specific tax consulting via email, phone, and Zoom
- Online Portal Access (with phone App) for easy sharing of documents and sensitive information
Small Business Accounting
Starting at $695/month
- Monthly income & expense reports that you can use to track your business's financial operations
- Online Portal Access (with phone App) for easy sharing of documents and sensitive information
- Up to 2 checking accounts & 1 savings account
- Up to 2 credit cards
- Third-party banking access required
- Bi-Monthly Payroll Administration available through Gusto (payroll fees not included)
- Vendor payment & invoicing available for an additional fee
- Discounted Tax Management fees
- *Quickbooks Subscription NOT included