We want to be upfront and transparent on our fees! Most tax and business services will fall into these price ranges (unless you bring us a trash bag full of receipts to add up for you – which we won’t!). Our fees are an attempt to correspond with the expected time spent. We aren’t going to nickel-and-dime you by billing every 7.5 minutes we spend on a call or email to you, but if your records are shaky and we have to spend a lot of additional time chasing down your income or expenses, that will need to be taken into consideration.
Individual Tax Returns 1040
For individual 1040s filing married or joint, with one state and one city return, our fee starts at $700. For children or students of clients, the additional fee for kid’s returns is $200. For returning clients we try to keep the fee as low as possible, but as the cost of living has been soaring the last few years, and the price of everything else has gone up, our fees need to increase to pay our wonderful staff accordingly.
Some items that may increase preparation time include:
- Multiple state / city returns
- Complex K1 investments
- Schedule C self employment
- Auto expense and home office
- Stock trading
- Crypto trading
- 1031 exchanges
- Foreign tax filings
Corporate & Partnership Returns
More than half our clients are business owners, and we provide consultation, deduction optimization and tax return preparation. Our starting fee is $1,500 for partnership or LLC, and corporate tax returns depending on the quality of your accounting records (most are $1,500 to $1,800) but larger or more complex business returns are prices commensurately.
Accounting, Payroll*
Monthly Accounting
(Bookkeeping + analysis)
Starting at $500 / month
Bi-Monthly Accounting
(Bookkeeping + analysis every 2 months)
Starting at $250 / month
Sales Tax
$75 / month
Employee Payroll
(Direct deposit, bi-weekly)
- 1 employee, $100 / month
- 2-5 employees, $175 / month
Onboarding
Payroll Accounts Setup, Transfer, Closing
$550 to $650 depending on state
Accounting Setup or Transfer (Fractional Controller)
Varies
QuickBooks Setup and Support (90 days)
$750
S Corp Election, Timely Election (within 75 days)
$450
Late S Corp Election Back to January 2023
$600, $1,200 after Jan 1 2024
Examine Prior Tax Returns
Included
Our Pricing
| A La Carte | Tax Advisor Plan | Business Tax Advisor Plan | Business Gold Plan | |
| Indivual 1040 - Streamline (non-complicated) | $500 | |||
| Individual Tax Return Prep (Form 1040, joint filing) | $800+ | Yes | Yes | |
| Business Entity Tax Return Prep (Form 1065, 1120, 1120S) | $1,500+ | Yes | Yes | |
| Tax Planning, Tax Projection Worksheets | $350 + | Yes | Yes | Yes |
| Estimated Tax Payments Calcs | Included | Yes | Yes | Yes |
| IRS Audit Defense | NA | Yes | Yes | Yes |
| Tax Planning Checkups (3 per year) | $250 to $500 | Unlimited | Unlimited | Unlimited |
| Annual | $1,500 | $2,100 | $3,200 | |
| Monthly | $125 | $175 | $265 | |
| A la Carte* | Bronze | Silver | Gold | |
| 2023 Tax Planning | ||||
| Streamlined Tax Planning, Tax Projection Worksheets | $350 to $500 | |||
| Sched E / 8825 Rental Properties | $80 each | |||
| Annual Tax Reduction, Shifting and Deferral Analysis | $350 to $500 | |||
| Small Business Tax Deductions Optimization | Included | |||
| Section 199A QBI Deduction Tax and Salary Optimization | $300 | |||
| Estimated Income Taxes (via increased payroll withholdings) | Included | |||
| Business Entity Tax Return (Form 1065, 1120, 1120S) | $1,500 starting | |||
| Individual Tax Return (Form 1040, joint filing), One Owner | $700 starting | Add-On | Add-On | Add-On |
| Expat / Foreign Income Calcs (Form 2555, FBAR, Form 8938) | $300 to $500 | As Req'd | As Req'd | As Req'd |
| Tax Resolution, Audit Defense | Varies | Add-On | Add-On | |
| Payroll and Accounting Services | $250 to $1,000 | |||
| Reasonable Shareholder Salary Calculation | $500 | |||
| Monthly Shareholder Payroll Processing (includes spouse, kids extra) | $1,200 | Add-On | Add-On | Add-On |
| Annual Payroll Processing (W-2s, other filings, up to ten 1099s) | Included | Add-On | Add-On | Add-On |
| Accounting Services | Varies | Add-On | ||
| Business Advisory Services | Annually | Routine | Routine | |
| Business Consultation, Periodic Business Reviews | $250 to $1,000 | Routine | Routine | Routine |
| Consultations with Lenders, Attorneys, Financial Planners | $750 | |||
| Financial Analysis | Add-On | Add-On | Routine | |
| Fractional Controller (monitoring 3rd party bookkeeping) | Varies | |||
| Quarterly Financial Statements Analysis, Comparisons | $1,200+ | |||
| Annual Cash Flow Management and Analysis | $1,500 to $2,500 | |||
| Annual Budgeting, Forecasting, Goal Setting | $750 to $1,000 | |||
| Annual First Research Reports, Industry-Focused Consulting | $350 to $600 | |||
| C-Level Financial Advice, Strategic Planning (Fractional CFO) | Varies | Routine | ||
| Succession Planning, Ownership Changes Consultation | $750 to $1,000 |