Simple, Transparent Pricing

 

• Individual Return + One State

  • (W-2 only) $300

  • Itemizing deductions $125

  • Each small business $75+ (based on work required) 

  • Each rental property $125

  • Capital gains (stocks, bonds, crypto) $25 - $250 (based on volume)

  • Each additional state $50

• Typical Client Examples

  • W-2 + Itemize = $425

  • W-2 + Itemize + 1 rental = $550

• (All tax returns include 3 years of Audit Protection)

 

PARTNERSHIPS

• Start at $1,050
  • Includes
    • Three years audit defense
    • Federal + state filing
    • Includes K-1's for each partner

 

S-CORPS

• Start at $1,450
  • Includes 

    • Three years audit defense

    • Federal + state filing

    • Officer salary review

BOOKKEEPING

(Up to $250k in revenue) $250/month

(Up to $500k in revenue) $350/month

($500k or higher complexity) $500+/month

Always included:

• Monthly Income and Expense Tracking
• Monthly Reconciliation
• Fundamental Business Insight Report showing Key Performance Indicators (KPI) emailed to you monthly
• The report will be modified to show what is important to you

*If you do your own bookkeeping, but you want a (KPI) report emailed to you monthly we charge $75/month 

 

 

TAX PLANNING & CONSULTING

• Tax planning packages start at $1,200 for business owners/S-Corp strategies
  • S-Corp election analysis
  • Reasonable salary calculation
  • Accountable Plan setup
  • Business deduction maximization
  • Home office and auto strategy
• Comprehensive entity packages start at $2,500
  • Everything Above+
  • Multi-entity structure planning
  • Holding company strategy
  • Multi-state optimization
  • Short-term rental loophole planning
  • Cost Segregation Planning

ADD-ON SERVICES

• Accountable Plan Setup
  • $450 (included in tax plans above)
• Payroll Setup (S-Corp Owners)
  • $450 one-time, then handled through Gusto or QuickBooks payroll
• Entity Formation and State filings
  • (LLC)

    • $550 + state fees

    • Includes IRS EIN number, operating agreement
  • (S-Corp)
    • $1,050 + state fees
    • Includes EIN number, operating agreement, S-Corp Filing
  • Statement of Information Filing

    • $125 + State Fees

  • State LLC Tax Filing

    • $50 - $200