Pricing

Tax and Accounting Services Pricing

Select at least one service to begin. Note that the pricing displayed here is an estimate. We’ll provide a formal quote once you meet with your CPA.

 per month

Tax Preparation

What Type of Tax Preparation Are You Looking For?
Service Package
Includes:
  • Review of your tax return by phone/video call
  • Unlimited email and phone support
  • 14-day turnaround time
  • Starting price includes 1 Schedule C business and 1 Schedule E rental return
  • Includes all other 1040 income tax reporting
  • Electronic and/or paper copy of tax return
Includes:
  • Review of your tax return in person or by phone/video call
  • Unlimited email and phone support
  • 14-day turnaround time
  • Starting price includes 1 Schedule C business and 1 Schedule E rental return
  • Includes all other 1040 income tax reporting
  • Electronic and/or paper copy of tax return
Includes:
  • Review of your tax return in-person or by phone/video call
  • Unlimited email and phone support
  • 7-day turnaround time
  • Starting price includes 1 Schedule C business and 1 Schedule E rental return
  • Includes all other 1040 income tax reporting
  • Quarterly estimates
  • Quarterly check-in
  • Electronic and/or paper copy of tax return
Includes:
  • Review of your tax return by phone/video call
  • Unlimited email and phone support
  • 7-day turnaround time
  • Starting price includes 1 Schedule C business and 1 Schedule E rental return
  • Includes all other 1040 income tax reporting
  • Quarterly estimates
  • Quarterly check-in
  • Electronic and/or paper copy of tax return
What is the tax structure of your entity?
What was your gross revenue last year?
How many shareholders/members/partners (including you)?

How many beneficiaries (including you)?
What was your gross revenue range last year?
Select Package

Tax Advisory & Financial Planning

What Tax Advisory & Financial Planning Are You Looking For?
One-Time Cost: $2,500
One-Time Cost: $7000
One-Time Cost: $8500
One-Time Cost: $8,500
Assessment Includes:
  • Business Entity Selection (LLC, S-Corp, C-Corp)
  • Reasonable Compensation
  • Retirement Plans
  • Home Office Deduction
  • Cost Segregation
  • R&D Credits
  • Like-Kind Exchange
  • Augusta Rule
  • 35+ Additional Strategies

Bookkeeping

Annual Revenue
What accounting basis and update frequency do you need?

How many connected accounts (banks, credit cards etc) do you have/use?

Full Service Payroll

Number of employees

S-Corp Conversion

One-Time Cost: $1900 – $2900

Corporation & LLC Setup

One-Time Cost: $900