Pricing
Know the price before we start
Every engagement starts with a free call and a written quote. Final pricing depends on the complexity of your return or books.
Individual Tax Return
Custom quote after a free call
- Federal and one state return
- W-2, 1099, investment income
- Secure portal and e-signature
- Review call before filing
Most popular
Monthly Bookkeeping
Custom quote after a free call
- In QuickBooks Online or Drake Accounting
- Monthly reconciliations
- Monthly P&L and balance sheet
- Year-end file ready for taxes
- Email support
Business Tax Return
Custom quote after a free call
- Schedule C, 1065, 1120-S, or 1120
- K-1s for owners
- Year-end books review
- Discount with monthly bookkeeping
Other services
| Tax planning & year-end projections | Quoted after a free call |
| Quarterly estimated taxes & quarterly IRS filings | Quoted after a free call |
| Catch-up & cleanup bookkeeping | Flat project quote |
| Payroll (in your choice of payroll software) | Quoted after a free call |
| Sales tax calculations & filings | Quoted per state and filing schedule |
| VAT / GST filings | Quoted per country |
| IRS or state notice response | Quoted per notice |
| New business setup | Quoted after a free call |
| Audit & advisory (partner CPA firms) | Quoted by the CPA firm |
How we work
- Free 30-minute intro call to understand your needs.
- Written quote and engagement letter, signed electronically.
- Secure portal invitation for your documents.
- We do the work and review it with you before anything is filed.
- Pay your invoice online.
Let's talk about your taxes and books
Book a free 30-minute call. We'll learn what you need and give you a clear quote. No obligation.