Services That Make Life Easier
Tax Preparation Services
Return Type Starting Price
Simple Individual Return $150
Individual w/ any of the following:
Dependents
LLC/Sole Prop Income
Investment Income $200
Individual w/ Rental Income $225
Fiduciary Returns (1041) $300
Homeowner Association Returns $300
Partnership Returns (1065) $350
S-Corporation Returns $400
C-Corporation Returns $500
Additional Fees/ Separate Services Starting Price
Each additional Schedule C $25
Each additional Schedule E $25
Farm Income $25
Additional State Returns $75
Amended Individual Returns $100
Prior Year Returns (per year) $150
Extension Filing $50
Bookkeeping Clean Up before filing - per hour $75
IRS or State Tax Notice Response $50
Bookkeeping Services
Essential Bookkeeping $250/month
For freelancers and small businesses.
What's included:
Monthly transaction categorization
Bank and credit card reconciliations
General ledger maintenance
Monthly profit and loss statement
Monthly balance sheet
Basic review of income and expenses
Routine bookkeeping questions by email
Up to 2 financial accounts and 100 transactions per month.
Growth Bookkeeping $400/month
Recommended for established, growing businesses.
Everything in Essential, plus:
Accounts receivable tracking
Accounts payable tracking
Outstanding invoice and unpaid bill reports
Loan and credit account reconciliation
Review of unusual transactions and account balances
More detailed monthly financial review
Quarterly financial review meeting
Up to 4 financial accounts and 250 transactions per month.
Complete Bookkeeping $650/month
For businesses needing hands-on financial support.
Everything in Growth, plus
More hands-on accounts receivable and payable management
Customer invoice preparation, within the agreed scope
Vendor bill organization and payment due-date monitoring
Cash-flow monitoring and forecasting
Enhanced monthly financial analysis
Budget-to-actual reporting when a budget is provided
Monthly financial review meeting
Up to 6 financial accounts and 500 transactions per month.