Pricing & Fees

Individual Tax Preparation & Planning

From basic to complex individual tax returns, there’s nothing we can’t handle. Our fees include filing both Federal and (1) state tax return. Certain credits/deductions and activity from rentals, investments/brokerage accounts, and self-employment increase the complexity and will increase the cost to prepare your tax return. Contact us for more details and for a free estimate!

Individual tax preparation starts at $175.00 (Includes Federal Form 1040 and (1) state tax return)

Corporate & Partnership Tax Returns

For businesses required to file corporate or partnership tax return forms 1120, 1120-S, or 1065, contact us to discuss more details. Total cost of your return is based on the overall complexity, accuracy of books and records, and tax filing history. Contact us to discuss your tax situation and we’ll let you know what it will cost to complete your next corporate tax return!

Corporate and partnership tax returns start at $750.00.

Non-Profit Tax Returns

We are also capable of filing tax returns for most non-profit entities. There are a few different versions of Form 990. Which one you file depends on the size of your non-profit entity. We do not file for non-profits with annual gross receipts over $250k and total assets over $500k. However, we can provide or file the following:

• Non-profit entity formation services
• Form 990-T – $400-$900
• Form 990-EZ – $600-$900
• Form 990-N – $250

Bookkeeping Services

Pricing for bookkeeping services is based on the average number of transactions over the most recent nine-to-twelve-months. If you’re a new business with no transaction activity, we have a few options that can reduce the bookkeeping cost while you get your business up and running! On the other hand, if you’re already established but fallen behind on bookkeeping, we have bookkeeping catch-up services as well!

All active business accounts must be included for us to provide an accurate estimate. Be sure to let us know if your bookkeeping requires project or class tracking. Contact us for more details!

Payroll Services

We offer two options for payroll services: full-service and compliance only. If you have questions, contact us for more information!

• Standard – $125/Mo. There will be an initial setup fee and additional fees depending how many employees you have and whether you require 1099s to be filed at the end of the year.

• Compliance Only – We understand that businesses are always looking for ways to save money. Some choose to take care of payroll “in-house” but still need an experienced tax pro to take care of their payroll filing requirements. If you prefer to do payroll “in-house”, then this tier is for you!

Tax Representation & Resolution Services

• If you’ve received notice letters from the IRS or state tax authority, contact us so we can go through the details! We offer a wide range of tax resolution & representation services:
  • Delinquent or unfiled tax returns
  • Tax audits & appeals
  • Filing collection due process (CDP) or equivalent hearings
  • Installment agreements (IA)
  • Offer in compromise (OIC)
  • Preparing appeals for rejected OICs, IAs, or audit findings
  • Currently not collectible (CNC) Status
  • Penalty abatement
  • Resolving payroll tax disputes
  • Innocent or injured spouse relief
  • Resolving reasonable comp disputes for S-corps

Entity Formation Services

We offer comprehensive business and non-profit entity formation services that covers everything from start to finish. We ensure that your business is properly registered at the federal and state levels, all the required paperwork is completed, timely filed, and provided to you for your records.

The work required can vary greatly depending on your needs so contact us to go over the details!

• Business entity formation services range from $600 to $900
• Non-profit entity formation services range from $800 to $1,100