Pricing
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Flexible pricing that scales with your business
We offer transparent and structured pricing packages to help Clients understand what they are paying for and choose a package that meets their needs.
This plan is specifically for individuals whose primary income sources are W-2 and 1099 forms.
Individual Tax Preparations
$199 WAIVED!
Including:
- Preparation and filing of Federal & State Individual Tax Returns (W-2 & 1099 only)
- Anytime connect to a dedicated Tax Professional via secure chat/email.
- 1 free consultation call per quarter (up to 30 mins) for tax planning or query resolution.
*Annual Commitment
Our new bundles combine full-service bookkeeping, accounting, tax compliance, and advisory services. Bundling offers the greatest value, providing deep savings when billed annually. All plans include Anytime Connect access to professionals. No set-up fees
Startup Bundle
$399 WAIVED!
Including:
- Monthly transaction categorization & reconciliations.
- Up to 100 transactions/month
- Included (Subscription to QBO Simple Start or Xero Starter)
- Quarterly P&L and Balance Sheet
- Included (Annual business tax filing - Form 1120/1065/etc.)
- Included (IRS notice response assistance)
- Included (Chat/Email access to dedicated team)
Growth Bundle
$999 WAIVED!
Including:
- Monthly transaction categorization & reconciliations.
- Up to 250 transactions/month
- Included (Subscription to QBO Simple Start or Xero Starter)
- Monthly P&L, Balance Sheet, and Cash Flow.
- Included (Annual business tax filing - Form 1120/1065/etc.)
- Quarterly Tax Strategy Review Calls (1 hr).
- Included (IRS notice response assistance).
- Included (Priority Chat/Email access to dedicated team).
Enterprise Bundle
$1999 WAIVED!
Including:
- Comprehensive monthly closing & reconciliation.
- Up to 500 transactions/month
- Included (Subscription to QBO Plus or Xero Premium)
- Comprehensive monthly reports & custom reporting.
- Included (Annual business tax filing - Form 1120/1065/etc.)
- Proactive, ongoing strategic tax planning (Unlimited Calls).
- Included (Full audit defense support).
- Included (Priority Chat/Email/Phone access).
*Annual Commitment
These services are available monthly for clients who do not require a full business bundle. Enjoy a 25% discount by choosing the annual plan.
Bookkeeping
Including:
- Monthly transaction categorization, reconciliations, and closing.
- Up to 100 transactions
Accounting Only
Including:
- Monthly Financial Statement Generation (P&L, Balance Sheet, Cash Flow).
- Up to 500k revenue
Tax Compliance & Advisory
Including:
- Ongoing tax analysis, compliance review, and advisory strategy meetings.
*Annual Commitment
Note: standard set-up fee may be charged up to $1999
Fixed pricing for one-off annual tax filing for clients not on a monthly bundle. Take advantage of a 30% discount as Tax Season Offer by registering and providing all necessary documentation.
*Certifications charges extra as applicable.
Add-On Services
Explore Our Add-on Services
These specialized services can be added to any Bundle or A La Carte service.
Payroll Management
Full-service payroll processing, tax remittance, and year-end reporting (W-2s/1099s).
Sales Tax Filing
Calculation, filing, and remittance of sales tax in one designated state.
Virtual CFO Services
Budgeting, forecasting, cash flow modeling, and financial strategy meetings. (Custom quote based on scope).
Having Questions?
Frequently Asked Questions
This FAQ section includes frequently asked questions that can help provide clear and concise answers to your questions.
Need More Questions?
Contact us for more information