Our Tax Packages
Our Add-On Services
Add-On Services |
|
|---|---|
Add-On |
Price |
Prior Year Filing |
Charged per form |
Late Filing Fee |
$50 |
Rush Fee |
$30 |
Amended Return |
$90 |
W-2 |
$15 |
Additional W-2s (each) |
$15 |
Child & Dependent Care Expenses |
$50 |
Schedule EIC |
$15 |
Schedule A (Itemized Deductions) |
$75 |
Schedule B (Interest/Dividends) |
$75 |
Schedule C (Self-Employment Income) |
$300 |
Health Savings Accounts |
$75 |
Education Credits |
$75 |
Paper Filing / Mail-in Fee |
$50 |
Bookkeeping Packages
Essentials Tier
monthly
$300
For start-ups with one owner
Up to 100 categorized transactions
2 Bank Account Reconciliations
P&L, Balance Sheet, Cash Flow, AR/AP
Year-End Tax Prep & Filing Included
1 monthly phone call (15 min)
Advisory Calls not included
Expense and receipt management (add-on)
IRS Correspondence Support (optional add-on)
Budgeting Advisory Service (add-on)
Payroll (add-on)
Email Support Within 3 business days
QuickBooks License Not included — clients provide their own
Growth Tier
monthly
$500
For businesses with a few employees
Up to 350 categorized transactions
4 Bank Account Reconciliations
P&L, Balance Sheet, Cash Flow, AR/AP
Year-End Tax Prep & Filing Included
1 monthly phone call (30 min)
Quarterly advisory calls (30 min)
Expense & receipt management included
IRS Correspondence Support (up to 1 year)
Budgeting Advisory Service (add-on)
Payroll — QBO Core (add-on)
Email Support Within 3 business days
QuickBooks License Not included — clients provide their own
Executive Pack
monthly
$800
For well established businesses
Up to 850 categorized transactions
6 Bank Account Reconciliations
All reports with review + insights
Year-End Tax Prep & Filing Included
2 monthly calls (30 min each)
Monthly advisory (up to 1 hr)
Expense & receipt management included
IRS Correspondence Support (unlimited)
Budgeting Advisory Service included
Full-service payroll + e-file (QBO)
Email Support Within 2 business days
QuickBooks License Not included — clients provide their own
Add-ons
varies
Varies
Add these options to your package
Clean-up fee ($150/mo)
Prior Month Bookkeeping ($250/mo)
Rush Fee ($100)
Monthly Budgeting Advisory ($100/mo)
Payroll (QBO Core) Subscription + per-employee fee (billed by Intuit)
Unlimited IRS Correspondence ($150/yr)
Have a unique situation?
*These services are in compliance with IRS standards for federal tax preparers and bookkeepers
We offer set pricing for any additional or uncommon forms.
Contact us for a personalized quote if you don’t see your item listed above!