Our Tax Packages
Basic Tax Packages |
||
Filing Status |
Includes |
Price |
Single |
Up to 2 1040 forms, 2 W-2s, and 2 state returns (if applicable) |
$150 |
Married Filing Jointly |
Same as above |
$200 |
Married Filing Separately |
Same as above |
$175 |
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
Bookkeeping Packages |
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|---|---|---|---|
Feature |
Essentials Tier |
Growth Tier |
Executive Pack |
Monthly Transactions |
Up to 100 categorized transactions |
Up to 350 categorized transactions |
Up to 850 categorized transactions |
Bank Account Reconciliations |
2 |
4 |
6 |
Monthly Financial Review |
Profit & Loss, Balance Sheet, Cash Flow |
Profit & Loss, Balance Sheet, Cash Flow, Accounts Receivable / Payable |
Detailed review of Profit & Loss, Balance Sheet, Cash Flow, Accounts Receivable / Payable with insights |
Year-End Tax Prep & Filing |
Included |
Included |
Included |
Phone / Check-In Calls |
1 monthly call (15 min) |
1 monthly check-in (30 min) |
2 monthly calls (30 min each) |
Advisory Calls |
— |
Quarterly business advisory (30 min) |
Monthly business advisory (up to 1 hr) |
Expense & Receipt Management |
— |
Included |
Included |
IRS Correspondence Support |
Add-On |
Up to 1 year |
Unlimited |
Budgeting Advisory Service |
Add-On |
Add-On |
Included |
Payroll |
Add-On |
Add-On |
Payroll Core QBO license included (Full-service payroll + e-file) |
Email Support |
Within 3 business days |
Within 3 business days |
Within 2 business days |
QuickBooks License |
Not included — clients provide their own |
Not included — clients provide their own |
Not included — clients provide their own |
Add-On Services |
($150) Prior Month Bookkeeping ($250/month) Rush Fee ($100) Monthly Budgeting Advisory ($100/month) |
Organization Fee ($150) Prior Month Bookkeeping ($250/month) Rush Fee Monthly Budgeting Advisory ($100/month) |
Organization Fee ($150) Prior Month Bookkeeping ($250/month) Rush Fee Monthly Budgeting Advisory ($100/month) |
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!