Pricing Table

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

$300 

Schedule A (Itemized Deductions) 

$130 

Schedule B (Interest/Dividends) 

$50 

Schedule C (Self-Employment Income) 

$300 

Health Savings Accounts

$100 

Education Credits 

$40

Paper Filing / Mail-in Fee 

$50 

Bookkeeping Packages

Bookkeeping Packages

Essentials Pack

$300
  • Up to 100 categorized transactions
  • 1 bank account reconciliation
  • Monthly review of Profit & Loss, Balance Sheet, and Cash Flow
  • Year-End Tax Preparation and Filing
  • 1 monthly phone call (15 minutes)
  • Email support within 3 business days
  • QBO or Zoho Books subscription not included
  • Add-on services available at standard pricing
BOOK NOW

Growth Pack

$500
  • Up to 300 categorized transactions
  • 1 bank account reconciliation
  • Monthly review of Profit & Loss, Balance Sheet, and Cash Flow
  • Year-End Tax Preparation and Filing
  • 1 monthly phone call (30 minutes)
  • Quarterly business advisory call (30 minutes)
  • Payroll entry and sync
  • Expense and receipt management
  • Limited IRS correspondence support (up to 1 year)
  • Email support within 2 business days
  • QBO or Zoho Books subscription included (up to Standard (Z) or Essentials (Q) tier)
  • Add-on services available with 20% discount
BOOK NOW

Executive Pack

$800
  • Up to 800 categorized transactions
  • Up to 6 bank account reconciliations
  • Full monthly financial reporting (Profit & Loss, Balance Sheet, Cash Flow, Trends)
  • Year-End Tax Preparation and Filing
  • 2 monthly phone calls (30 minutes each)
  • Monthly business advisory call (up to 1 hour)
  • Payroll setup, entry, and sync
  • Expense and receipt management + automation setup
  • Unlimited IRS correspondence support
  • Email support within 1 business day
  • QBO or Zoho Books subscription included (up to Premium (Z) or Plus (Q) tier)
  • Add-on services available with 20% discount
BOOK NOW

*These services are in compliance with IRS standards for federal tax preparers and bookkeepers


Have a unique situation? 

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!