Everything You Need To Know About Our Fees

We Are Not A Fixed Fee Firm

We do our best to bill at or below estimates, with fees ultimately based on time required. Your tax preparation fee is dependent on complexity, forms required for filing and the overall amount of time required to prepare your tax returns accurately and comprehensively. We work to provide value and bill accordingly for our time and expertise. These are minimum fees assuming neat and complete information. Your fee will be discussed in advance. If you have questions about fees or would like more information, please contact us.

Tax Preparation

Individual Tax Return Preparation

$500 and up

Children and Student Tax Returns

$250 – $400 depending on complexity.

Corporation Tax Returns

$1,250 and up

Partnership Tax Returns

$1,400 and up

Fiduciary Trust Tax Returns

$750 and up

Gift Tax Returns

$500 and up

Accounting/Bookkeeping work required for business records to complete tax return preparation will be charged as a separate fee (if applicable).

Bookkeeping / Accounting

About This Service

All packages are customizable since no one business is alike. The following packages are examples of starting prices. If you have any questions about the pricing packages or would like more information, please contact us.

What You’ll NEED

QuickBooks Online account

Our Monthly Packages

Monthly Bookkeeping starting at $400/month

  • Reconciliation of up to 3 linked accounts
  • Up to 70 transactions
  • Monthly reports prepared balance sheet and profit & loss Statement.
  • 30 minutes of phone support per month
  • Up to 5 requests of email support

Monthly Bookkeeping starting at $800/month

  • Reconciliation of up to 5 linked accounts
  • Up to 150 transactions
  • Monthly reports prepared balance sheet and profit & loss Statement.
  • 60 minutes of phone support per month
  • Up to 10 requests of email support
  • Year-end Tax Form(s) Form 1099-MISC, 1099-INT, 1099-NEC

Monthly Bookkeeping starting at $1,500/month

  • Reconciliation of up to 5 linked accounts
  • Up to 350 transactions
  • Monthly reports prepared balance sheet and profit & loss Statement.
  • 60 minutes of phone support per month
  • Up to 20 requests of email support
  • Year-end Tax Form(s) Form 1099-MISC, 1099-INT, 1099-NEC
  • Scheduled Meetings (Up to 1/month)

Monthly Bookkeeping starting at $1,950/month

  • Reconciliation of up to 7 linked accounts
  • Up to 500 transactions
  • Monthly reports prepared balance sheet and profit & loss Statement.
  • 120 minutes of phone support per month
  • Up to 40 requests of email support
  • Year-end Tax Form(s) Form 1099-MISC, 1099-INT, 1099-NEC
  • Scheduled Meetings (Up to 2/month)

SEND PAYMENTS Online

You can pay your invoice directly online.