Services and Fees
How our fees work: We do our best to provide upfront pricing (based on consultation) which means you will know and agree to our fee prior to us beginning any work or you making any commitment. Once we have all or at least all material information required to prepare the return or project we determine our fee based on your unique tax and accounting needs. This comes down to the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed. We ask for 50% of the fee prior to beginning any work and the balance when we provided you with a draft. We DO NOT offer refund anticipation loans.
10% Military Discount
50% of fee is due prior to work beginning.
Balance is due when draft is provided. Final copy and e-filing will not be provided until balance is paid.
hourly services
Certified Public Accountant (CPA) $175 per hour
Consultation $175 per hour
$175 for up to 1 hour of time with CPA
IRS Resolution & Audit Support $175 per hour
Federal or State Correspondence $175 per hour
This fee does not apply to current clients for tax years we were engaged for.
new business setup
Articles of Organization or Incorporation $250
Does not include State Fee (varies by state)
Tax Identification Number $100
S-Corporation Election $175
New Quickbooks Set-Up $375
Preparation and Electronic Filing of Form 1023-EZ Federal application for tax exempt status $450
Does Not Included Federal Fee (About $400)
Preparation of form 1023 Federal Application for Tax Exempt Status
Small Tax-Exempt entities average $600 – $1,500 – Does Not Include Federal Fee (About $400 to $850)
"Nanny taxes"
Full-Service Payroll for "Nanny" (all items listed below) $165 per month
Payroll Processing $100 per month
Calculate Gross and Net Pay, Run Payroll automatically, Direct Deposit is available (no extra charge for weekly paychecks)
Payroll Federal & State Annual Return Preparation $285
W2/W3 Filings for your "Nanny" (does not include audit support)
Payroll Quarterly Return Preparation $175 per filing Quarterly 941 and Applicable State Filings – Fee is per filing for your "Nanny" (does not include audit support)
personal tax return preparation and filing
Personal Federal Income Tax Preparation $450 and up
1040 return and related statements, including cost of e-filing or mailing (does not include audit support).
Personal Federal AMENDED Income Tax Preparation $550 - $750
Amended 1040 return and related statements, including cost of mailing (does not include audit support)
Personal State Income Tax Preparation $250 – $450
Return and all related forms, including cost of e-filing or mailing (does not include audit support)
bookkeeping service
Monthly/Quarterly Bookkeeping Services
Small Businesses starting at $285 per month
Quarterly Quickbooks Review and Reconciliation
Small businesses average per quarter $550 – $1,200
Annual Quickbooks Review and Reconcilliation
Small businesses average annually $1200 – $1,800
Quarterly Financial Statement Preparation
Small businesses average per quarter $475 – $1,000
Annual Financial Statement Preparation
Small business average $600 – $1,500
business tax return preparation and filing
Business Federal Income Tax Preparation $975 – $1500
1120, 1120s, 1065 and all related forms, including cost of e-filing or mailing (does not include audit support)
Business State Income Tax Preparation $500 – $1000
Return and all related forms, including cost of e-filing or mailing (does not include audit support)
Tax Exempt Federal Return Preparation $675 – $1200
Form 990’s and all related forms, including cost of e-filing or mailing (does not include audit support)
Sales Tax Return Preparation $175 - 250 per filing
Per state, per filing (does not include audit support)
Payroll Federal & State Annual Return Preparation $350
W2/W3 Filings for Up to 5 Employees ($20 Each employee over 5) (does not include audit support)
Payroll Quarterly Return Preparation $175 per filing
Quarterly 941 and Applicable State Filings – Fee is per filing for up to 5 employees ($20 each employee over 5) (does not include audit support)
Annual Federal 1099 Filing Preparation $250
Filings for Up to 5 Contractors – ($25 each additional contractor) (does not include audit support)