Pricing

Military and Student Discount Available

General Services Fees

  • Incorporation (EIN Included)

    $200 flat fee (plus State fees)
  • Client Needs Assessment

    $75 flat fee
  • New Client Initial Meeting

    $35 flat fee
  • Consultation Hourly Rate

    $60 per hour
  • Consultation Hourly Rate with EA

    $120 per hour
  • Cancellation Fee

    $25 flat fee
  • Drop off & Pickup Trip charge

    $starting at $25
  • Tax Preparation Review

    $50 flat fee
  • Tax Planning

    $75 flat fee
  • Individual Budgeting

    $starting at $75
  • Business Budgeting/Forecasting

    $starting at $150

Business Formation

  • Incorporation (incl. EIN)

    $150 flat fee (plus State fees)
  • Business Plan

    $starting at $250
  • 501(c)(3) (1023)

    $ask for quote

Tax Representation

  • Tax Case Analysis

    $250 flat fee
  • Research & Discovery

    $750 flat fee
  • Audit Representation

    $starting at $400
  • Installment Agreement

    $150 flat fee
  • Offer-in-Compromise

    $starting at $750
  • Penalty Abatement

    $see Enrolled Agent

Tax Preparation

  • Personal Tax Preparation

    $starting at $250
  • Rental Property Tax Preparation

    $350 (+$100 per Schedule E)
  • Self Employment Tax Preparation

    $350 (Schedule C)
  • Partnership Tax Preparation

    $550 flat fee
  • S-Corp Tax Preparation

    $550 flat fee
  • C-Corp Tax Preparation

    $550 flat fee
  • File a Personal Tax Extension

    $50 flat fee
  • File a Business Tax Extension

    $75 flat fee

Bookkeeping Prices and Packages

  • Bookkeeping Setup Fee (waived with annual subscription)

    $75 flat fee
  • Reconciliation per Transaction

    $1.25 flat fee
  • Additional Reports

    $10 flat fee
  • Bronze Package
  • $99
    per Month or $949 annually
  • Up to 75 Transactions
  • Estimated 4 hours per month
  • Quarterly Reports
  • Cash Basis Only
  • Reconciliation of 1 Bank Account
  • Gold Package
  • $249
    per Month or $2,249 Annually
  • Up to 200 Transactions
  • Estimated 16 hours per month
  • Quarterly Reports (up to 4 additional reports free)
  • Payroll (up to 20 Employees)
  • Cash or Accrual
  • Invoicing
  • Reconciliation of up to 5 Accounts (Bank
  • Account, Credit Card, or Merchant Account)
  • 2 Tax Planning Sessions per year (semiannually)
  • Quarterly Tax Filing
  • Annual Tax Return
  • Up to 6 months retro-reconciliation
  • Platinum Package
  • $399
    per Month or $3,499 Annually
  • Unlimited Transactions
  • Monthly and Quarterly Reports
  • Custom Reporting
  • Payroll (up to 50 Employees)
  • Cash or Accrual
  • Invoicing
  • Reconciliation of unlimited accounts
  • Reconciliation of 1 Credit Card
  • 4 Tax Strategy Sessions per year (1 each quarter)
  • Budget Preparation
  • Unlimited retro-reconciliation

Having issues with the IRS? We can help.

Contact an Enrolled Agent today!

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