Package and Subscription Pricing
Individual Tax Packages
Compliance
Billed Annually (Tax Preparation Only)
- Federal and applicable state(s) tax returns
- Tax Return Review Video
- Digital Document Storage
- Estimated Tax Safe Harbor Calculations (if applicable)
Compliance clients typically pay $750-$1,500 annually, depending on complexity.
Collaboration
Billed Monthly for 12 Months
- Federal and applicable state(s) tax returns
- Tax Return Review Video
- Digital Document Storage
- Estimated Tax Customized Calculations
- Year-End Tax Projection
- Year-End Tax Planning
- IRS and state notice representation
- Questions throughout the year
Collaboration clients typically pay $150-$225 per month, depending on complexity.
Concierge
Billed Monthly for 12 Months
- Federal and applicable state(s) tax returns
- Tax Return Review Video
- Digital Document Storage
- Estimated Tax Customized Calculations
- Semi-Annual Tax Projections
- Semi-Annual Tax Planning
- IRS and state notice representation
- Questions throughout the year
Concierge clients typically pay $300-$400 per month, depending on complexity.
Business Tax Packages
Compliance
Billed Annually
- Business Tax Return
- Tax Return Review Video
- Digital Document Storage
- List of Adjusting Journal Entries
Compliance business clients typically pay $1,750-$2,500 annually, depending on complexity.
Collaboration
Billed Monthly for 12 Months
- Business Tax Return
- Tax Return Review Video
- Digital Document Storage
- Posting of Adjusting Journal Entries
- Year-End Bookkeeping Review
- Year-End Business Tax Projection
- Year-End Business Tax Planning
- Year-End Payroll Review (if applicable)
- Tangible Personal Property Return (if applicable)
- IRS and state notice representation
- Questions throughout the year
Collaboration business clients typically pay $400-$600 per month, depending on complexity.
Concierge
Billed Monthly for 12 Months
- Business Tax Return
- Tax Return Review Video
- Digital Document Storage
- Posting of Adjusting Journal Entries
- Quarterly Bookkeeping Review
- Semi-Annual Business Tax Projections
- Semi-Annual Business Tax Planning
- Quarterly Payroll Review (if applicable)
- Reasonable Compensation Analysis (if applicable)
- Tangible Personal Property Return (if applicable)
- IRS and state notice representation
- Questions throughout the year
- Receive 50% off bookkeeping services (if needed, replaces quarterly bookkeeping review)
Concierge business clients typically pay $800-$1,200 per month, depending on complexity.
Bookkeeping Add-Ons
Monthly Bookkeeping
Billed Monthly
- We do the monthly bookkeeping on your behalf
Bookkeeping business clients typically pay $300-$600 per month, depending on complexity.
Cleanup Services
Billed at $250 per hour, since it is difficult to estimate a completion time. We will clean up the books on your behalf, preparing the books for tax preparation, and the next bookkeeper.
