Upside Tax

NYC CPA Tax Accountant

Individual Services

  • Income Tax Preparation
  • Personal Financial Statements
  • Financial Planning and Consulting Services

Individual Prices

Prices are subject to volume and complexity of tax forms. After a brief discussion we can give you a price quote based on this list.

Basic
$250.00 +

 

  • Simple W2 and bank interest

Basic Plus
$350.00 +

 

  • Basic plus additional categories of income, deductions, credits

Premium
$450.00 +

 

  • Basic plus more complex tax forms related to freelance, single-member LLC, brokerage activity, rental real estate, K-1 activity, multiples states, employee stock options, etc…

Platinum
$999.00 +

 

  • High Net Worth Individuals that require a tailored approach to their tax compliance and financial planning matters.

 

Business Services

  • Income Tax Filing
  • Bookkeeping and Accounting
  • Payroll and Sales Tax
  • Business Consulting
  • Outsourced CFO Services
  • Financial Statement Compilation

Business Prices

Income tax prep only
$750.00 +

 

  • File C Corp, S Corp, or Partnership tax return

Tax plus – Quarterly
$1,250.00/Qtr +

 

  • Income tax return preparation, setup and quarterly consulting on bookkeeping, payroll, sales tax, owners personal tax situation

Tax plus – Monthly
$1,000.00/Mth +

 

  • Income tax return preparation, setup and monthly consulting on bookkeeping, payroll, sales tax, owners personal tax situation