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.
Premium
$450.00 +
$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 +
$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
Tax plus – Quarterly
$1,250.00/Qtr +
$1,250.00/Qtr +
- Income tax return preparation, setup and quarterly consulting on bookkeeping, payroll, sales tax, owners personal tax situation