Individual Income Tax

Form 1040

Required Forms, Schedules & State Returns

From $1,000

Business Tax

Forms 1120, 1120-S, & 1065

Required Forms, Schedules & State Returns

From $2,000

Tax-Ready Bookkeeping

Transaction Classification, Bank Reconciliations, & Consistency for Tax Reporting

From $400/month

Tax Transaction Advisory

Guiding you through a successful exit with confidence and peace of mind

Custom Pricing

Business Advisory Plan

From $600/month

Taxes & Business Filings

• Business income tax return
• Individual income tax return
• Quarterly tax estimates
• Tax planning & advisory

Support & Communication

• Annual Fall tax planning/advisory meeting & tax projection
• Year-round access via email, phone, and video call for questions

*Consultation required — fees are based on the complexity of the business.

Business Essentials Plan

From $800/month

Bookkeeping & Accounting

• Monthly bookkeeping & accounting
• Quarterly financial reports
• Year-end bookkeeping clean-up and adjustments
• QuickBooks Online setup & monitoring
• Payroll Setup with Third-Party Provider

Taxes & Business Filings

• Business income tax return
• Individual income tax return
• Sales Tax Filings
• 1099 Filings
• Quarterly tax estimates & projections
• Tax planning & advisory

Support & Communication

• Quarterly check-in and tax planning/advisory meetings
• Letters & notices support
• Year-round access via email, phone, and video call for questions

*Consultation required — fees are based on the complexity of the business.