Services and Prices

Prices provided serve as a general starting point based on services provided and assume all required documents are received by 3/15/2026.

Prices reflect the typical time needed to complete each type of return, ensuring both accuracy and the most favorable outcome. More complex returns may take longer and are priced accordingly.

Personal Returns
 

  • 1040 Return starting at $140 

 

  • 1040 Return with trading reported on 1099-B starting at $200

                These returns are evaluated on amount of trades.

 

  • Self Employed Return starting at $350 (one Schedule C Company)

 

  • 1040X starting at $50 for return previously filed by us.

            - For returns previously filed at another firm $100.

 

  • Returns with all documents received on or after 4/10 - additional $75
Business Returns
 

  • S-Corp Return starting at $900 for 3 of less owners (with completed books provided)

 

  • Multi-Owner LLC and Partnerships Starting $900 (with completed books provided)

 

  • 1099s for Contractors $10/ea

 

  • W-2s for Employees

               (Contact for payroll subscription service prices)

 

Business Services
(starting prices and available services)

 

  • Bookkeeping ($150/hr or subscription)
    • Consultation for what accounting software is best for you and your business
    • Establishing new accounting books
    • Managing and organizing existing accounting software
    • Recording transactions
    • Bank Reconciliations

 

  • Payroll (Call for pricing)
    • Manage payroll information for employees
    • Update payroll information for each payroll period
    • Record Payroll transaction in books
    • File payroll returns with State and IRS
    • Send Year end returns and W-2s

 

  • Web Management ($150/mo)
    • Manage webstite updates:
      • Current photos
      • Current promotions
    • Manage Social Media
      • Weekly posts
        • Information provided by business owner

      • Manage social media communication

Referral Program

The referral program provides a 10% discount on unfiled returns for each new return completed by a referred customer. To ensure you receive the discount, please remind the referred customer to mention your name during their submission.
 

While discounts cannot be combined, they will carry forward.
For example, if you refer three customers, you will receive a 10% discount on three separate returns.

Contact

Reach out for assistance on your needs, or set up a virtual meeting.