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 $150 

 

  • 1040 Return with trading reported on 1099-B starting at $220

                These returns are evaluated on amount of trades.

 

  • Self Employed Return starting at $375 (one Schedule C Company)

 

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

            - For returns previously filed at another firm $150.

 

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

  • S-Corp Return starting at $900 for 3 or 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

Basic Bookkeeping

  • Record monthly transactions for P&L and Schedule C
  • Reconcile Monthly Accounts

 

$300/ month   

Accounting

  • Record monthly transactions for P&L and Schedule C
  • Reconcile Monthly Accounts
  • Provide statements: P&L, Balance Sheet, Accounts Payable, and Accounts Receivable
  • Monthly consoltation to review business needs

 

$700/ month   

Controller

  • Record monthly transactions for P&L and Schedule C
  • Reconcile Monthly Accounts
  • Provide statements: P&L, Balance Sheet, Accounts Payable, and Accounts Receivable
  • Monthly consoltation to review business needs
  • Accounts Receivable Billing
  • Accounts Payable Management

 

$1500/ month   

CFO Services

  • Record monthly transactions for P&L and Schedule C
  • Reconcile Monthly Accounts
  • Provide statements: P&L, Balance Sheet, Accounts Payable, and Accounts Receivable
  • In depth analysis of statements
  • Budget perperation and review of Budget vs Actual
  • Accounts Receivable Billing
  • Accounts Payable Management

 

$2000/ month   

Additional Services

  • Accounts Payable Management
  • Accounts Receivable Billing
  • Payroll
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.

Business referrals will receive a 1 month 10% discount for referring and referred customer. 

Contact

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