Pricing

Monthly Packages

Select your revenue range:

Monthly Packages for Non-Profit Organizations

Select your revenue range:

Tax Preparation Services

Individual Tax Return Preparation

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    • Standard

 ∼ $500

    • With rental properties

 ∼ $750

    • With Investment income

 ∼ $1,000

    • With Business/Professional income

 ∼ $1,200

Corporate Tax Return Preparation

 ∼ $2,000

Partnership Tax Return Preparation

 ∼ $2,000

Additional Services

Quickbooks / XERO setup :

From $500 (Typical Range: $500–$1,200)
We set up your accounting system for accurate, compliant, and efficient bookkeeping. Includes:

  • Business profile and chart of accounts

  • Customer and vendor setup

  • Product/service item list

  • Sales tax configuration

  • Bank feed connection and initial review

Final pricing depends on number of accounts, integrations, and business complexity.
Flat-fee quote provided upfront — no hourly surprises.

Historical Bookkeeping Cleanup / Catch-up:

From $1,000 (Typical Range: $1,500–$3,000)

We bring your books up to date and ready for tax filing, financial reporting, or investor review.
Includes account reconciliations, correction of misclassifications, and adjusting journal entries.

Pricing depends on number of months, transactions, and system condition.
Perfect for businesses behind on bookkeeping or switching accountants.

Our fee is discussed in advance; you will know exactly what you will be paying.

Business Formation & Registration:

LLC or Corporation Setup — $499 + State Fees
Complete Formation Package — $699 + State Fees
We handle all required filings to legally form your business and get you IRS-ready.

Includes:

  • Articles of Organization or Incorporation

  • EIN registration with IRS

  • State tax and payroll registration (if applicable)

  • S-Corp election (Form 2553) if desired

We file in any U.S. state and help you choose the right entity structure for your goals.
Most clients spend $699–$899 including all filings.

Technology & Process Optimization Audit

From $750 (Typical Range: $750–$2,000)
We assess your financial systems, workflows, and technology to identify opportunities for automation and improved control.

Includes:

  • Accounting system review

  • Workflow automation recommendations

  • Data security & internal control evaluation

  • ROI analysis for technology investments

Ideal for growing businesses ready to modernize their back office or integrate new apps (ERP, CRM, payroll, etc.).

IRS & State tax assistance:

We help you resolve IRS and state tax issues quickly and professionally.

  • EIN / IRS Account Setup – $150

  • IRS or State Notice Response – $400–$600

  • Audit Representation or Tax Resolution – From $1,000 (Typical: $1,000–$3,000)

Includes representation, correspondence handling, penalty abatement requests, and installment agreements.
Taxes, penalties, or interest owed to tax authorities are not included in our fees.