Price List

Monthly Subscription Service

 

LEVEL 1
STARTING AT $350 BILLED MONTHLY

LEVEL 2
STARTING AT $500 BILLED MONTHLY

LEVEL 3
CUSTOM

Dedicated accountant

Business tax return preparation and e-filing

 

 

 

 

Monthly bookkeeping

Up to 50 transactions

Up to 100 transactions

Custom

Quarterly financial statements

Estimated tax payment calculation (we process the payments for you upon approval)

Annual federal and state tax payment processing upon approval

City tax return preparation and filing

Secretary of State Renewal (includes the Secretary of State renewal fee)

Annual 1099 preparation and filing

Annual W-2 preparation and filing

Up to 2 employees

Custom

Monthly Payroll set-up

Up to 2 employees

Custom

Monthly or Semimonthly direct deposit for each employee

Up to 2 employees

Custom

Payroll tax payment calculation and processing

Up to 2 employees

Custom

Bank level security client portal

Document storage and access for up to 3 years

Audit Protection

Tax Return Preparation

 

LEVEL 1
SIMPLE RETURN $150

LEVEL 2
COMPLEX EMPLOYEE $350

LEVEL 3
ENTREPRENEUR $550

LEVEL 4
CUSTOM

All Filing Statuses

State Return

1 State

1 State

1 State

Custom

W-2

1

Unlimited

Unlimited

Custom

Interest and Dividend Income

1

Unlimited

Unlimited

Custom

Capital Gain

Unlimited

Custom

Cryptocurrency

Unlimited

Custom

Unemployment

Social Security or Retirement Distributions

Sch C or Sch E – Business Income or Rental Income

1

Custom

Home Sale

K-1 Income

1

Custom

Foreign Income

Custom

Foreign Bank Account Reporting

Custom

Sch A - Itemized Deductions

Child and Dependent Care Credits

Education Credits

Foreign Tax Credit

IRA Contributions

Single Member LLC

Additional $300

Additional $300

S-Corporation, C-Corporation, Partnership

Starting at $950

Rush Fee – 15 days of any filing deadline

Additional 25%

Additional 25%

Additional 25%

Additional 25%

New Entity Formation

 

STANDARD

RUSH 24 HOUR PROCESSING

DBA

$250

$700

LLC

$750

$1,200

Corporation

$750

$1,200

S-election

$750

$1,200

Professional Corporation

$750

$1,200