Tax Return Preparation & Filing (Individuals & Small Businesses)

  • Individual Tax Return (Form 1040) – Complete preparation of your federal tax return. This base price covers most typical returns, including up to two small businesses (Schedule C) and two rental properties (Schedule E) and up to 50 stock/crypto transactions.  ☑️$200 

  • Additional Schedule C for Individual Tax Return (1040).  ☑️$25

  • Additional Schedule E for Individual Tax Return (1040).  ☑️$25

  • Additional 50 stock/crypto transactions for Individual Tax Return (1040).  ☑️$25

  • Individual State Return - Price is per state return.  ☑️$50

  • Individual Amended Tax Return (1040-X) - Complete preparation of amended federal return.  ☑️$100

  • Partnership Tax Return (Form 1065) – Includes preparation of the federal partnership return. Price includes up to 4 partners (K-1 forms). ☑️$500

  • Partnership Additional Partner☑️ $100

  • Partnership State Return - Price is per state return. ☑️$100

  • Partnership Amended Tax Return (1065-X) - Complete preparation of amended federal return.  ☑️$300

  • S-Corporation Tax Return (Form 1120S – Includes the federal S-Corp return. Price includes up to 4 shareholders.☑️$600

  • S-Corporation Additional Shareholder ☑️$100

  • S-Corporation State Return - Price is per state return. ☑️$100

  • S-Corporation Amended Tax Return (1120S-X) - Complete preparation of amended federal return.  ☑️$400

  • C-Corporation Tax Return (Form 1120) – Complete preparation of the federal C-corp return. ☑️ $600

  • C-Corporation State Return - Price is per state return. ☑️$100

  • C-Corporation Amended Tax Return (1120S-X) - Complete preparation of amended federal return.  ☑️$400

Note: All tax return services include e-filing and a review of the return with you. We aim to complete every tax return within about 2 weeks of receiving all your information (often sooner!).

Bookkeeping Services

  • Ongoing Monthly Bookkeeping – Perfect for businesses that want continuous support without a long-term contract. Each month, we’ll reconcile accounts, categorize transactions, and keep your books up-to-date. You can start or stop monthly service at any time. ☑️$75 per month

  • Year-End Bookkeeping Clean-Up/Catch-Up – Ideal if your books have been neglected all year and you need a one-time cleanup. We will enter all transactions, reconcile your accounts, and prepare year-end reports for the tax year. This package includes everything needed to get you caught up. ☑️$250 per tax year

  • Monthly Bookkeeping (Non-contracted) One-time monthly bookkeeping support—no ongoing commitment. It's great for catching up, filling in during staff changes, or when your regular bookkeeper is unavailable. The service includes transaction entry and categorization, bank and credit card account reconciliations, and a simple summary report. ☑️$75 per month

  • QuickBooks Setup or Reset - Need a fresh start with QuickBooks? This one-time service will set up your QuickBooks Online correctly (or clean up and reset your existing file) so you can manage your bookkeeping going forward. Great for new businesses or those who need a bookkeeping reboot. ☑️ $150 

All bookkeeping services are usually completed within 2 weeks for year-end projects. Monthly services are updated regularly each month.

Support for IRS/State Issues

  • IRS/State Letter Response (Basic Notice) – Received a scary letter from the IRS or state tax agency? We’ll help you make sense of it and draft a clear, professional response. This service covers straightforward notices or letters where a simple response or clarification is needed.☑️ $75 

  • Tax Resolution Services (Complex Issues) – For more complex tax problems, we’ve got your back. This includes services like setting up payment plans, negotiating tax debts or liens, requesting penalty abatement, or handling audits and more involved IRS correspondence.☑️ $200 

These tax resolution services are tailored to your situation. We know dealing with the IRS can be stressful – our goal is to resolve the issue as affordably and quickly as possible, usually wrapping up within a couple of weeks.

Business Services

  • New Business Formation Help – Preparation of business formation documents including, incorporation papers, secretary of state registration, obtaining EIN and payroll account numbers and operating agreement(s).☑️ $250

  • W-9 and 1099 Filing Support – We’ll help you collect W-9 forms from contractors and prepare/file your 1099s at year-end. This ensures you meet IRS requirements for reporting payments to independent contractors. (Price covers preparing an average volume of forms – if you have an unusually large number of contractors, we’ll let you know if any slight upcharge is needed.) ☑️ $100

  • EIN Application (Tax ID) Filing – Don’t want to deal with IRS paperwork to get an Employer Identification Number for your new business? We handle the EIN application process for you, quickly and correctly, and provide you with the official EIN documentation. ☑️$50

  • Financial Statements Only – If you just need a set of financial statements (Profit & Loss and Balance Sheet) prepared one time (for example, for a bank loan or personal use) and you already have your bookkeeping mostly done, we can compile and format those statements for you. This is a one-time service and does not include ongoing bookkeeping.☑️$125

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