Accounting & Tax Solutions for Your Busy Life

Pricing

Pricing

Individual Returns - Form 1040

Base Price of $760 - Includes 2 W2s, 2 1099-Ints, 2 1099-Div transactions, 1 1099 Consolidated form, Child Tax Credit, 1 State return, Standard Deduction

Pricing for additional forms is listed below. Hover over the item to display the pricing details:

* I do not handle foreign income (aside from foreign income reported on a 1099 from a Brokerage) or 1031 exchanges.

** Hourly Rate: In the event that I bill hourly, my rate is $440.

S-Corp Returns - Form 1120-S and C-Corp Returns - Form 1120

Base Price of $1,700 per Business EIN* - Includes up to 10 depreciable items and includes one state return if applicable

Per additional depreciable item $20

Per rental property $220

Bookkeeping clean up Hourly at $440 per Hour

Set up Accountable Plan for Home Office, vehicle, or other reimbursements Hourly at $440 per Hour

Per each additional shareholder (beyond 2) $50

Change in ownership  $100

Additional state $300

*Multiple EINs reported under one umbrella business will be treated as separate businesses for pricing purposes.

 

Partnership Returns - Form 1065

Base Pricing of $1,700 - Includes state return if applicable

Per additional depreciable item $20

Adjusting Journal Entries to correct books Hourly at $440 per Hour

Per each additional partner (beyond 2) $50

Change in ownership  $100

 

Gift Tax Returns - Form 709

Base price of $800 - Includes 1 recipient and up to 6 gifts

Per each additional recipient $50

Per each additional gift $30

Tax Planning

Individual Tax Planning

Billed Hourly at $440 per hour

Business Tax Planning

Billed Hourly at $440 per hour

Bookkeeping (Hover over Items to Display Prices)

  • Initial Set-Up
    • QuickBooks Initial Setup (New to QuickBooks) – Hourly at $440 per Hour
    • QuickBooks Initial Clean-up (New Clients) – Hourly at $440 per Hour
  • Ongoing Bookkeeping
    • $500–$2,000 per month depending on volume
  • Payroll
    • Client must use QuickBooks Payroll, Gusto, or ADP
    • Per payroll run per employee – $50
    • Additional employees – $50 each
    • Payroll Tax Filings
      • Form 941 – $200 per quarter
      • Form 940 – $200
      • State Unemployment Tax Filings – $200
      • Withholding Tax Forms – $200