Pricing Plans
Monthly prices vary based on the size and complexity of your tax situation.
Contact us to get a quote.
(I) Personal 365 Tax Services
$200 upfront + ($75 - 175 / month)
Tax Preparation of Personal Tax Return (1040)
Ongoing Tax Planning (Recurring check-in meetings)
Additional Monthly Fees May Apply Based on Tax Complexity
12 month initial contract
(II) Self-Employed / Rental 365 Tax Services
$400 upfront + ($125 - 400 / month)
Tax Preparation of Personal Tax Return (1040)
Ongoing Tax Planning (Recurring check-in meetings)
QuickBooks Bookkeeping for your Schedule C (sole proprietorship) or Schedule E (rentals)
Additional Monthly Fees May Apply Based on Tax Complexity
12 month initial contract
(III) S-Corp/Partnership 365 Tax Services
$800 upfront + ($400 - 600 / month)
Tax Preparation of Personal Tax Return (1040)
Tax Preparation of Small Business Return (S-Corp or Partnership)
Ongoing Tax Planning (Recurring check-in meetings)
QuickBooks Bookkeeping (S-Corp and Partnership)
Additional Monthly Fees May Apply Based on Tax Complexity
12 month initial contract