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Preparation Fee Guidelines:
The prices below are guidelines. Once your information is reviewed, we will provided a formal quote based on the complexity of your return and various schedules required. Expect your personalized quote within 24-48 hours or less.

Book today to get started.

The preparation fees do not include fees incurred for Refund Advances or Bank Product Fees.

Basic Returns (1040) - start at $399
This is includes Federal Form 1040 and 1 State filing. *applies to all returns* Additional states and schedules are extra

Business & Self Employed - start at $550

Amended Returns (1040 X) - start at $250

Prior Year Returns - starting at $200

Non-Resident Alien Returns (1040-NR) - starting at $499

Returns are processed in the order received. Expedited preparation may be available for an additional fee.

Monthly Bookkeeping Services:

Tier 1: Small Business

• 0-50 transactions/month: $395/month
• Best for: Solopreneurs, freelancers, service-based businesses with simple operations

Tier 2: Growing Business

• 51-100 transactions/month: $595/month
• Best for: Small businesses with regular revenue, multiple expense categories

Tier 3: Established Business

• 101-200 transactions/month: $795/month
• Best for: Businesses with multiple revenue streams, regular inventory purchases

Tier 4: High-Volume or Complex

• 200+ transactions/month OR specialized needs: Starting at $995/month (custom pricing)
• Best for: Businesses with high transaction volume, multiple entities, or industry-specific requirements

What's Included in All Tiers:

• Monthly transaction categorization and entry
• Bank & credit card reconciliation
• Monthly financial statements (Profit & Loss, Balance Sheet)
• Basic payroll categorization (if using a payroll service like Gusto or ADP)
• Email/phone support for questions
• Monthly or Quarterly Insights & Alignment Session

When You Need Custom Pricing

Some businesses have needs beyond transaction volume. We provide customized quotes for:

Industry-Specific Requirements:

• Law firms (trust accounting, IOLTA compliance, matter-based tracking)
• Construction (job costing, progress billing, retention tracking)
• E-commerce (inventory management, multi-channel sales reconciliation)
• Restaurants (daily sales reconciliation, tip allocation, inventory)
• Real estate (property-level tracking, tenant ledgers, 1099 management)

Operational Complexity:

• Multiple business entities or locations
• Multi-state operations
• Inventory tracking and cost of goods sold
• Job costing or project-based accounting
• Revenue recognition complexities
• Integration with specialized industry software

Additional Services:

• Accounts payable/receivable management
• Payroll processing
• Bill pay services
• 1099 contractor management
• Sales tax filing

These factors affect pricing because they require specialized knowledge, additional time, or custom workflows. During your free consultation, we'll assess your specific needs and provide a transparent, fixed monthly quote.

One-Time Services:

Bookkeeping Catch-Up/Cleanup:

• Starting at $400 per month of cleanup work
• Example: 6 months of messy books = $2,400-$3,000 depending on complexity

What Counts as a "Transaction"?

We count everything that touches your books:

• Income (customer payments, deposits)
• Expenses (purchases, bills paid, credit card charges)
• Transfers between accounts
• Loan payments
• Credit card payments
• Payroll (each pay run typically counts as 3-5 transactions)

Not sure what your average is? We'll review 2-3 months of your bank and credit card statements during your free consultation and give you an exact tier and price.

Why Fixed Monthly Pricing?

We believe in predictable costs. You'll know exactly what you're paying each month—no surprise invoices, no hourly billing creep. If your transaction volume fluctuates seasonally, we can discuss adjusted pricing for high/low months.

Build Wealth Through Intentional Financial Strategy

Reactive financial management costs you money. Strategic planning puts you in control, reducing tax liability, protecting your assets, and positioning your business for sustainable growth.

Proactive Tax Planning

Don't wait until tax season to think about taxes. We develop year-round strategies to minimize your tax burden legally and ethically, including:

• Entity structure optimization
• Income timing and expense strategies
• Retirement contribution planning
• Tax credit and deduction maximization
• Multi-year tax projection and planning

Asset Protection Strategies

Safeguard what you've built with strategies designed to protect your business and personal assets:

• Business structure recommendations
• Risk assessment and mitigation
• Insurance needs analysis
• Separation of business and personal finances
• Succession planning considerations

Business Consultation

Get clarity on the financial decisions that impact your bottom line:

• Profitability analysis and improvement strategies
• Pricing strategy review
• Cash flow optimization
• Growth planning and forecasting
• Financial decision support

Investment in Your Financial Future

Strategic planning services are customized based on the complexity of your financial situation and business goals. These services can be incorporated with your bookkeeping or tax preparation for a comprehensive financial partnership.

Pricing: Custom quotes based on scope and services selected

Start Planning Strategically

The best time to implement tax and financial strategies is before you need them. Book a consultation to discuss your business goals and develop a personalized strategic plan.

Schedule Your Strategy Session Below