Pricing

 

TAX SERVICES    |    ACCOUNTING / BOOKKEEPING SERVICES   |   PAYROLL SERVICES

 

 


TAX SERVICES

 

INDIVIDUAL
Plans Starting At
$150
PER MONTH
✓Dedicated Tax Manager
✓Review of Financial Statements (prepared by client)
✓Tax Planning Projections - Spring
✓Section 199A QBID Analysis
✓Estimated Tax Payments
✓Entity Analysis
✓Tax Planning Follow Up - Fall
✓Advice on Tax Deferred Retirement Accounts
✓Reasonable Email/Phone Call Support
CORPORATION/PARTNERSHIP
Plans Starting At
$215
PER MONTH
✓Dedicated Tax Manager
✓Review of Financial Statements (prepared by client)
✓Tax Planning Projections - Spring
✓Section 199A QBID Analysis
✓Estimated Tax Payments
✓Entity Analysis
✓Tax Planning Follow Up - Fall
✓Advice on Tax Deferred Retirement Accounts
✓Reasonable Email/Phone Call Support
ADD-ONS
These can be added to any one of our plans!

Not seeing what fits your needs?

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→ Full Service Accounting Options
Full Service Payroll
LEARN MORE!
→ Audit retainer
(20% of tax fee)
→ 1099 Processing
($75 for first 3, $5/additional)
→ Personal Tax Return
→ S Elections
($300 | $450 if late)
→ Retirement Plan Setup
→ QuickBooks Cleanup
($125/hr)

 

 


ACCOUNTING / BOOKKEEPING SERVICES

 

 

QUARTERLY
Plans Starting At
$278
PER MONTH
Includes Everything in Tax Services PLUS:
✓Dedicated Staff Accountant
✓Dedicated Accounting Manager
✓QUARTERLY ACCOUNT PROCESSING
✓Reconcile up to 3 Bank Accounts / Credit Cards / Loans
✓Up to 100 Transactions a Month
✓Deliver Quarterly Financials by the 28th
WEEKLY
Plans Starting At
$545
PER MONTH
Includes Everything in Tax Services PLUS:
✓Dedicated Staff Accountant
✓Dedicated Tax & Accounting Manager
✓WEEKLY
ACCOUNT PROCESSING
✓Reconcile up to 8 Bank Accounts / Credit Cards / Loans
✓Up to 900 Transactions a Month
✓Deliver Weekly Financials by the 18th
ADD-ONS
These can be added to any one of our plans!

Not seeing what fits your needs?

SCHEDULE AN APPOINTMENT for a quote!
→ QuickBooks Online Account ($35/month)
Full Service Payroll
LEARN MORE!
→ Audit Retainer (20% of tax fee)
→ Sales Tax Reporting
→ Bill Pay Services
→ KPI Business Analysis ($250)
→ 1099 Processing
($85 for first 3, $5 additional)
→ S Elections ($300, $450 late)
→ Retirement Plan Setup | Personal Tax Return
→ Backwork ($125/hr)

 

 


PAYROLL SERVICES

 

 

MONTHLY
$80
BASE COST
✓Full Service Payroll
✓Employer & Employee Portals
✓MONTHLY PAY DATE
✓Direct Deposit & Pay Cards
✓Wage Withholding & Garnishments
✓Tax Compliance
✓Includes up to 3 Employees
✓Year End Reporting - $50 + $5/w2
WEEKLY
$35
BASE COST
✓Full Service Payroll
✓Employer & Employee Portals
✓WEEKLY PAY DATE
✓Direct Deposit & Pay Cards
✓Wage Withholding & Garnishments
✓Tax Compliance
✓Includes up to 3 Employees
✓Year End Reporting - $50 + $5/w2
ADD-ONS
These can be added to any one of our plans!

Not seeing what fits your needs?

SCHEDULE AN APPOINTMENT for a quote!
→ Timekeeping & Online HR Services
→ New Hire Reporting ($3)
→ Background Checks
→ Unemployment Audits
→ Pay-As-You-Go Workers Comp
→ Additional Employees ($3/each above 10 - $2.50/each)
→ Labor Law Posters
→ Robust Employee Portal with App