Individual Tax Returns (indexed for complexity)
Includes Electronic Filing, Federal return, and 1 State return.
- Basic Tax Return (simple W-2 income, no itemized deductions or business income): $300
- Itemized Tax Return (with deductions for mortgage interest, charity, investments, etc.): $400-$750+
- Self-employed individuals, business owners, and rental activity (with Schedule C, E, or K-1 passthroughs): $600-$1,500+
- Complex Tax Return (multiple sources of income, investments, rental properties, etc.): $1,000+
Additional States, Foreign Reporting, Annual Write Ups extra.
Business Tax Returns (indexed for complexity)
Includes Electronic Filing, Federal return, and 1 State return.
- Basic Partnership Tax Return (simple income and expenses, no complicated transactions): $1,000-$1,500+
- Complex Partnership Tax Return (more than 2 partners, multiple sources of income, investments, etc): $1,500-$5,000+
- Basic Corporation Tax Return (simple income and expenses, no complicated transactions): $1,500-$2,500+
- Complex Corporation Tax Return (multiple shareholders, multiple sources of income, investments, etc): $2,500-$10,000+
Additional States, Foreign Reporting, Annual Write Ups extra.
Subscription Packages
- Small Business Basic: Personal/Business Tax Returns, Tax Planning/Estimates, Sales Tax/1099s, Annual Report(s) – $500+/month
- Small Business Plus: Includes Small Business Basic plus Monthly Write Up and Outsourced Payroll (ADP/Paychex) – $1,500+/month
- Small Business Premium: Includes Small Business Plus plus Month-End Close and Financial Reporting – $2,500+/month
- Real Estate Investor: Includes Small Business Basic plus PNL/Depreciation Schedule(s) for each property – $750+/month
- Outsourced Financial Controller: Includes Small Business Premium plus Budgeting/Forecasting & Cash Flow Management – $5,000+/month
Please note that the prices mentioned above are subject to change and may vary depending on the complexity of your specific situation.
New Business Launching
- Branding & Marketing: logo and marketing materials/graphics – starting at $100
- Web Design & Development and Internet Presence: starting at $500
- Social Media Kick-Start: can include setup, website integration, & video/photo content – starting at $250
- Photography: group and individual headshots, product and/or location shots, etc – starting at $150
Reach out for a quote tailored to the needs of your unique business.
Corporate Wellness
- Yoga: for your team at your business, a local park, or yoga studio – starting at $100
- Wellness Retreats: evening, weekend, or week long retreats that include various activities that promote wellness – starting at $300
Pricing will vary depending on location and programming, contact for more info.