top of page
CONSULTATION PRICING
30 min
50 US dollars
45 min
100 US dollars
30 min
50 US dollars
30 min
50 US dollars
1 hr
100 US dollars
30 min
50 US dollars
BOOKKEEPING PRICING
Essential
199$Every monthValid for 12 months- Up to 100 monthly transactions
- Bank/credit card reconciliation
- Categorization
- Monthly P&L & Balance Sheet
Professional
299$Every monthValid for 12 months- Up to 200 monthly transactions
- Bank and credit card reconciliation
- Categorization
- Monthly P&L & Balance Sheet
- Monthly financial review
Premium
599$Every monthValid for 12 months- Up to 500 monthly transactions
- Bank/credit card reconciliation
- Categorization
- Monthly P&L & Balance Sheet
- Monthly financial review
- Account payable/receivable support
- Priority support
TAX PREPARATION PRICING
Basic
199$- Starting at $199
- W2 Income
- Standard deduction
- Federal tax return
- State tax return
- Final preparation fee upon review of return
Standard
299$- Starting at $299
- More complex individual returns
- Dependents & credits
- Multiple source of income
- Final preparation fee upon review of return
Self-employed
499$- 1099 / Schedule C
- Business income
- Business expenses
- Starting at $499
- Final preparation fee upon review of return
PAYROLL PRICING
Essential
99$Every monthValid for 12 months- Up to 3 employees
- Payroll processing
- Direct deposit
- Payroll tax calculations
- Quarterly payroll filings
Plus
149$Every monthValid for 12 months- Up to 10 employees
- Payroll processing
- Direct deposit
- Payroll tax calculations
- Quarterly payroll filings
- W-2 / 1099 year-end support
- New-hire reporting
- Detailed payroll reports
Premium
249$Every monthValid for 12 months- Up to 20 employees
- Payroll processing
- Direct deposit
- Payroll tax calculations
- Quarterly payroll filings
- W-2 / 1099 year-end support
- New hire report
- Detailed payroll reports
- Payroll/accounting review
- Priority support
TAX PLANNING PRICING
Basic
199$Every year- Initial tax planning consultation
- Review of previous tax return
- Personalized tax saving strategies
- Estimated tax guidance
- Email support
Plus
399$Every year- Everything in Basic
- Mid-year tax planning review
- Business tax strategy (S-Corp, LLC, etc.)
- Retirement investment tax strategies
- Quarterly check-ins (up to 4 per year)
- Priority email support
Premium
799$Every year- Everything in Plus
- Unlimited consultations
- Entity structure & tax optimization
- Advanced tax planning for business and personal finances
- Quarterly tax strategy meetings
- Year-round support (email, phone, or virtual)
- Proactive tax law updates and guidance
bottom of page