Tax Preparation

Individual Tax Returns start at $450

Individual Tax Returns with Sole Prop (Schedule C) and/or Rental Properties (Schedule E) start at $750

Partnership and Corporate returns start at $1,450 and will increase based on complexity

Business Formation*

A fee of $425 will cover articles of incorporation and filing for an EIN with the IRS; this fee excludes state filing fees

Filing of corporate election (Single Member LLC, Multi-Member LLC, S-Corporation, C-Corporation, Partnership) with the IRS is $245

Corporate minutes or operating agreement pricing start at $450 depending on complexity

Business Accounting Services*

Business accounting and bookkeeping services start from $450/month and increase depending on number of transactions and complexity

Payroll services start at $300 and go up depending on number of employees and the type of filings involved

Financial statements (Compilations and Reviews) start at $1,600 for non-clients; we provide Compilation Reports with No Management Disclosure upon client request for an additional fee per report.

 Financial Coaching & Retirement Planning For Individuals**

Initial planning fees start at $400-$800; subsequent coaching sessions will be billed quarterly $200-400

Debt elimination plan fees are based on complexity of the plan, but start at $550; Progress reviews are conducted and billed quarterly $99 on subscription basis

** Depending on your personal situation you may need one session or several

* These services can be packaged