Pricing
Listed below are introductory prices. Consider these a starting point with finalized pricing determined after a consultation to fully understand your situation and needs.
ACCOUNTING
Bookkeeping
$35000monthly
- Classify all financial transactions
- Review and reconcile bank and credit accounts
- Deliver all financial statements
CFO Services
$55000monthly
- Includes all Bookkeeping Services
- Benchmark financials to industry to find growth opportunites
- Prepare Budgets and forecasts
TAX PREPARATION
Individual
$20000Annually
- For standard W2 filers with no business activity and Standard Deduction
- Also includes filing Schedule D for gains and losses on investments
Sole Proprietor Business
$30000Annually
- Includes standard individual return items
- Schedule C preparation for sole proprietor businesses
Multi Owner Business
$65000Annually
- Partnerships and S corporation returns
- K-1’s for all partners or shareholders
TAX ADVISORY AND PLANNING
Sole Proprietor Business
$200000Annually
- Quarterly Tax Estimations: Provide accurate quarterly tax estimations, helping you avoid underpayment penalties and maintain cash flow while meeting your tax obligations throughout the year.
- Comprehensive Tax Strategy: Develop a tailored tax strategy that optimizes your financial situation, considering your income sources, deductions, and credits, with a focus on minimizing tax liabilities.
- Proactive Advisory: Offer proactive advice on financial decisions, investment opportunities, and tax-efficient strategies to help you achieve long-term financial goals while minimizing tax burdens.
- Ongoing Planning: Continuously monitor your financial situation and changing tax laws to adjust your strategy as needed, ensuring you’re always up to date with the latest tax-saving opportunities.
Get 25% off your annual business tax return with monthly bookkeeping or CFO services!