Tax

personal

Simple -- 1040 (one w-2, interest and dividend statement) -- starting at $ 335

Comprehensive-- 1040 (multiple w-2's, 1099-R, 1099-B, 1099-Div, 1099-Int, etc) -- starting at $485

self-employed, rental property owner, Single Member LLC, Equity Compensation, Investor

Professional -- includes 1040, investment/owner k-1’s, schedule c, d, or e --  starting at $615

Quarterly Advisory Plan -- Quarterly touchpoints (Ask My CPA), Estimated Tax Projections, & Annual Subcontractors 1099-Misc Prep, Phone & Email Support -- starting at $325/quarter

--all 1040 tax preparation fees include audit protection (IRS and State notice support for current year filing), electronic filing, safe harbor estimates, and one state filing($150 for each additional state and/or local return & $250 additional non-US Citizen filing 1040-NR)

--comprehensive and professional tax preparation fees include a 30-minute tax planning meeting, personalized tax analysis, and joint vs. married filing separate analysis (if applicable).

business

Annual Tax -- S-Corp, Multi Member LLC, Partnership, Corporation -- starting at $1,195(including audit protection).

New Business Advisory  -- Entity Selection, Legal Entity Review and Optimization, EIN Application, Articles of Incorporation or Organization, Annual Filing Schedule  -- starting at $995

Quarterly Advisory Plan -- Quarterly touchpoints, QuickBooks Subscription, Estimated Tax Projections, & Annual Subcontractors 1099-Misc Prep, Phone & Email Support -- starting at $995/quarter--

Monthly Advisory Plan -- Monthly touchpoints, QuickBooks Subscription, Estimated Tax Calculation, & Subcontractors Annual 1099-Misc Prep, Unlimited Phone & Email Support -- starting at $750/month--