Service & Price List

Transparent pricing for all our à la carte services. Need something not listed? Email [email protected] for a custom quote.

Tax Preparation & Compliance

Individual Tax Return (Form 1040)
$450 - $850
Complete preparation of your personal income tax return including all schedules, forms, and state returns.
  • W-2 wages and investment income
  • Itemized or standard deductions
  • Capital gains and losses
  • Rental property income (Schedule E)
  • State return included
Partnership Return (Form 1065)
$1,200 - $2,500
Complete partnership tax return for multi-member LLCs and partnerships.
  • Up to 3 K-1s included (additional $150 each)
  • Balance sheet and income statement
  • State partnership return
  • Capital account reconciliation
  • Guaranteed payment calculations
S-Corporation Return (Form 1120-S)
$1,100 - $2,200
S-Corporation tax return with shareholder K-1s and basis tracking.
  • Up to 2 K-1s included (additional $150 each)
  • Balance sheet and income statement
  • State S-Corp return
  • Shareholder basis calculations
  • Reasonable compensation analysis
Nonprofit Return (Form 990)
$1,500 - $3,500
Form 990 preparation for tax-exempt organizations.
  • 990, 990-EZ, or 990-N determination
  • Schedule A (public charity status)
  • Program service accomplishments
  • Governance and compliance review
  • State charitable registration if needed

Bookkeeping & Accounting

Monthly Bookkeeping
$400 - $800/month
Professional bookkeeping services with monthly close and financial reporting. Cancel anytime—no long-term contract required.
  • Transaction categorization and reconciliation
  • Bank and credit card reconciliations
  • Monthly P&L and Balance Sheet
  • Cash flow summary
  • QBO or Xero setup included
Bookkeeping Cleanup (Catch-Up)
$150/hour
Get your books caught up and accurate. We'll clean up messy records and get you current.
  • Historical transaction cleanup
  • Bank reconciliation (all periods)
  • Account classification corrections
  • Opening balance adjustments
  • Estimate provided after initial review
QuickBooks Setup & Training
$800 - $1,500
Complete QuickBooks Online setup customized for your business.
  • Chart of accounts design
  • Bank feed connections
  • Customer and vendor setup
  • 2-hour training session
  • Custom reports configuration
Payroll Processing
$75/payroll run
Full-service payroll processing including tax filings and year-end forms.
  • Employee paycheck calculation
  • Tax withholding and deposits
  • Quarterly 941 filing
  • W-2 and W-3 preparation
  • State unemployment reporting

Tax Planning & Advisory

Tax Planning Session
$500/session
Strategic tax planning session to minimize your tax liability.
  • 90-minute planning meeting
  • Current year tax projection
  • Estimated payment calculations
  • Year-end tax strategies
  • Written action plan
R&D Tax Credit Study
$2,500 - $5,000
Comprehensive R&D tax credit identification and documentation.
  • Qualifying activity assessment
  • Wage and supply cost analysis
  • Credit calculation and documentation
  • Form 6765 preparation
  • Audit defense support
Cost Segregation Study
$3,500 - $8,000
Accelerate depreciation on commercial real estate purchases.
  • Property component analysis
  • 5, 7, 15-year asset reclassification
  • Bonus depreciation maximization
  • IRS-compliant engineering report
  • Tax return integration
Entity Structure Consulting
$1,200
Determine the optimal entity structure for your business.
  • Tax structure comparison (LLC, S-Corp, C-Corp)
  • Multi-state considerations
  • Liability protection analysis
  • Written recommendation report
  • Implementation roadmap

Business Formation & Compliance

Entity Formation (LLC, Corp)
$800 - $1,200
Complete business entity formation and registration.
  • Articles of organization/incorporation
  • State filing and registration
  • EIN application
  • Operating agreement or bylaws
  • Initial resolutions and minutes
S-Corporation Election (Form 2553)
$400
File S-Corp election with the IRS and state.
  • Form 2553 preparation and filing
  • Shareholder consent forms
  • State S-Corp election (if required)
  • Timing optimization
  • IRS acceptance confirmation
Annual Registered Agent Service
$150/year
Registered agent services and compliance reminders.
  • Registered agent representation
  • Service of process handling
  • Annual report reminders
  • Compliance deadline notifications

CFO & Strategic Advisory

Financial Model Development
$2,000 - $5,000
Custom financial models for fundraising, M&A, or growth planning.
  • 3-5 year revenue projections
  • Expense forecasting by category
  • Cash flow modeling
  • Scenario analysis (best/base/worst)
  • Unit economics integration
KPI Dashboard Creation
$1,500 - $3,000
Custom dashboard showing your key business metrics.
  • Business-specific KPI selection
  • Automated data connections
  • Visual dashboard design
  • Monthly update automation
  • Training on interpretation
Cash Flow Forecasting
$800/quarter
13-week rolling cash flow forecast updated quarterly.
  • Weekly cash position projections
  • AR/AP timing analysis
  • Payroll and tax payment scheduling
  • Scenario planning
  • Cash management recommendations
Fractional CFO Consulting
$250/hour
On-demand CFO expertise for strategic projects.
  • Strategic planning sessions
  • Board presentation preparation
  • Investor pitch support
  • M&A advisory
  • Due diligence coordination

Need Something Not Listed?

We offer custom engagements for unique situations.

Email: [email protected]

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