We quote your exact price after reviewing your prior-year return and confirming what’s changed this year. You’ll receive a clear scope and fixed fee before any work begins.
Price varies by complexity (forms, states, investments, rentals).
Includes one 1040 Personal Income Tax Return. Price varies by bookkeeping cleanup, business complexity, depreciation detail, and 1040 complexity.
Includes 1–2 owner entity return + one 1040, one annual 60-minute meeting, and pricing agreed before work begins. Final pricing depends on bookkeeping cleanup, business complexity, depreciation detail, and 1040 complexity.
Included: monthly categorization & reconciliations, monthly P&L + balance sheet, year-end 1040 + Schedule C, unlimited email/portal questions, one annual 60-minute meeting (outside tax season).
Monthly categorization & reconciliations • Monthly Profit & Loss and Balance Sheet reports • Year-end Form 1040 + Schedule C filing • Quarterly Federal & State estimated tax planning • Two 60-minute meetings (May/June & Nov/Dec) • Unlimited email & portal questions • Fees tiered by transaction volume • Additional fees: See additional fees under 1040 Only • Fees listed below are billed monthly
Monthly categorization & reconciliations • Monthly Profit & Loss and Balance Sheet reports • Year-end Form 1040 + 1120-S/1065 filing (1–2 person S-Corp or Partnership) • One yearly 60-minute meeting (outside tax season) • One annual Reasonable Compensation Report • Unlimited email & portal questions • Additional fees: See 1040 Only section • Fees listed below are billed monthly
Monthly categorization & reconciliations • Monthly Profit & Loss and Balance Sheet reports • Year-end Form 1040 + 1120-S/1065 filing (1–2 person S-Corp or Partnership) • Quarterly Federal & State estimated tax planning • Two 60-minute meetings (May/June & Nov/Dec) • One annual Reasonable Compensation Report • Unlimited email & portal questions • Additional fees: See 1040 Only section • Fees listed below are billed monthly
Each quarter, we’ll review your bookkeeping together to correct errors, refine your setup, and strengthen your skills. In a one-hour session, we’ll: Fix reconciliations and transaction categorizations. Identify missing or misclassified items. Update your chart of accounts to better fit your business. Teach you how to record and adjust entries correctly going forward. Perfect for business owners who manage their own books but want expert oversight and confidence their records are accurate.
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