Pricing & Discounts

  • The below discounts are currently being offered during the year 2025, beginning 4/15/25 unless otherwise stated. Please note that discounts are subject to change each year:

    Founder’s 5% Discount - Engage by Dec. 2025 and have a permanent 5% discount for all services.

    Early-Bird 5% Discount (Individual returns only) (Expires 5/22/2025) - Engage by December 31 of the current tax year. Ex: Client (A) engages 12/31/2025 to have their 2024 taxes prepared, Client (B) engages on 1/1/2026 to have their 2025 taxes prepared, Client (A) will have a 5% discount.

    Business Tax Bundle 20% Discount (Expires 5/22/2025) - Engage for business AND individual return, 20% discount applied to individual return.

    Bookkeeping Bundle 5% Discount (Expires 5/22/2025) - Engage for bookkeeping AND business return, 5% discount applied to business return.

    QuickBooks ProAdvisor 30% Discount - As a Certified QuickBooks ProAdvisor, we have access to a 30% discount off new subscriptions. Inquire for details as restrictions apply.

    Active & Veteran Military and First-Responders 5% Discount (Expires 5/22/2025) - We greatly appreciate all our active and veteran military for their service to their country and to our first responders for their service to their community. Those who provide active/veteran military status or active/retired first-responder identification will receive 5% off individual tax preparation and bookkeeping services.

    Retirees 10% Discount (Expires 5/22/2025) - We respect the financial situations that retirees face as they wind-down their careers and offer those individuals a 10% discount on their individual tax returns with evidence of retirement.

    Discounts are cumulative(Expires 5/22/2025), clients can have up to 10% off their business return and 50% off their individual returns.

  • All returns for individuals and businesses will include Quarterly Estimated Tax Payment forecasts at no additional charge. Tax advisory is a separate service from tax preparation and will be billed at standard rates.

    Individual Returns (Form 1040) - Standard - Starts at $400 ($150 expires 5/13/2025, does not include services below)

    — Includes quarterly check-ins for simple tax planning

    — Quarterly forecasts of estimated tax payments and liability

    Individual Returns (Form 1040) - Enhanced - Starts at $650

    — In addition to Standard, 1 free planning and strategy consultation session (1 hour).

    — One state tax return included or at a discounted rate*

    Individual Returns (Form 1040) - Comprehensive - Starts at $800

    — In addition to Standard and Enhanced, monthly check-ins

    — Quarterly tax planning sessions (1 hour each)

    — 2 State returns included or at a discounted rate*

    Individual Returns (State Return) - Start at $80 per State

    *State returns subject to greater fees due to complexity will be discounted at $80 each.

    Business Returns - (Form 1065, 1120, & 1120S) - Starts at $1,500

    — Includes Enhanced Individual return offering at Standard rate.

    Audit Representation Package - $100 ($60 expires 5/13/2025)

    — Exclusive package offered only to clients having their returns prepared by us. By paying this flat-fee, we will represent you in the event of an IRS audit.

    IRS Letter Service

    Included in all returns prepared by us is no-charge work on any IRS letters received related to such returns.

    Corporate Transparency Act BOI Filing - Initial Filing $100 + $75 per Partner and Filer ($100 is for initial filers only).

    If you’re a foreign-owned business, or have foreign ownership within your business, we can help in investigating whether or not you are required to file, aid in the filing process, as well as guide you on ongoing compliance requirements.

    Compliance, Tax Planning, and Tax Controversy

    — Consultations will be billed at standard rates.

    — Strategy pricing will be based on value and include implementation cost.

  • Bookkeeping & Accounting services are priced based on the size of the business, complexity of transactions, level of work involved, and diversity of services requested. Therefore, we cannot offer any one-size-fits-all base price with exception to hourly rates, as stated below.

    However, base services include transaction review, recording of all cleared checks, reconciliation of bank and general ledger accounts, and (adjusting) journal entries. Any additional services, such as payroll, inventory tracking, variance analysis, financial statement preparation, etc. will be tailored based on your needs and priced accordingly.

    Books requiring substantial corrections, containing backlogged/imbalanced reconciliations, and otherwise requires extensive time “cleaning the books” will incur fees billed by the hour, billed at $115/hr, unless otherwise agreed-upon if special considerations are warranted. If such an event is triggered, the client will be notified and will need to provide signed acknowledgement before any formal work is to begin. This will be considered a separate engagement, independent of regular services, and must be completed before regular services are to begin or continue. This can be triggered after regular services have started as well should client actions create such an environment in which extensive corrections would be required.