01
Tax Return Preparation
We will work closely with you to prepare an accurate return that is filed on time.
02
Tax Planning
We will analyze your situation to lower taxes, ultimately helping you achieve your financial goals.
03
Bookkeeping
We will take care of the bookkeeping and keep you up to date on where you stand financially.
04
Payroll
We will prepare payroll, state tax forms, and federal tax forms.
05
Training and Support
We will help train you in your accounting software and answer any questions you may have.
06
IRS Correspondence
We will work closely with you and the IRS to help resolve any outstanding issues. We will always advocate for lower penalties and interest for our clients.
Simple pricing, for everyone.
Let us handle the bookkeeping and finances while you focus on what you do best – your business!
Quarterly*
Small business with less than 200 transactions quarterly
$1,060
/quarter
Includes:
✓ Quarterly bookkeeping
✓ Quarterly financial reports
✓ Bank reconciliations
✓ 1 hour support quarterly
Basic*
Small business with less than 75 transactions monthly
$480
/mo
Includes:
✓ Monthly bookkeeping
✓ Quarterly financial reports
✓ Bank reconciliations
✓ 30 minutes support monthly
Value*
Small business with 75-250 transactions monthly
$1,290
/mo
Includes:
✓ Biweekly/monthly bookkeeping
✓ Monthly financial reports
✓ Bank reconciliations
✓ 75 minutes support monthly
✓ Annual tax return preparation
✓ IRS Correspondence support
✓ Sales and use tax filings
✓ Annual 1099 preparation
Advanced*
Small to medium-sized business with a substantial accounting workload, or individual with a variety of investments and/or businesses
$4,150
/mo
Includes:
✓ Weekly/biweekly bookkeeping
✓ Monthly financial reports
✓ Bank reconciliations
✓ 2 hours support monthly
✓ Annual tax return preparation
✓ IRS Correspondence support
✓ Sales and use tax filings
✓ Annual 1099 preparation
✓ Quarterly tax estimates
✓ Credit card reconciliation
✓ Receipts storage for 7 years
✓ Accounts receivable
✓ Accounts payable
✓ Payroll (up to 25 employees)
✓ Fixed asset tracking
✓ Monthly management meeting
2024 Tax Return Pricing
Personal
1040 Nonitemized
$290
Sch A, Sch D
+$100
Sch C, Sch E, Sch F
+$195*
Personal Extension
QUOTE
State Personal Return
+$195*
Business
1065
$960*
1120-S
$960*
1120
$960*
State Business Return**
+$310*
Business Extension
QUOTE
Other
1041 (Estates and Trusts)
$385
706
$580
709
$385
Foreign Reporting
QUOTE
990, 990-EZ, 990-N (Nonprofit)
QUOTE
*Price could vary depending on excess time spent on tasks or special projects
**State Business Returns other than Texas No Tax Due
Prices Last Updated: 2-21-2025
