Pricing

Accounting - Bookkeeping

Choose The Best Pricing Plan

Basic Plan

Starting @  $400    /Month

  • Monthly categorization of up to 2 bank/credit card accounts  
  • Preparation of basic P&L and Balance Sheet 
  • Email support (response with 48 hours)
  • Access to cloud-based software
  • Quarterly financial reviews (optional add-on)
  • Personal Income Tax (optional add-on)
  • Advisory Sessions (optional add-on)

Standard Plan

Starting @  $600  /Month

  • Everything in the Basic Plan, plus:
  • Monthly Reconciliation up to 4 accounts
  • Payroll Support - Up to 10 employees
  • Monthly Financial Reviews
  • Preparation of cash flow statements
  • Priority email support
  • Personal and Business Tax (optional add-on)
  • Advisory Sessions (optional add-on)

Premium Plan

Starting@  $1200  /Month

  • Everything in the Standard Plan, plus:
  • Monthly reconciliation up to 8 accounts
  • Advanced financial reporting (custom KPIs, dashboards)
  • Weekly financial reviews
  • Quarterly Tax strategy meetings
  • AR (Accounts Receivable) and AP (Accounts Payable) management
  • Quarterly business advisory sessions to identify growth opportunities
  • Audit support (if needed)
Tax Preparation & Filing 

Pricing - includes 1 State

Individual Plan

Starting @  $350  /Per Filing

  • Federal and state tax return filing
  • W-2 and up to 2 1099 forms
  • Student loan interest
  • Mortgage and property taxes
  • Support for home office and business expenses (Schedule C)
  • Forms for investments (Schedule D)
  • Schedule C - add-on
  • International Tax

Partnership & S-Corps

Starting @  $850  /Per Filing

  • Unlimited tax and financial advice
  • Business Planning
  • Retirement Planning
  • Student loan interest
  • Mortgage and property taxes
  • Online tax return storage
  • Personal Income Tax
  • International Tax

C-Corps

Starting @  $1200  /Per Filing

  • Unlimited tax and financial advice
  • Business Planning
  • Retirement Planning
  • Student loan interest
  • Mortgage and property taxes
  • Online tax return storage
  • Personal Income Tax
  • International Tax

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