Bookkeeping/ Accounting Services
All Bookkeeping Plans include:
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Recording your transactions in your accounting software of choice
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Bank reconciliations
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Preparation of monthly financial reports
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BUDGET PLAN - $149 monthly
Includes up to 75 transactions from a total of 2 bank accounts
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ADVANCED PLAN - $199 monthly
Includes up to 100 transactions from a total of 3 bank accounts
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PREMIUM PLAN - $249 monthly
Includes up to 125 transactions from a total of 4 bank accounts
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ENTERPRISE PLAN - $299 monthly
Includes up to 150 transactions from a total of 5 bank accounts
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ADDITIONAL SERVICES:
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Accounts Receivable Management - $60 monthly for 15 invoices created and remitted via email + $3 for each additional invoice
Accounts Payable Management - $70 monthly for 15 invoices + $3 for each additional invoice. Includes entering, processing and paying your A/P invoices from you business checking or credit card account before the due dates. All invoices must be approved before processing for payment.
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Business Tax Returns
Partnerships, S-Corporations, Corporations, Multi-member LLCs start at $950 (applicable to corporations with gross receipts less than $250,000 for the tax year and clean accounting records). The actual cost will be based on complexity and tax-readiness of financial reports. A flat rate fee will be quoted at no charge, after discussing all relevant facts.
Individual Tax Returns
BASIC - $200.
Includes preparation and e-fling of basic 1040 with up to 2 W2s and 1 state return (no dependents).
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BASIC WITH INVESTMENTS - $300
Includes Basic forms plus 1 Schedule B with up to 5 investments
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INTERMEDIATE - $380
Includes all Investment-level forms plus Schedule D, Child Tax Credit and Earned Income Credit
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ADVANCED - $450
Everything in Intermediate plus up to 3 additional W2s/1099s, Itemized deductions (Schedule A), Educational Credits, Schedule D Investments, Schedule Page 2 K1 entries.
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COMPLEX - $580
All Advanced-level forms plus one of the following:
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Schedule C
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Schedule E (up to 2 properties)
For more detailed per-schedule pricing contact us today.
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