INDIVIDUAL & BUSINESS INCOME TAX COMPLIANCE

Income tax compliance refers to the preparation and filing of your annual income tax returns. The pricing of income tax compliance varies based on a variety of factors and other unique circumstances and complexities. Premiums or extensions may apply for tax season onboarding, so please try to inquire beforehand.

 

Other taxes (e.g., sales taxes and payroll taxes) are considered Outsourced Accounting Services for businesses and are factored into the next section instead of this income tax section.

Individual Income Tax Preparation: starting at $400

• Income tax preparation for individuals of all ages and statuses. Please schedule a consultation for a quote.

 

Business Income Tax Preparation: quote required

• Income tax preparation for corporations, partnerships, and sole proprietors. Please schedule a consultation for a quote. View the next section for information about accounting and advisory services available for businesses.

 

Non-Profit and Estate/Trust Tax Preparation: quote required

• Tax preparation for non-profit organizations, estates, and trusts that is designed to address filing requirements and reporting obligations. Please schedule a consultation for a quote.

OUTSOURCED ACCOUNTING SERVICES (for businesses)

The services below are three common service tiers associated with a business's accounting and finance functions. Each tier provides different services based on your needs and are priced based on various factors and unique circumstances and complexities. Despite the fees below showing monthly and quarterly rates, we offer these services at various intervals throughout the year based on what's most suitable for you, ranging from weekly to annually.

Bookkeeping Services: starting at $300/month or $600/quarter

• Bookkeeping services are essential for maintaining accurate accounting records to support operational decision-making and compliance requirements. Please schedule a consultation to discuss your needs and to obtain a quote.

 

Controller Services: starting at $500/month or $1,000/quarter

• Controller services provide financial oversight, reporting management, and accounting process support. They're generally for operational businesses that already maintain internal accounting or bookkeeping functions but want to supplement it with external resources and review. Please schedule a consultation to discuss your needs and to obtain a quote.

 

CFO Advisory Services: starting at $1,500/month or $1,500/quarter

• CFO Advisory services provide strategic financial guidance, forecasting, and decision-making support. They're generally for operational businesses that are seeking high-level financial leadership and insights. Please schedule a consultation to discuss your needs and to obtain a quote.

CONSULTING & OTHER SERVICES

We offer a variety of consulting services and related services. Most of these specialized engagements are billed at hourly or project-based rates depending on scope and complexity, and they usually contain a minimum fee or require an upfront deposit.

 

Examples of such services include, but aren't limited to: tax notice resolution, tax calculations or year-end planning, tax position analysis, tax withholdings updates, entity advisory services, internal control assessments, nexus studies, S-Corporation determinations, personal budgeting, and personal financial roadmaps. Please schedule a consultation to discuss your needs and to obtain a quote.