Kristena L. Malmgren, CPA, P.C.

Kristena L. Malmgren, CPA, P.C.Kristena L. Malmgren, CPA, P.C.Kristena L. Malmgren, CPA, P.C.
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Kristena L. Malmgren, CPA, P.C.

Kristena L. Malmgren, CPA, P.C.Kristena L. Malmgren, CPA, P.C.Kristena L. Malmgren, CPA, P.C.
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Packages

Individual

Bookkeeping

Individual

Starting at $850 - $1,500


Who it's for:

  • Individuals without a business
  • Individuals with Schedule C or Schedule E


Includes:

  • Tax preparation for the current year
  • Prior year(s) return review
  • Quarterly tax newsletter
  • Document storage through our secure portal


Can be added on for additional fees:

  • Tax planning
  • Notices from the IRS and a single-state (additional states available)
  • Year-round access for quick questions

Business

Bookkeeping

Individual

Starting at $2,200


Who it's for:

  • S corporations
  • Partnerships 
  • C corporations


Includes Compliance Package plus:

  • First priority response
  • Mid-year & Fall financial review
  • Annual tax planning meeting
  • Communication with IRS and state agencies

Bookkeeping

Bookkeeping

Bookkeeping

Starting at $350 per month


Who it's for:

  • Schedule C
  • S corporations
  • Partnerships
  • C corporations


Includes:

  • Bookkeeping clean-up
  • Monthly bookkeeping services
  • Payroll Assistance

Estates and Trusts

Starting at $1,200


Includes:

  • Gift Tax Return Compliance
  • Estate and Wealth Transfer Planning
  • Probate and Trust Administration
  • Estate Income Tax Compliance
  • Trust Income Tax Compliance

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