Packages

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

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

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