Our Services
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Tax Compliance
Accurate tax compliance is essential as it ensures that you take full advantage of available deductions and credits, which can lead to significant savings. Furthermore, it fosters a sense of trust with tax authorities and contributes to better financial planning. By maintaining compliance, you can focus on growing your financial future with confidence and peace of mind.
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Tax Planning
Tax planning is crucial for optimizing your financial growth. By spotting savings opportunities and managing your finances wisely, you can minimize your tax burden effectively. Identifying risks in advance you make informed decisions, safeguarding your financial future. Embrace proactive tax planning to unlock your potential for long-term success.
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Bookkeeping
Outsourcing your monthly or quarterly accounting enhances the accuracy of your financial data, empowering you to make informed business decisions. With professional expertise, you save time and gain valuable insights into your financial health. Make the smart choice for your business’s future.
Tax Returns
Simple W-2 Return | $350–$400
Designed for individuals with straightforward tax situations. Typically includes W-2 income, standard deduction, and limited additional reporting requirements.
Standard Individual Return | $500–$650
For taxpayers with some additional complexity beyond a basic W-2 return. Common items include simple Schedule C or rental activity, interest and dividend income, and basic capital gains reporting.
Moderate Complexity Individual Return | $600–$1,000
For individuals with multiple income sources or more active financial situations. May include moderate Schedule C or rental activity, itemized deductions, investment activity, and more detailed tax reporting requirements.
Complex Individual Return | $1,000–$1,500+
Designed for high-complexity returns involving multiple rental properties, multi-state filing requirements, international tax considerations, RSUs or stock compensation issues, and other advanced tax matters.
Partnership & S Corporation Returns (Forms 1065 & 1120-S) | Starting at $750
Preparation of business tax returns for partnerships and S corporations, including Schedule K-1 reporting for owners. Pricing varies based on the number of owners, state filing requirements, bookkeeping quality, and overall complexity of the business activity.
C Corporation Returns (Form 1120) | Starting at $1,000
Corporate tax return preparation for C corporations, including federal and state filings. Pricing depends on the size of the business, accounting complexity, multi-state activity, and additional reporting requirements.
Trust & Estate Returns (Form 1041) | Starting at $600
Preparation of fiduciary income tax returns for trusts and estates, including beneficiary reporting and income allocation. Pricing varies depending on investment activity, distributions, and overall complexity of the return.
Tax Planning
Tax Planning | $300–$600
A proactive tax planning session, typically held in the fall, focused on identifying strategies to reduce tax liability and avoid surprises at year-end. This fee is often waived for ongoing bookkeeping and accounting clients.
Bookkeeping
Cash Basis Bookkeeping | Starting at $300/month
Monthly bookkeeping services for businesses operating on a cash basis. Services may include transaction categorization, bank and credit card reconciliations, financial statement preparation, and ongoing account maintenance. Pricing varies based on transaction volume and overall complexity.
Accrual Basis Bookkeeping | Starting at $500/month
Designed for businesses requiring accrual basis accounting and more detailed financial reporting. Services may include revenue and expense accruals, prepaid and fixed asset tracking, reconciliations, and monthly financial reporting. Pricing varies depending on business size and accounting complexity.
Outsourced Controller | Starting at $1,000/month
For businesses needing a higher level of financial oversight and advisory support. Services may include financial analysis, budgeting, cash flow management, process improvement, KPI tracking, and ongoing strategic guidance. Pricing depends on the scope of services and operational complexity.