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Pricing Packages

Our pricing packages bundle tax preparation with ongoing email/phone support and tax planning.  Whether you are just getting started or have been in business for years, we can customize a tax services package that is just right for you.

Self-employed/solopreneur packages

For solopreneurs who do not have a separate business income tax return

Essential

For those who want to keep it simple.

starts at $650

Annual personal income tax return preparation


Calculation of quarterly estimated tax payments


Ongoing email/phone support

Planner

For those who like to plan.

starts at $1,200

Annual income tax return preparation


Calculation of quarterly estimated tax payments


Ongoing email/phone support


Review of self-employment retirement plan options


Fall tax projection/planning session

Complete

For those who want more support.

starts at $2,100

Annual income tax return preparation


Calculation of quarterly estimated tax payments


Ongoing email/phone support


Review of self-employment retirement plan options


Quarterly planning meetings

Small business packages

For business owners who have a separate business income tax return

Essential

For those who want to keep it simple.

starts at $1,500

Annual business and personal income tax return preparation


Calculation of quarterly estimated tax payments


Ongoing email/phone support

Planner

For those who like to plan.

starts at $2,250

Annual business and personal income tax return preparation


Calculation of quarterly estimated tax payments


Ongoing email/phone support


Review of self-employment retirement plan options


Fall tax projection/planning session

Complete

For those who want more support.

starts at $3,000

Annual business and personal income tax return preparation


Calculation of quarterly estimated tax payments


Ongoing email/phone support


Review of self-employment retirement plan options


Quarterly planning meetings