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 $600
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 $2,000
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 $1,200
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 $2,000
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
Fall tax projection/planning session
Complete
For those who want more support.
starts at $2,750
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