Choose Your Individual Package
39
$
starting monthly
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Ideal for straightforward tax filing
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Includes: W2, 1099-INT, 1099-DIV, and 1098
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Streamline data collection
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After Year Tax Advice
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Federal & (1) State Filing
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E-file tax service
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E-signature service
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Digital PDF Copy Return
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Your data is never sold
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Secure data
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Access to TaxPro year round for quick check-ins​​
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*Email/phone/message communication are billed at $300/hr for all responses, work, or research involved.
Basic Package*
Tax+ Package
starting monthly
$
89
-
Ideal for our homeowners, families with dependents, itemizers, investors, and variety of specialized credits
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Includes: Schedule A and D
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Education and related child credits
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Federal & (1) State Filing
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E-file tax service
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E-signature service
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Digital PDF Copy Return
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Your data is never sold
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Secure data
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Access to TaxPro year round for quick check-ins**
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**After your 4 free email/phone/message communications you will be billed $300/hr for all responses, work, or research involved.
Everything in Basic plus:
Individual+ Package
149
$
starting monthly
-
Ideal for our self-employed or rental real estate clients
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Personal CFO advisor
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Monthly accounting services
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Foreign bank and financial account reporting (FBAR)
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More extensive tax optimization strategies tailored to your business
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Year-round tax planning
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Priority access to the TaxPro for email communication and consulting
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Free unlimited email/phone/message support communication
Everything in Tax+ plus:
Choose Your Business Accounting & Tax Package
300
$
starting monthly
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Monthly expense volume <$25k
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Business Tax Filing: SchC/1120/1120S/1065/1041/990
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Streamline data collection
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After Year Tax Advice
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Federal & (1) State Filing
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E-file tax service
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E-signature service
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Digital PDF Copy Return
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Your data is never sold
-
Secure data
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*Email/phone/message communication are billed at $300/hr for all responses, work, or research involved.
Basic Package*
Tax+ Package
$
450
starting monthly
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Monthly volume $25k - $150k
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Year-round cash flow checkup
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Meet throughout the year
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IRS & State withholding monitoring
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Assist you with responding to tax agencies
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Four (4) free email/phone/message contacts at no charge**
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**After your 4 free email/phone/message communications you will be billed $300/hr for all responses, work, or research involved.
Everything in Basic plus:
Business+ Package
750
$
starting monthly
-
Monthly volume $150k+
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Optimizing tax strategies for business owners
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Business start-up
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Business optimization
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Personal CFO advisor
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Monthly accounting services
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Monthly payroll services
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Compensation Strategies
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Complete Tax Agency correspondence
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Monthly financial reports
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Business sale planning
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Free unlimited email/phone/message support communication
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Everything in Tax+ plus:
Payroll Services
$
16.25
ea payroll minimum
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+$2.00 each additional employee
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1 to 50 employees covered
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Direct Deposit
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Federal & State e-Payments****
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Federal & State tax form e-Filing
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Employee required forms
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Payroll Schedule
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Regulatory compliance
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Facts: Additional $4.00 fee per direct deposit per employee. Enrollment in EFTPS and state agency e-Pay program required. Electronic filing forms outside Quickbooks is $12 per form per event. Paper filing tax forms is $24 per form per event.
Business Formation
$
600
ea entity
-
Assist with preparing docs
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Apply for EIN/TIN
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Create Schedule of Assets
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Filing S-Election
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Create Schedule of Stock/Member/Partner Basis
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Apply for State Withholding
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Apply for State Sales Tax
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Apply for State Unemployment
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Apply for IRS eFile 94x
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Apply for IRS EFTPS
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CLIENT RESPONSIBILITES:
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Complete online form
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Pay state filing fees
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Purchase corporate/LLC/LLP book & seal
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Open bank account
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Misc Office Fees
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Printed copy of return...............$30
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Request for PDF copy...............$10
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eSigner requests to change email used after request sent.............$15
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Tax advice or question(s) submitted via email/text....$300/hr
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Phone meeting...................$300/hr
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Video meeting....................$300/hr
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Workers Comp Audit Assistance/completion.......$150/hr
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Preparing/Filing state Sales/Use Tax returns...........................$150/hr​
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Preparing/Mailing copies of Forms 941/940 due to efile enrollment incomplete................$24 per event​
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Preparing/Filing unemployment Tax Returns due to incomplete enrollment.................$30 per event​​
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Adding employee to payroll.....$15
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Delivering physical documents in-person or via courier.............$35/hr for scanning to digital
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Document return mail fee.........$25
Can't find what you're looking for?
A La Carte
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Entity Tax Return...............$1,830min
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Additional state return..........$69min
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Individual Tax Return includes 1 state......................................$350min
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Rental Real Estate per property fee.........................................$125min
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Schedule C...........................$150min
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FinCEN 114............................$100
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New Client one-time setup..$150
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Work in connection with business Sale/Acquisition..........1% of gross
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Workers Comp Audit........$150/hr
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Meetings with TaxPro........$300/hr
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Responding to inquiries via email/text/phone...............$300/hr​