Pricing & Discounts

  • Founder’s 5% Discount - Engage by Dec. 2025 and have a permanent 5% discount for all services.

    Early-Bird 5% Discount (Individual returns only) - Engage by December 31 of the current tax year. Ex: Client (A) engages 12/31/2024 to have their 2024 taxes prepared, Client (B) engages on 1/1/2025 to have their 2024 taxes prepared, Client (A) will have a 5% discount.

    Business Tax Bundle 20% Discount - Engage for business AND individual return, 20% discount applied to individual return.

    Bookkeeping Bundle 5% Discount - Engage for bookkeeping AND business return, 5% discount applied to business return.

    QuickBooks ProAdvisor 30% Discount - As a Certified QuickBooks ProAdvisor, we have access to a 30% discount off new subscriptions. Inquire for details as restrictions apply.

    Discounts are cumulative, clients can have up to 10% off their business return and 30% off their individual return.

  • Individual Returns (Form 1040) - Starts at $305 - includes:

    — 2 W-2s (couples and/or multiple jobs), Schedule A (Itemized deductions), Schedule B (Interest and Ordinary Dividends), and common credits/deductions ((Additional) Child Tax Credit, Credit for Other Dependents, Earned Income Tax Credit (EITC), etc.).

    Any additional forms will be charged by the form.

    Business Returns - (Form 1065, 1120, & 1120S)

    — Inquire directly for pricing estimate.

    Audit Representation Package (Individual Returns Only) - $135

    — Exclusive package offered only to clients having their returns prepared by us. By paying this flat-fee, we will represent you in the event of an IRS audit. CPAs are afforded unlimited representation rights before the IRS, meaning that we can represent you on any matter involving audits, payment issues, and appeals, regardless of whether we prepared your return or not - this is usually a bill-by-hour arrangement otherwise. Uncredentialled preparers, by comparison, are limited to representing only returns they have prepared and are limited in interaction only to IRS revenue agents, customer service representatives, and similar employees, including employees in the Taxpayer Advocate Service.

    IRS Letter Service

    Included in all returns prepared by us is no-charge work on any IRS letters received related to such returns.

    Compliance, Tax Planning, and Tax Controversy

    Pricing will be decided on a negotiated hourly rate.

  • Bookkeeping & Accounting services are priced based on the size of the business, complexity of transactions, level of work involved, and diversity of services requested. Therefore, we cannot offer any one-size-fits-all base price with exception to hourly rates, as stated below.

    However, base services include transaction review, recording of all cleared checks, reconciliation of bank and general ledger accounts, and (adjusting) journal entries. Any additional services, such as payroll, inventory tracking, variance analysis, financial statement preparation, etc. will be tailored based on your needs and priced accordingly.

    Books requiring substantial corrections, containing backlogged/imbalanced reconciliations, and otherwise requires extensive time “cleaning the books” will incur fees billed by the hour, billed at $115/hr, unless otherwise agreed-upon if special considerations are warranted. If such an event is triggered, the client will be notified and will need to provide signed acknowledgement before any formal work is to begin. This will be considered a separate engagement, independent of regular services, and must be completed before regular services are to begin or continue. This can be triggered after regular services have started as well should client actions create such an environment in which extensive corrections would be required.