Pricing & Discounts

  • The below discounts are currently being offered during the year 2025. Please note that some discounts may be phased-out for clients with high-complexity or high-wealth prospects:

    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.

    Active & Veteran Military and First-Responders 10% Discount - We greatly appreciate all our active and veteran military for their service to their country and to our first responders for their service to their community. Those who provide active/veteran military status or active/retired first-responder identification will receive 10% off tax preparation and bookkeeping services.

    Retirees 10% Discount - We respect the financial situations that retirees face as they wind-down their careers and offer those individuals a 10% discount on their returns with evidence of retirement.

    Discounts are cumulative, clients can have up to 10% off their business return and 50% off their individual return.

  • Tax Season Contracting - Are you a CPA firm that is looking for a helping hand during tax season but don’t have the need to justify bringing on a full-time staff member? Contact us and we can work out a short-term staff augmentation arrangement to give you some lift during the season without an annual commitment.

    Interim Staff Augmentation - Are you a firm that needs someone to fill the gap and handle the overflow while looking for a full-time employee? Contact us to discuss needs and qualifications to see if we can help level the operational burden during your search.

  • All returns for individuals and businesses will include Quarterly Estimated Tax Payment projections at no additional charge. Tax advisory is a separate service from tax preparation.

    Individual Returns (Form 1040) - Starts at $150

    — Any additional forms will be charged by the form.

    Amended Returns - Starts at $250

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

    — Pricing tailored based on unique situations and needs

    Audit Representation Package - $60

    — 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.

    Corporate Transparency Act BOI Filing - Initial Filing $100 + $75 per Partner and Filer ($100 is for initial filers only).

    New Federal legislation that is currently under debate as the constitutionality, and under injunction (frequently bouncing in and out of that status), that requires nearly all enterprises to register with the FinCEN. We can help in investigating whether or not you are required to file, aid in the filing process, as well as guide you on ongoing compliance requirements.

    Compliance, Tax Planning, and Tax Controversy

    Pricing will be decided on a negotiated hourly or value-added 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.