Home
About
Services
360° Tax Planning and Advisory
Integrated Tax & Financial Planning
Business Consulting
Bookkeeping & Payroll
Pricing
Contact
Pricing
Pricing
Select at least one service to begin. Note that the pricing displayed here is an estimate. We’ll provide a formal quote once you meet with your CPA
Select Applicable Services
Estimated Starting Price per month:
Tax Preparation
What Type of Tax Preparation Are You Looking For?
*
Individual
Business
Both
Full Service Gold – Remote
Full Service Gold – In-Person
Full-Service Gold Includes: • In-person or telephone review of your return (Phone review for Remote) • Unlimited email and phone support • 7-day turnaround time • Starting price includes 1 Schedule C business and 1 Schedule E rental return • Includes all other 1040 income tax reporting • Quarterly estimates • Quarterly check-in • Electronic and/or paper copy of tax return
What is the tax structure of your entity?
*
S Corporation
C Corporation
Multi-member LLC
SMLLC/Sole Proprietor
Trusts & Estates
What was your gross revenue last year?
*
Under $500k
$500k – $1M
$1M – $5M
$5M – $25M
$25M+
How many shareholders/members/partners are there (including you)?
*
1
2 – 5
6 – 9
10 – 24
25+
Price
How many beneficiaries are there (including you)?
*
1
2 – 5
6 – 9
10 – 24
25+
What was your gross revenue range last year?
*
0 – 1M
1M+
Select Package
*
Remote
In-Person
Tax Advisory & Financial Planning
What Type of Tax Advisory & Financial Planning Are You Looking For?
*
Individual
Business
Strategic Tax Planning
Strategic Tax Planning + Financial Planning (Integrated Cash Flow, Retirement, and Budget Analysis)
Strategic Tax Planning + Financial Planning (Integrated Cash Flow, Retirement, and Budget Analysis) + Gold Tax Prep
Strategic Business Tax Planning
Assessment Includes:
• Business Entity Selection (LLC, S-Corp, C-Corp)
• Reasonable Compensation
• Retirement Plans
• Home Office Deduction
• Cost Segregation
• R&D Credits
• Like Kind Exchange
• Agusta Rule
• +35 Additional Strategies
Bookkeeping
Annual Revenue
*
Under $250K
$250K – $500K
$500K – $1M
$1M – $2.5M
$2.5M – $5M
$5M – $10M
$10M – $25M
$25M+
Basis of Accounting and how often do you need your books updated?
*
Weekly Cash
Weekly Accrual
Monthly Cash
Monthly Accrual
Bookkeeping Price
Adjusted Bookkeeping Price
How many connected accounts (banks, credit cards etc) do you have/use?
*
<5
5 – 9
10 – 14
15+
Full Service Payroll
Number of employees
*
1 – 10
11 – 20
21 – 40
40+
Submit
If you are human, leave this field blank.
Δ
