Personal Taxes
| Service | Price |
|---|---|
| 1040 EZ | 100 |
| 1040 SR | 100 |
| 1040 X | 150 |
| 1040 | 150 (base price) |
| Back Taxes | 100/year |
Add-On (Per Form)
| Service | Price |
|---|---|
| State Return | 100 |
| Sch A (itemized) | 100 |
| Sch B | 40 |
| Sch C | 200 |
| Sch D | 120 |
| Sch E | 150 |
| Sch F | 200 |
| Sch SE | 50 |
| Form 940 | 80 |
| Form 941 | 100 |
Business Taxes
| Service | Price |
|---|---|
| Form 1065 | 700 |
| Form 1120 | 1000 |
| Form 1120S | 900 |
| Form 1041 | 500 |
| Form 990 | 800 |
| Back Taxes | 200/year |
Add-On (Per Form)
| Service | Price |
|---|---|
| State Return | 200 |
| K-1 | 100 |
| Sch ES | 100 |
| Sch C | 200 |
| Sch C EZ | 100 |
| Sch D (Form 8949) | 120 |
| Sch E (Form 8582) | 150 |
| Sch SE | 100 |
*10% Rush fee added or mandatory extension, if taxes information not provided timely (3 weeks before the end of the tax season)
**Service Fee of $32.00 dollars per hour on complexity, resources and forms required. Service Fee will be discussed before it is implemented.
Bookkeeping
| Basic Package ($250/month) | Standard Package ($500/month) | Pro Package ($750/month) | Elite Package ($1000/month) | |
|---|---|---|---|---|
| Data entry into your QuickBooks Online account (Simple Start, Essentials, Plus, or Advanced) | ✓ | ✓ | ✓ | ✓ |
| Streamlining and consolidating of your QuickBooks Chart of Accounts as needed. | ✓ | ✓ | ✓ | ✓ |
| Moving and reclassifying transactions that are coded or recorded incorrectly in your QuickBooks file as needed. | ✓ | ✓ | ✓ | ✓ |
| Frequent updates and progress reports via email bi-weekly. | ✓ | ✓ | ✓ | ✓ |
| Access to your own special (and secure) client portal created just for you to facilitate exchange of important documents and items for financial record-keeping purposes. | ✓ | ✓ | ✓ | ✓ |
| Coordination with your CPA, Accountant, Tax Preparer, etc. as needed to ensure complete and accurate coding, treatment, and entry of your financial data and information into your financial record-keeping system. | ✓ | ✓ | ✓ | ✓ |
| Enter bills and revenue transactions weekly. | ✓ | ✓ | ✓ | |
| Receipt processing and categorization | ✓ | ✓ | ✓ | |
| Reconcile bank accounts monthly | ✓ | ✓ | ✓ | |
| Run monthly, quarterly and annual financial reports | ✓ | ✓ | ✓ | |
| Create sales invoices to assist with collection and distribution of payments (AR/AP) | ✓ | ✓ | ✓ | |
| Payroll preparation to streamline processing | ✓ | |||
| Sales tax processing | ✓ | |||
| Customized reports to track business performance | ✓ | ✓ | ||
| Bill payment | ✓ | ✓ | ||
| Detailed general ledgers | ✓ | ✓ | ||
| 1099 preparation and filing | ✓ | ✓ | ||
| Estimated Taxes (Sch C) | ✓ | ✓ | ||
| Inventory review | ✓ | |||
| Payroll processing monthly | ✓ | |||
| Employee time tracking for streamlined payroll | ✓ | |||
| GPS tracking for increased employee productivity | ✓ | |||
| Sales tax processing and payment to appropriate agency | ✓ | |||
| Quarterly and end of year tax reports and compliance review | ✓ | |||
| Inventory processing (FIFO) | ✓ | |||
| Mileage tracking for streamlined tax processing | ✓ |
Clean-up/Catch-up Services (One-time fee)
| Service | Price |
|---|---|
| 6 months to 1 year | 1500 |
| 1 year to 3 years | 2500 |
| 3 years or more | 3000 |
Set-up Service (One-time fee)
750
Notary
| Service | Price |
|---|---|
| Notarized Seal | 10.00 (per document) |
| Electronic Notary | 10.00 (per document) |
| RON (Remote Online Notary) Services | 25.00 (per document) |
*1.50/mile charge will be included for any mobile notary services.