Pricing

I deliver the best value possible with agreed-upon flat fees based on your individual needs.

Annual Flat Fee Package

Looking for your go-to CPA who you can rely on for whatever you need, whenever you need it?  The annual flat fee package is the perfect option to receive continuous support and not have to wonder about your budget. (This is the package that allows you to legitimately say “my cpa” when you are talking to your friends at cocktail parties.)

Individual Flat Fee Annual Package*

  • Unlimited texts, phone calls, emails ( For those “Can I do this?” and “What do I do about this?” moments)
  • Income tax preparation & e-filing (federal & state), including most sole proprietor schedule C filers – $500+ value
  • IRS audit support
  • Up to 4 web conferences per year
  • 1 flex-hour per month (to be used toward pretty much anything else you need if it is not already included), and
  • 15% discount on any additional time or services

All for just $1,999 per year!

Business Flat Fee Annual Package*

  • Includes individual annual retainer package PLUS
  • Corporate & partnership income tax preparation (federal & state) – $1,000+ value
  • Business return IRS audit support
  • Sales tax consulting
  • 20% discount on any additional time or services

All for just $3,499 per year!

*Additional terms and conditions may apply

The below prices are estimates* to give you an idea of what to expect. Discounts are available when multiple services are utilized. Click below to expand.
Bookkeeping & Business Review

Monthly/Quarterly Bookkeeping Services
Small Businesses starting at $150 per month

Quarterly Quickbooks Review and Reconciliation
Small businesses average per quarter $400 – $1,000

Annual Quickbooks Review and Reconcilliation
Small businesses average per quarter $600 – $1,500

Financial Statements

Quarterly Financial Statement Preparation
Small businesses average per quarter $400 – $1,000

Annual Financial Statement Preparation
Small business average $600 – $1,500

Money Coaching

This is how I help you get your financial life under control. It consists of 3 phases.

1. Defining your goals & evaluating your financial situation
2. Establishing a budget & making a plan
3. Implementing & monitoring the plan

There are 3 pricing levels depending on how in-depth we get and to what extent you want me to hold you accountable. Click below to learn more.

 

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New Business Set Up

Tax Identification Number      $100

S-Corporation Election      $200

New Quickbooks Set-Up      $400

Articles of Organization or Incorporation      $250
Does not include State Fee (varies by state)

Tax Preparation - Individual

Personal Federal Income Tax Preparation $100 – $400
1040 return and related statements, including cost of e-filing or mailing

Personal Federal AMENDED Income Tax Preparation $100 – $400
Amended 1040 return and related statements, including cost of mailing

Personal State Income Tax Preparation $100 – $300
Return and all related forms, including cost of e-filing or mailing

Personal Income Tax Review of Prior Years $100 – $300
Review of prior year tax returns to ensure accuracy

Tax Preparation - Business

Business Federal Income Tax Preparation $550 – $1400
1120, 1120s, 1065 and all related forms, including cost of e-filing or mailing

Business State Income Tax Preparation $400 – $900
Return and all related forms, including cost of e-filing or mailing

Sales Tax Return Preparation $100 – $150 per filing
Per state, per filing

Virtual CFO Services

The cost of hiring a full-time CFO can range from $120,000 to over $200,000 per year plus bonuses and benefits. My Virtual CFO services provide you with expert support at a fraction of that cost. Pricing depends on the specific business needs. Click below to learn more.

 

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*If you are a new business owner and feeling intimidated with the costs, contact me. I work with new business owners to keep prices manageable.

No one is too small of a fry for my firm.

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