Service & Price List

Tax Preparation & Compliance

Individual Tax Return (Form 1040)

$450 - $850

Complete preparation of your personal income tax return including all schedules, forms, and state returns.

W-2 wages and investment income
Itemized or standard deductions
Capital gains and losses
Rental property income (Schedule E)
State return included

Partnership Return (Form 1065)

$1,200 - $2,500

Complete partnership tax return for multi-member LLCs and partnerships.

Up to 3 K-1s included (additional $150 each)
Balance sheet and income statement
State partnership return
Capital account reconciliation
Guaranteed payment calculations

S-Corporation Return (Form 1120-S)

$1,100 - $2,200

S-Corporation tax return with shareholder K-1s and basis tracking.

Up to 2 K-1s included (additional $150 each)
Balance sheet and income statement
State S-Corp return
Shareholder basis calculations
Reasonable compensation analysis

Nonprofit Return (Form 990)

$1,500 - $3,500

Form 990 preparation for tax-exempt organizations.

990, 990-EZ, or 990-N determination
Schedule A (public charity status)
Program service accomplishments
Governance and compliance review
State charitable registration if needed

Bookkeeping & Accounting

Monthly Bookkeeping

$400 - $800/month

Professional bookkeeping services with monthly close and financial reporting. Cancel anytime—no long-term contract required.

Transaction categorization and reconciliation
Bank and credit card reconciliations
Monthly P&L and Balance Sheet
Cash flow summary
QBO or Xero setup included

Bookkeeping Cleanup (Catch-Up)

$150/hour

Get your books caught up and accurate. We'll clean up messy records and get you current.

Historical transaction cleanup
Bank reconciliation (all periods)
Account classification corrections
Opening balance adjustments
Estimate provided after initial review

QuickBooks Setup & Training

$800 - $1,500

Complete QuickBooks Online setup customized for your business.

Chart of accounts design
Bank feed connections
Customer and vendor setup
2-hour training session
Custom reports configuration

Payroll Processing

$75/payroll run

Full-service payroll processing including tax filings and year-end forms.

Employee paycheck calculation
Tax withholding and deposits
Quarterly 941 filing
W-2 and W-3 preparation
State unemployment reporting

Tax Planning & Advisory

Tax Planning Session

$500/session

Strategic tax planning session to minimize your tax liability.

90-minute planning meeting
Current year tax projection
Estimated payment calculations
Year-end tax strategies
Written action plan

R&D Tax Credit Study

$2,500 - $5,000

Comprehensive R&D tax credit identification and documentation.

Qualifying activity assessment
Wage and supply cost analysis
Credit calculation and documentation
Form 6765 preparation
Audit defense support

Cost Segregation Study

$3,500 - $8,000

Accelerate depreciation on commercial real estate purchases.

Property component analysis
5, 7, 15-year asset reclassification
Bonus depreciation maximization
IRS-compliant engineering report
Tax return integration

Entity Structure Consulting

$1,200

Determine the optimal entity structure for your business.

Tax structure comparison (LLC, S-Corp, C-Corp)
Multi-state considerations
Liability protection analysis
Written recommendation report
Implementation roadmap

Business Formation & Compliance

Entity Formation (LLC, Corp)

$800 - $1,200

Complete business entity formation and registration.

Articles of organization/incorporation
State filing and registration
EIN application
Operating agreement or bylaws
Initial resolutions and minutes

S-Corporation Election (Form 2553)

$400

File S-Corp election with the IRS and state.

Form 2553 preparation and filing
Shareholder consent forms
State S-Corp election (if required)
Timing optimization
IRS acceptance confirmation

Annual Registered Agent Service

$150/year

Registered agent services and compliance reminders.

Registered agent representation
Service of process handling
Annual report reminders
Compliance deadline notifications

CPA & Strategic Advisory

Financial Model Development

$2,000 - $5,000

Custom financial models for fundraising, M&A, or growth planning.

3-5 year revenue projections
Expense forecasting by category
Cash flow modeling
Scenario analysis (best/base/worst)
Unit economics integration

KPI Dashboard Creation

$1,500 - $3,000

Custom dashboard showing your key business metrics.

Business-specific KPI selection
Automated data connections
Visual dashboard design
Monthly update automation
Training on interpretation

Cash Flow Forecasting

$800/quarter

13-week rolling cash flow forecast updated quarterly.

Weekly cash position projections
AR/AP timing analysis
Payroll and tax payment scheduling
Scenario planning
Cash management recommendations

Fractional CPA Consulting

$250/hour

On-demand CPA expertise for strategic projects.