Pricing
PRICING
Clear Pricing. No Surprises.
For businesses that require accurate, up-to-date financials throughout the year.
Per Month
Service Includes:
Monthly bank and credit card reconciliations
Expense and income categorization
Accrual or cash-basis bookkeeping (as applicable)
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Ongoing review and adjustments to ensure accuracy
Direct coordination with your tax preparer
Year-end cleanup and final review
For businesses with moderate transaction volume seeking structured quarterly review.
Per Quarter
Service Includes:
Quarterly reconciliation of bank and credit card accounts
Expense and income categorization
Quarterly financial statements
Adjustments as needed to maintain accurate records
Coordination with your tax preparer
Year-end reconciliation support
For small or early-stage businesses needing organized, tax-ready books at year-end.
Per Year
Service Includes:
Annual reconciliation of accounts
Expense and income categorization for tax filing
Year-end financial statements
Tax-ready books prepared for filing
Cleanup of uncategorized transactions
Final pricing depends on transaction volume and complexity. Catch-up or cleanup work is quoted separately. Clients receiving ongoing bookkeeping may receive preferred pricing on compliance services.
Setup a QB/Wave account for new businesses that need a properly structured accounting system from day one.
Service Includes:
- Full QB/Wave account setup and configuration
- Customized Chart of Accounts tailored to your business
- Business bank and credit card account integration
- Sales tax setup (if applicable)
- Invoice template setup with branding
- Expense category structure and mapping
- Opening balance setup (if transitioning from prior system)
- Basic walkthrough and training session
Stay compliant with state sales tax laws through accurate tracking and timely filings.
Per Entity, Per State
Service Includes:
- Single state filing
Sales tax registration (if needed)
Ongoing sales tax tracking
Monthly or quarterly sales tax filings
Multi-state compliance guidance
Nexus review support
A detailed financial analysis to identify inefficiencies, improve margins, and strengthen business performance.
Service Includes:
- Expense category breakdown analysis
- Cash flow review
- Margin review (if applicable)
- Identification of unnecessary spending
- Subscription and vendor cost review
- Personalized improvement recommendations
- Summary report and consultation session
Accurate federal and state income tax preparation for individuals seeking reliable and compliant filings.
Service Includes:
Federal + 1 state
W-2 income
Standard deduction
Interest and dividend income (non-complex portfolios)
No major credits
No itemizing
Additional Schedules & Complex Filings (Quoted Separately):
Schedule C (self-employed)
Rental properties
Multi-state filings
K-1 income
Complex investment activity
- Digital assets reporting
Accurate and compliant federal and state tax preparation for LLCs, corporations, and partnerships.
Service Includes:
Form 1065, 1120, or 1120-S preparation
State income/franchise tax filings
K-1 preparation
Depreciation schedules
Fixed asset reporting
Coordination with bookkeeping records
Complex & Multi-Jurisdiction Filings (Quoted Separately):
1099-NEC and 1099-MISC preparation & e-filing
Multi-state
- International reporting (Forms 5471, 8865, 5472, FBAR)
Consolidated groups
Complex depreciation
Multi-entity ownership
Specialized compliance and reporting for trusts, estates, and nonprofit organizations requiring technical tax expertise.
Service Includes:
Form 1041 (Trust & Estate income tax returns)
Form 990 (Nonprofit organization returns)
Beneficiary K-1 preparation (if applicable)
State fiduciary or nonprofit filings
Trust income allocation review
Coordination with legal and financial advisors
Additional Services (Quoted Separately):
Multi-state fiduciary filings
Complex trust distributions
Grantor trust reporting
Private foundation filings
IRS or state correspondence support
Engagements are quoted after initial consultation due to complexity.
Final pricing reflects complexity, filing requirements, and documentation provided. Additional forms and multi-state filings are quoted separately.
Strategic tax planning engagement focused on minimizing liability and optimizing owner compensation throughout the year.
Service Includes:
Income and tax projection
Estimated tax calculations
Entity structure review (if applicable)
Compensation optimization analysis
Year-end tax reduction strategies
Advising and implementing state PTET elections to optimize SALT deductions and reduce overall tax liability.
Per Entity, Per State Election
Service Includes:
- Single state election
- Eligibility and impact analysis
- Comparison of owner-level vs entity-level tax impact
- State election filing (NJ BAIT, CT PET, NY PTET, etc.)
- Estimated payment calculation guidance
- Implementation coordination and owner-level impact summary
Helping entrepreneurs choose the right structure and properly form their business for tax efficiency and compliance.
Service Includes:
- Entity structure consultation
- Comparison of LLC vs S-Corp tax impact
- State formation filing guidance
- EIN application assistance
- S-Corporation election (Form 2553) preparation
- Basic reasonable compensation guidance
- Coordination with bookkeeping setup (if applicable)
Preparation and filing of state annual reports and ongoing entity compliance filings to maintain good standing.
Per Entity, Per State
Service Includes:
- Annual report preparation and filing
- State compliance monitoring
- Filing reminders and confirmation
Preparation and electronic filing of required beneficial ownership reports in compliance with FinCEN regulations.
Service Includes:
- Initial BOI filing
- Ownership review
- Update filings (if applicable)
Preparation and electronic filing of required 1099 forms to meet federal and state reporting obligations.
Base fee + $25 per additional form
Service Includes:
- 1099-NEC
- 1099-MISC
- State filings (if required)
- Recipient copies and IRS electronic submissiom
Comprehensive review, correction, and re-filing of previously submitted federal or state tax returns to address errors or reporting changes.
Service Includes:
Review of original filed return
Preparation and filing of amended federal or state returns
Updated tax calculation
Filing guidance and submission instructions
Explanation of changes and impact
Complex amendments involving business income, multiple states, or prior-year bookkeeping adjustments are quoted separately.
Professional response and resolution support for IRS and state tax notices.
Service Includes:
Review of IRS or state notice
Explanation of issue and required action
Drafting of formal responses and supporting documentation
Penalty abatement requests (if applicable)
Installment agreement assistance
Audit representation or complex dispute matters are quoted separately.
For businesses that require accurate, up-to-date financials throughout the year.
Per Month
Service Includes:
Monthly bank and credit card reconciliations
Expense and income categorization
Accrual or cash-basis bookkeeping (as applicable)
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Ongoing review and adjustments to ensure accuracy
Direct coordination with your tax preparer
Year-end cleanup and final review
For businesses with moderate transaction volume seeking structured quarterly review.
Per Quarter
Service Includes:
Quarterly reconciliation of bank and credit card accounts
Expense and income categorization
Quarterly financial statements
Adjustments as needed to maintain accurate records
Coordination with your tax preparer
Year-end reconciliation support
For small or early-stage businesses needing organized, tax-ready books at year-end.
Per Year
Service Includes:
Annual reconciliation of accounts
Expense and income categorization for tax filing
Year-end financial statements
Tax-ready books prepared for filing
Cleanup of uncategorized transactions
Final pricing depends on transaction volume and complexity. Catch-up or cleanup work is quoted separately. Clients receiving ongoing bookkeeping may receive preferred pricing on compliance services.
Setup a Wave account for new businesses that need a properly structured accounting system from day one.
Service Includes:
- Full Wave account setup and configuration
- Customized Chart of Accounts tailored to your business
- Business bank and credit card account integration
- Sales tax setup (if applicable)
- Invoice template setup with branding
- Expense category structure and mapping
- Opening balance setup (if transitioning from prior system)
- Basic walkthrough and training session
Stay compliant with state sales tax laws through accurate tracking and timely filings.
Per Entity, Per State
Service Includes:
- Single state filing
Sales tax registration (if needed)
Ongoing sales tax tracking
Monthly or quarterly sales tax filings
Multi-state compliance guidance
Nexus review support
A detailed financial analysis to identify inefficiencies, improve margins, and strengthen business performance.
Service Includes:
- Expense category breakdown analysis
- Cash flow review
- Margin review (if applicable)
- Identification of unnecessary spending
- Subscription and vendor cost review
- Personalized improvement recommendations
- Summary report and consultation session
Accurate federal and state income tax preparation for individuals seeking reliable and compliant filings.
Service Includes:
Federal + 1 state
W-2 income
Standard deduction
Interest and dividend income (non-complex portfolios)
No major credits
No itemizing
Additional Schedules & Complex Filings (Quoted Separately):
Schedule C (self-employed)
Rental properties
Multi-state filings
K-1 income
Complex investment activity
- Digital assets reporting
Accurate and compliant federal and state tax preparation for LLCs, corporations, and partnerships.
Service Includes:
Form 1065, 1120, or 1120-S preparation
State income/franchise tax filings
K-1 preparation
Depreciation schedules
Fixed asset reporting
Coordination with bookkeeping records
Complex & Multi-Jurisdiction Filings (Quoted Separately):
1099-NEC and 1099-MISC preparation & e-filing
Multi-state
- International reporting (Forms 5471, 8865, 5472, FBAR)
Consolidated groups
Complex depreciation
Multi-entity ownership
Specialized compliance and reporting for trusts, estates, and nonprofit organizations requiring technical tax expertise.
Service Includes:
Form 1041 (Trust & Estate income tax returns)
Form 990 (Nonprofit organization returns)
Beneficiary K-1 preparation (if applicable)
State fiduciary or nonprofit filings
Trust income allocation review
Coordination with legal and financial advisors
Additional Services (Quoted Separately):
Multi-state fiduciary filings
Complex trust distributions
Grantor trust reporting
Private foundation filings
IRS or state correspondence support
Engagements are quoted after initial consultation due to complexity.
Final pricing reflects complexity, filing requirements, and documentation provided. Additional forms and multi-state filings are quoted separately.
Strategic tax planning engagement focused on minimizing liability and optimizing owner compensation throughout the year.
Service Includes:
Income and tax projection
Estimated tax calculations
Entity structure review (if applicable)
Compensation optimization analysis
Year-end tax reduction strategies
Advising and implementing state PTET elections to optimize SALT deductions and reduce overall tax liability.
Per Entity, Per State Election
Service Includes:
- Single state election
- Eligibility and impact analysis
- Comparison of owner-level vs entity-level tax impact
- State election filing (NJ BAIT, CT PET, NY PTET, etc.)
- Estimated payment calculation guidance
- Owner communication summary
- Coordination with bookkeeping for proper reporting
Helping entrepreneurs choose the right structure and properly form their business for tax efficiency and compliance.
Service Includes:
- Entity structure consultation
- Comparison of LLC vs S-Corp tax impact
- State formation filing guidance
- EIN application assistance
- S-Corporation election (Form 2553) preparation
- Basic reasonable compensation guidance
- Coordination with bookkeeping setup (if applicable)
Preparation and filing of required state annual reports and entity compliance docs to keep your business in good standing.
Per Entity, Per State
Service Includes:
- Annual report preparation and filing
- State compliance monitoring
- Filing reminders and confirmation
Preparation and electronic filing of required beneficial ownership reports in compliance with FinCEN regulations.
Service Includes:
- Initial BOI filing
- Ownership review
- Update filings (if applicable)
Preparation and electronic filing of required 1099 forms to meet federal and state reporting obligations.
Base fee + $25 per additional form
Service Includes:
- 1099-NEC
- 1099-MISC
- State filings (if required)
- Recipient copies and IRS electronic submissiom
Comprehensive review, correction, and re-filing of previously submitted federal or state tax returns to address errors or reporting changes.
Service Includes:
Review of original filed return
Preparation and filing of amended federal or state returns
Updated tax calculation
Filing guidance and submission instructions
Explanation of changes and impact
Complex amendments involving business income, multiple states, or prior-year bookkeeping adjustments are quoted separately.
Professional response and resolution support for IRS and state tax notices.
Service Includes:
Review of IRS or state notice
Explanation of issue and required action
Drafting of formal responses and supporting documentation
Penalty abatement requests (if applicable)
Installment agreement assistance
Audit representation or complex dispute matters are quoted separately.