Finance Consultancy






How It Works

We provide upfront pricing which means you will know and agree to our fee prior to us beginning any work or you making any commitment. We determine our fee based on your unique tax and accounting needs. This includes the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed. We require 50% of the fee prior to beginning any work and the balance when we provide you with the final product. For bookkeeping services, we have a set monthly fee and it is due at the beginning of each month.

Accounting Consultation

IRS Resolution &

Audit Support

Federal & State


Pricing subject to change, to meet individual clients unique needs and discounts when multiple services utilized. We work with all clients to determine how we can work together to meet their tax and accounting needs at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning of work. Tax preparation fees do not include audit support.



Business Formation

501 (C)(3)


LLC Setup


1.  Form 202: Certificate of Formation – Nonprofit Corporation


2. Bylaws 

3. IRS Form SS-4: Obtain an EIN


4. IRS Form 1023: 501 (c) Tax Exempt Application


5. IRS Determination Letter


6. State Tax Forms, If required

Business Plan

Financial Projections

5 yr. Plan

Sales forecast, expense budget, cash flow, balance sheet, and break even analysis

Tax Identification Number



S-Corporation Election



New QuickBooks Set-Up



Contact for Pricing


Bookkeeping Services

Monthly/Quarterly Bookkeeping Services

Personal and Small 



Quarterly QuickBooks Review and Reconciliation 

Small Business


Annual QuickBooks Review and Reconciliation

Small Business


Quarterly Financial Statement Preperation

Small Business


Annual Financial Statement Preparation

Small Business


Contact for Pricing


Tax Preparation Services

Personal Federal Income Tax Preparation


1040 Return & Related Statements, Including cost of E - filing or Mailing

Personal Federal AMENDED Income Tax Preparation


Amended 1040 Return & Related Statements, Including Cost of Mailing

Personal State Income Tax Preparation


Return & all Related Forms, Including Cost of E-Filing or Mailing

Business Federal Income Tax Preparation


1120, 1120s, 1065 & all Related forms, including Cost of E-Filing or Mailing

Business State Income Tax Preparation


Return & all Related Forms, Including Cost of E-Filing or Mailing

Sales Tax Return Preparation



Payroll Federal & State Annual Return Preparation


W2/W3 Filings for Up to 5 Employees ($15 Each Employee Over 5)

Payroll Quarterly Return Preparation


941 & Applicable State Filings – Fee is Per Filing Up to 5 Employees                      
($15 Each Employee Over 5)

Annual Federal 1099 Filing Preparation


Filings For Up to 5 Contractors – ($15 Each Additional Contractor)

Contact for Pricing