Planning
Strategizing
Accounting
SERVICES
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.
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.
15% MILITARY DISCOUNT
10% STUDENT DISCOUNT
Business Formation
501 (C)(3)
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&
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LLC Setup
Setup/Formation
1. Form 202: Certificate of Formation – Nonprofit Corporation
2. Bylaws
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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
Business
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