Services


Good tax services don't happen once a year. We work with you on a monthly subscription basis to make sure you know you always have someone to go to if you have a tax question. Our services are tailored to how often you need to file or have us review your books. Below are our prices for Single Member LLC's and Sole Proprietors. If you're a Partnership, S-Corp, or C-Corp, get in touch.

 

Sole Prop & Single Member LLCs (Not S-Corps)

Photo by  Roman Bozhko  on  Unsplash

Monthly $300/month

  • Federal Income Tax Return form 1040

  • 1 State Income Tax Return

  • Email and one-off phone support

  • Quarterly Income Tax Estimates

  • Monthly Tax Planning Call

Photo by  Eric Rothermel  on  Unsplash

Quarterly $200/month

  • Federal Income Tax Return form 1040

  • 1 State Income Tax Return

  • Email and one-off phone support

  • Quarterly Income Tax Estimates

  • Quarterly Tax Planning Call

Photo by  STIL  on  Unsplash

Photo by STIL on Unsplash

Annual $100/month

  • Federal Income Tax Return form 1040

  • 1 State Income Tax Return

  • Email and one-off phone support

 
 

S-Corporations

 

Entity Return

$150/month

  • Federal Income Tax Return Form 1120S

  • 1 State Income Tax Return

  • Email and one-off support

    *NYC returns $250/month

Shareholder Individual Return

$50/month

  • Federal Income Tax Return form 1040

  • 1 State Income Tax Return

  • Email and one-off phone support

  • No other business returns

Quarterlies

$100/month

  • Tax planning for salary and distributions to maximize S-corp benefits

  • Retirement contribution planning

  • Quarterly Income Tax Estimates

  • Quarterly Tax Planning Call

 

Other Add-Ons

Inquire for Details

  • Entity Analysis

  • Additional State Tax Returns

  • Rental Propert Reporting

  • S-Corporation Elections

  • Payroll Setup

  • Year End Planning Meeting

 

All fees are paid in advance and plans require a catch-up payment equal to the annual plan ($100/month) times the number of months past. For example, a plan starting in September would include $800 plus your first monthly payment.