Services & Pricing
Individual Compliance
Starting at $149
- Individual tax return
- Year round support
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Business Compliance
From $299
- Business Tax Return
- Year-Round, Email, Phone & Zoom Support
Business Essentials
From $499/month
- Individual tax return
- Business tax return
- Monthly Bookkeeping - Quarterly Financial Report
- Quarterly Meeting Check-in
- Quarterly Estimated tax payment Management
- Payroll Services
- Form 1099
- Tax Planning and Advisory
- Letter & Notices Support
- Year-Round, Email, Phone & Zoom Support
Entity Formation
From $149
- State article of Incorporation/Organization
- IRS EIN Application
- Initial report filling with Secretary of State
- Form 2553 S-Corp election & filing
(If applicable)
- IRS tax-exempt application
(If applicable)
Individual Advisory
From $49/month
- Individual tax return
- Annual tax planning
- Letters & Notices Support
- Year-Round, Email, Phone & Zoom Support
Business Advisory
From $119/month
- Individual tax return
- Business tax return
- Tax planning and advisory
- Letter & Notices Support
- Year-Round, Email, Phone & Zoom Support
IRS Representation
From $149
- IRS & State agency audit/examination representation
- Letters & Notices support
- Installment Agreement & offer in compromise
