Services & fees
Select what you need.
Monthly services
Monthly bookkeeping and reconciliation. Complexity determines the starting fee; cleanup is quoted separately.
Payroll processing and filings. One employee is included; each additional employee, including family, adds $10 per month.
1 included; +$10 each
Electronic payroll tax remittance only. Employee direct deposits are not included.
Electronic remittance of the estimated tax amounts you supply. Calculating estimates is a separate service.
Tax returns per filing
Preparation of your individual or household return. Each Schedule C business and rental adds $300; state filings and other schedules are scoped separately.
Each separate sole proprietorship or self-employed business requiring its own Schedule C adds $300 to your individual return.
Each rental property reported on your individual return adds $300, including short-term rentals.
Preparation of an S corporation income tax return. Bookkeeping, payroll, and individual returns are separate services.
Preparation of a partnership income tax return. Bookkeeping and partners’ individual returns are separate services.
Preparation of a C corporation income tax return. Bookkeeping and payroll are separate services.
Preparation of a trust income tax return. Other fiduciary work is scoped separately.
Tax planning
Skip planning for now; you can add it later.
A focused tax planning engagement. Questions and deliverables are agreed in your proposal.
Planning support for the year. Meeting cadence and deliverables are agreed in your proposal.
Service details
Bookkeeping fees depend on complexity; cleanup is quoted separately. Family employees count toward payroll. Tax payment services remit supplied amounts; estimate calculation and employee direct deposits are not included. Other schedules, state filings, and planning scope are confirmed in your proposal.