Services & Pricing

Transparent, fair pricing—clear expectations, no surprises.

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Tax Preparation

Pricing reflects accuracy, complexity, and personalized support. Final quotes confirmed after document review.

Individual Tax Return

  • Single — $350

  • Head of Household — $400

  • Married Filing Jointly — $450

  • Married Filing Separately — $450

  • Qualifying Widow(er) — $425

Includes:

  • W-2 income

  • Credits & dependents review

  • Standard or itemized deductions

  • Free e-file

  • Refund tracking

  • Digital document upload

Business Returns (Schedule C, Partnerships, Corps)

Schedule C — Sole Proprietor / 1099 Contractor

  • Simple: Starting at $500

  • Moderate: $600–$700

  • Complex: Starting at $750+

Partnership (Form 1065)

  • Starting at $850

S-Corporation (Form 1120-S)

  • Starting at $950

C-Corporation (Form 1120)

  • Starting at $1,000

Amended Tax Returns (1040X)

  • Simple Fix — Starting at $500

  • Moderate Amendment — $600–$650

  • Complex Amendment — Up to $750

Examples include:

  • Adding missing W-2 or 1099

  • Correcting dependents and credits

  • Fixing Schedule C errors

  • Multi-year corrections

  • IRS adjustment responses

Multi-Year / Prior-Year Filing

  • Starting at $$300–$500 per year

Tax Planning Session

  • $75-$150 per session (30–45 minutes)

Includes:

  • Refund or balance-due estimate

  • Withholding guidance

  • Deduction strategy

  • Small business tax planning

Bookkeeping & Monthly Support

Organized books and clear financials—designed for small business growth.

Monthly Bookkeeping Plans

  • Basic Package — $150/month
    Up to 50 transactions/month, bank reconciliation, monthly financial summary

  • Standard Package — $250/month
    Up to 150 transactions/month, bank + credit card reconciliation, monthly P&L & balance sheet

  • Premium Package — $400/month
    Up to 300 transactions/month, full financial statements, AP/AR tracking, quarterly review

  • Enterprise Package — Starting at $600/month
    300+ transactions, payroll tracking, custom reports

Quarterly & Annual Bookkeeping

  • Quarterly Bookkeeping — $350/quarter
    Quarterly review, clean-up, and reports

  • Annual Bookkeeping Review — $500–$800
    Year-end reconciliation and prep for taxes

Clean-Up / Catch-Up Services

  • Bookkeeping Clean-Up — $75–$100/hour

  • Prior Year Catch-Up — Starting at $500
    (Up to 12 months reconstruction)

Add-On Services

  • Payroll Processing — $100/month (up to 5 employees)

  • 1099 Preparation — $15 per form

  • QuickBooks Setup & Training — $200 flat

  • Monthly Financial Consultation — $50 per session

Referral Thank-You Program

Earn a $50 discount for every referral who completes a paid tax return.
Unlimited savings. Stackable during tax season.

FAQs

  • You’ll need your identification, income records (salary, bank interest, rental or business income), investment proofs, property documents (if any), and last year’s return. I’ll share a simple checklist so you know exactly what to upload.

  • Yes. You can meet with me online through Zoom or phone—no office visit required.

  • Simple returns are usually completed within a day once documents are received. More complex returns (business, multiple income sources) may take 1–3 days.

  • You can upload everything through a secure link I provide or send scanned PDFs by email.

  • Absolutely. I can review and correct previous tax returns, prepare amendments, and ensure everything is filed properly.

  • I handle business tax returns too. You’ll just need to share your business financials, bank statements, expense records, and relevant documents, and I’ll take care of the rest.

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