Pricing Menu

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Monthly Outsource Accounting Service Fees:

This includes full accounting, bookkeeping, business consulting, corporate tax services, and full service payroll. We offer three tier plans that are based on the client needs who are needing a full hands on accounting team daily (team includes: CFO, tax accountant, CPA, and certified bookkeeper) ; these plans are 8 to 10 % as we believe in getting paid for performance which is why it’s fees are calculated as a percentage of your gross annual revenue. Monthly bookeeping plans are a minimum monthly fee starting at $1500.

Silver Plan

Gold Plan

Platinum Plan

Communication: 5 business days

Communication: 72 business hours

Communication: 24 business hours

Virtual Meetings: 1x monthly

Virtual Meeting: 2x monthly

Virtual Meeting: Up to 6x monthly

In person director meetings: 1 yearly

In person director meeting: 2x yearly

In person director meeting: 4 yearly

Services included in monthly services:

  • Monthly financial Statements
  • Tax Planning
  • Business Tax Return
  • Cash Flow Management
  • 12-month forecasting
  • Bank Relationships
  • Virtual Meetings
  • In person director’s meetings
  • Bookkeeping
  • Account Receivables
  • Account Payables
  • Debt Reduction Plan
  • Chief Financial Operation Services

Basic Plan: This package will meet your most basic bookkeeping needs. This package is perfect for the business that is financially thriving and just needs monthly maintenance of their books.

Established Plan: This package is everything you get in the basic PLUS essential items for understanding the financial health of your business. We encourage you to consider this package if your business is not where you want it to be financially.

Corporate Plan: This is for the company that is done messing around and ready to make a profit. Your dedicated business service representative will be working with you in a very intimate way to ensure that your business is profitable month after month. If you follow our methods, we guarantee you can stock money away in your bank account.

 

 

Representation to Internal Revenue Service and State Revenue Agencies Fees:

  • Audit in Person: $795 hourly
  • Consultation: $699 (90-minute meeting)
  • Audit Response Letter: $595 hourly
  • Under 20K $2500 to $12500 flat fee
  • Under 100k $15500 to 49500 flat fee
  • Under 500k 49500 to 95500 flat fee
  • 500k to 1 million 95500 to 315500 flat fee
  • 1 million to 5 million 3155500 to 700500 flat fee
  • $5 million and above 700500 + flat fee

Client Service Fees:

  • Offers in Compromise – $755 hourly
  • Estate/Financial Planning – $695 hourly
  • Audit of Financial Statements – $675 hourly
  • Financial Services – $575 hourly
  • Tax Services – $675 hourly
  • Management Advisory Services – $575 hourly
  • Elder Care Financial Services – $475 hourly
  • Financial Statement Presentation – $650 hourly
  • QuickBooks or Bookkeeping Advisory Services – $325 hourly
  • Individual Financial Services - $295 hourly
  • Write-up Work – $550 hourly
  • Payroll Services – $425 hourly

Tax Form Fees:

  • $793 for a Form 1040 with a Schedule A and state return
  • $686 for a Form 1040 (non-itemized) and a state return
  • $894 for a Form 1040 Schedule C (business)
  • $484 for Schedule D (gains and losses)
  • $825 for Schedule E (rental)
  • $490 for Schedule F (farm)
  • $856 for a Form 1065 (partnership)
  • $1826 for a Form 1120 (corporation)
  • $1009 for a Form 1120S (s corporation)
  • $582 for a Form 1041 (fiduciary)
  • $833 for a Form 990 (tax exempt)
  • $89 for a Form 940 (federal unemployment)
  • $1,863 for a Form 706 (estates)
  • $513 for a Form 709 (gift tax)
  • $442 for a Form 8824 (like-kind exchanges)
  • $632 for a Form 5500 (pension/profit-sharing plans)
  • $382 for a Form 3115 (application for change in accounting method)
  • $79 for a Form 8962 (premium tax credit calculation)
  • $73 for a Form 8965 (health coverage exemptions)
  • $88 for a Form 1095‐A (health insurance marketplace statement)
  • $97 for a Shared Responsibility Payment Calculation

Business Services Fees:

  • Cash Flow Management: $495 hourly
  • Business Valuation: $675 hourly
  • Strategic Business Planning: $755 hourly
  • New Business Formation: $595 hourly
  • Profit/ Loss Consulting: $555 hourly
  • International Tax Services: $695 hourly


December 2022
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