About us

We help individuals and small business owners handle bookkeeping and taxes with ease. No stress, no confusion - just clear, reliable support to keep your finances on track and your mind at peace.

Fee Structure

 

Bookkeeping/Accounting Services *

Number of transactions

Unit

Cost

Under 100

Per month

$ 150

101 - 200

Per month

$ 200

201 - 300

Per month

$ 300

301 and more

Per month

Discussed individually

  * Services include:

  • Cash basis accounting
  • Profit & Loss report
  • Balance Sheet
  • Bank and Credit Card accounts reconciliation (limited to 3 accounts)
  • Shared outsouced bookkeeper 

Payroll Services (monthly, bi-weekly compensation basis)

Number of Employees

Unit

Cost

Up to 5

Per month

$ 100

6 - 10

Per month

$ 150

21 and more

Per month

Discussed individually

11 - 20

Per month

$ 250

  Quarterly Payroll Returns and other associated services:

  • State Unemployment Return (SUTA) $ 50.00/return

  • State Withholdings (State Income tax) $ 50.00/return

  • 941/940 (940 Annual) quarterly IRS returns $ 100.00/return

  • W-2/W-3 forms $ 25.00/form

  • Employer State Reqistretion $ 150.00/once

  • New Hire Report/$30.00/employee

  • Employer Reqistration Dissolution with State$ 150.00/once

  • EFTPS $ 25.00/once

 

1099 Preparation

Quantity

Unit

Cost

1 - 9

Per form

$ 30

10 - 20

Per form

$ 25

21 - 30

Per form

$ 22.00

31 - 40

Per form

$ 20

41 and more

Per form

Discussed individually

Business Tax Return

Form

Base fee

State Return (if required by Law)

1120

$ 500

+ $ 100

1120S

$ 500

+ $ 100

1065

$ 500

+ $ 100

7004 (Extension)

$ 125

Included

Business Personal Property (SC)

$ 75

$ 75

Personal Tax Return (1040) and State (Local) returns

Form

Base fee

State Return (if required by Law)

Basic 1040

$ 200

+ $ 100

W-2 income

$ 25

Included

Schedule B (Interest, Dividend, Foregn accounts)

$ 30

Included

Child Tax Credit (CTC)

$ 30

Included

Earned Income Tax Credit (EIC)

$ 30

Included

Child/Dependent Care Credit (Form 2441)

$ 30

Included

Education Tax Credit (AOTC/LLC)

$ 30

Included

PTC (Health Insurance Marketplace Form 8962)

$ 30

Included

Schedule C/Schedule E

$ 100

Included

K-1

$ 100

Included

Form 4562 (Depreciation/Amortization)

$ 50

Included

Schedule A (Itemized deductions)

$ 30.00

Included

Local Tax Return (District/City/School)

N/a

$ 50

FBAR (Form 114a - FinCEN) foregn account

$ 30

N/a

Miscelleneous Form (other)

Discussed individually

Discussed individually

Other Services

  • ITIN (W-9 - substitition of SSN if not eligible) $ 100

  • Estimated Taxes (PTE, Personal, State) $ 50

  • Existing books clean-up (review, adjustments) $ 45/hour

  • Financial Statements build-up (from bank statements, Client statements, "box of receipts") $ 25/hour

  • S-corp election form $ 150

  • QBO account initial set up $ 200

 

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2025