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. Our plans are 2 to 4 % as we believe in getting paid for performance which is why it’s fees are calculated as a percentage of your gross annual revenue. Minimum monthly fee at $1500.

2% ‘Basic Plan’

3% ‘Established Plan’

4% ‘Corporate 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: $375 hourly
  • Consultation: $399 (90-minute meeting)
  • Audit Response Letter: $228 hourly
  • Under 20K $4500 to $7500 flat fee
  • Under 100k $7500 to 19500 flat fee
  • Under 500k 19500 to 35500 flat fee
  • 500k to 1 million 35500 to 95500 flat fee
  • 1 million to 5 million 95500 to 200500 flat fee
  • $5 million and above 200500 + flat fee

Client Service Fees:

  • Offers in Compromise – $355 hourly
  • Estate/Financial Planning – $203 hourly
  • Audit of Financial Statements – $197 hourly
  • Financial Services – $166 hourly
  • Tax Services – $187 hourly
  • Management Advisory Services – $286 hourly
  • Elder Care Financial Services – $171 hourly
  • Financial Statement Presentation – $225 hourly
  • QuickBooks or Bookkeeping Advisory Services – $150 hourly
  • Individual Financial Services - $181 hourly
  • Write-up Work – $150 hourly
  • Payroll Services – $175 hourly

Tax Form Fees:

  • $473 for a Form 1040 with a Schedule A and state return
  • $376 for a Form 1040 (non-itemized) and a state return
  • $284 for a Form 1040 Schedule C (business)
  • $224 for Schedule D (gains and losses)
  • $235 for Schedule E (rental)
  • $280 for Schedule F (farm)
  • $756 for a Form 1065 (partnership)
  • $926 for a Form 1120 (corporation)
  • $909 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: $205 hourly
  • Business Valuation: $185 hourly
  • Strategic Business Planning: $235 hourly
  • New Business Formation: $195 hourly
  • Profit/ Loss Consulting: $245 hourly
  • International Tax Services: $285 hourly


November 2019
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