Pricing Table

Consultation

MOST POPULAR
$75/Hour
  • New Client Consultation.
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Membership

MOST POPULAR
$49.99/Month
  • "Join Our Membership – Stay In the Know! Get exclusive access to our forum board, live chats, networking group, and valuable webinar training. Stay updated on new opportunities, changing laws, services, and access essential business templates. Empower your business with expert-led training and the latest insights, all in one place!"
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"On-Demand Expert Assistance"

MOST POPULAR
$75.00/Hour
  • "Need targeted help with a specific field, application, or service? Our A La Carte services are priced by the hour, offering you the flexibility to get expert assistance exactly where you need it. Whether it’s a particular task, service, or application, we provide focused, professional support tailored to your needs. Pay only for what you need, when you need it!" (Tax services not included)
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"Business Launch & Growth Accelerator Package"

MOST POPULAR
$599.99
  • Business Rebranding includes:
  • Business Plan Development
  • Strategic Planning
  • Market Determination
  • Pricing Analysis
  • Cost Analysis (Profitability)
  • Buy/Sell Valuation
  • Package includes up to 9 hours of tailored business consulting. Additional hours can be added as needed at $75 per hour.
  • This package offers a comprehensive approach to getting your business on track for growth, combining essential planning and analysis to set you up for long-term success.
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Financial Success Foundation Package

MOST POPULAR
$999.99
  • The Financial Success Foundation Package - $799.99 includes:
  • Cash-Flow Analysis
  • In-depth review of cash inflows and outflows to ensure financial stability.
  • Strategic Financial Planning
  • Develop a strategic plan to improve profitability and achieve long-term business goals.
  • Creative & Responsible Budget Creation
  • Design a budget that balances fiscal responsibility with growth opportunities.
  • Financial Analysis for Strategic Opportunities
  • Uncover hidden opportunities for cost savings, revenue generation, and financial optimization.
  • Process Analysis for Efficiency & Revenue Growth
  • Streamline business processes to improve operations and increase revenue.
  • Business Structure for Funding
  • Optimize your business structure to attract investors or secure funding.
  • This package delivers tailored financial solutions to help your business thrive and grow sustainably.
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**Tax Prep Assurance Package**

MOST POPULAR
$149.99
  • To initiate your tax preparation, a $149.99 review fee is required. Should you choose to move forward with our services and file your taxes, this fee will be credited toward your total preparation cost. This approach ensures that you receive the highest level of service, with a clear and efficient process from start to finish. It also allows us to dedicate the necessary time and expertise to your unique tax situation, ensuring you receive optimal results while respecting both your time and investment. Let us show you how our professional guidance can make a difference in your tax preparation experience.
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Individual Tax Preparation Services W2- No Business

MOST POPULAR
$200
  • Starting Rate: $200
  • Our starting rate for preparing and filing individual tax returns is $200. This base fee includes:
  • A thorough review of your income, deductions, and credits.
  • Preparation of your federal tax return (Form 1040).
  • Filing of your federal tax return (state filing available for an additional fee).
  • Basic guidance on tax-saving strategies.
  • Factors That May Affect the Final Cost
  • The final price for your tax preparation may vary depending on the complexity of your tax situation. Factors that could influence the cost include:
  • Additional Forms or Schedules:
  • Forms such as Schedule A (Itemized Deductions), Schedule B (Interest and Dividends), Schedule D (Capital Gains), or Schedule E (Rental Income) may increase the cost.
  • Multiple Income Sources:
  • W-2s, 1099s, rental income, investment income, or other sources of income beyond a single W-2.
  • Dependents and Credits:
  • Claiming dependents, child tax credits, education credits, or other tax credits.
  • State Tax Filing:
  • Preparation and filing of state tax returns (if applicable) will incur an additional fee.
  • Special Situations:
  • Retirement account distributions, stock sales, or other unique tax events.
  • Prior-Year Tax Returns:
  • If you need to file or amend prior-year tax returns, this will be priced separately.

Business Tax Preparation Services- Starting Rates

$650
  • Our starting rate for preparing and filing business taxes (Schedule C) is $650. This base fee includes:
  • A comprehensive review of your business income and expenses.
  • Preparation of Schedule C (Profit or Loss from Business) for your federal tax return.
  • Calculation of allowable deductions to maximize your tax savings.
  • Filing of your federal tax return (state filing available for an additional fee).
  • Factors That May Affect the Final Cost
  • The final price for your business tax preparation may vary depending on the complexity of your tax situation. Factors that could influence the cost include:
  • Number of Income Sources:
  • Additional 1099 forms or income streams beyond the base rate.
  • Volume of Expenses:
  • Extensive business expenses, such as travel, home office, or vehicle deductions, may require additional time to review and categorize.
  • Reimbursements and Stipends:
  • If you receive travel stipends or reimbursements, additional analysis may be needed to determine taxable vs. non-taxable amounts.
  • State Tax Filing:
  • Preparation and filing of state tax returns (if applicable) will incur an additional fee.
  • Quarterly Estimated Tax Calculations:
  • If you need assistance calculating and filing quarterly estimated tax payments, this service can be added for an additional fee.
  • Additional Schedules or Forms:
  • If your tax situation requires additional forms (e.g., Schedule SE for self-employment tax, Form 4562 for depreciation, or Form 8829 for home office deductions), these may increase the cost.

Taxes Prior years (Back Taxes) Starting prices

$550
  • Our starting rate for preparing and filing prior-year back tax returns is $450 per year. This base fee includes:
  • A comprehensive review of your income, deductions, and credits for the specified tax year.
  • Preparation of your federal tax return (Form 1040) for the prior year.
  • Filing of your federal tax return (state filing available for an additional fee).
  • Basic guidance on resolving any penalties or interest associated with late filing.
  • Factors That May Affect the Final Cost
  • The final price for your prior-year tax preparation may vary depending on the complexity of your tax situation. Factors that could influence the cost include:
  • Number of Years:
  • Each additional prior-year tax return will be priced separately (discounts may apply for multiple years).
  • Additional Forms or Schedules:
  • Forms such as Schedule A (Itemized Deductions), Schedule C (Business Income), Schedule D (Capital Gains), or Schedule E (Rental Income) may increase the cost.
  • Multiple Income Sources:
  • W-2s, 1099s, rental income, investment income, or other sources of income beyond a single W-2.
  • State Tax Filing:
  • Preparation and filing of state tax returns (if applicable) will incur an additional fee.
  • Special Situations:
  • Amended returns, unreported income, or complex tax events (e.g., stock sales, retirement account distributions).
  • IRS Notices or Penalties:
  • If you have received IRS notices or owe penalties, additional work may be required to resolve these issues.
  • Additional Services (Optional)
  • State Tax Filing: Preparation and filing of state tax returns starting at $50 per state.
  • IRS Penalty Abatement: Assistance with requesting penalty abatements or payment plans. Fee: $150 per request.

Amended Tax Return Services

$350
  • Starting Rate: $350 per Amendment
  • Our starting rate for preparing and filing amended tax returns (Form 1040-X) is $350 per amendment. This base fee includes:
  • A detailed review of your original tax return and the changes needed.
  • Preparation of Form 1040-X (Amended U.S. Individual Income Tax Return).
  • Filing of your amended federal tax return (state amendments available for an additional fee).
  • Guidance on how the amendment may impact your tax liability or refund.
  • Factors That May Affect the Final Cost
  • The final price for your amended tax return may vary depending on the complexity of the changes. Factors that could influence the cost include:
  • Number of Changes:
  • Multiple corrections or updates to income, deductions, or credits may increase the cost.
  • Additional Forms or Schedules:
  • If the amendment requires additional forms (e.g., Schedule C for business income, Schedule D for capital gains, or Schedule E for rental income), this may increase the fee.
  • State Amendments:
  • Preparation and filing of state amended returns (if applicable) will incur an additional fee.
  • Prior-Year Amendments:
  • Amending returns for prior tax years may require additional research and documentation, which could affect the cost.
  • IRS Notices or Audits:
  • If the amendment is related to an IRS notice or audit, additional work may be required to resolve the issue.
  • Additional Services (Optional)
  • State Amendments: Preparation and filing of state amended returns starting at $50 per state.
  • IRS Communication: Assistance with responding to IRS notices or inquiries related to the amendment. Fee: $100 per notice.
  • Tax Planning Consultation: Schedule a one-on-one consultation to discuss strategies for avoiding future errors or maximizing your tax savings. Fee: $150/session.
  • Audit Support: If the amendment triggers an audit, we provide audit representation and support services starting at $200/hour.
  • Why Choose Us?
  • Expertise in Amendments: We specialize in preparing accurate and timely amended returns to correct errors or update your tax information.
  • Maximize Your Refund: We ensure you receive any additional refunds you’re entitled to or minimize any additional tax liability.
  • Transparent Pricing: No hidden fees—we provide a clear breakdown of costs upfront.
  • Personalized Service: We take the time to understand your unique situation and provide tailored solutions.
  • How to Get Started
  • Contact us to schedule a free initial consultation.
  • Provide your original tax return and documentation for the changes needed (e.g., corrected W-2s, 1099s, or receipts).
  • Receive a customized quote based on your specific situation.
  • Let us handle the rest while you enjoy peace of mind!