Please read the below before proceeding:
We are currently taking on new clients. Most public accounting firms are NOT taking on new clients. In fact, many firms are letting existing clients go due to the shortage of qualified staff.
All new clients are serviced remotely - via email, web conference, and phone.
We provide bookkeeping, payroll, sales tax, tax, consulting, and similar services. If we onboard you as a client, we will give you a quote based on the services we determine you need.
Please fill out the below form completely, and we will let you know if we can take you on as a client!
Pricing cannot be determined until we receive this form, your past two (2) filed tax returns and accounting records, and if necessary, walk through your entire situation with one of our CPAs. That pricing is subject to change if we discover something else that was not overviewed during said discussion.
Service Fees
Our minimum service fees are as follows:
- Client Accounting Services (CAS) - minimum of $300/month, variances depend on the scope of work and other detailed needs in your accounting records
- Income Tax Returns
- Individual (Form 1040) - $800 (assuming you have at least a business, rental property, or other complexities)
- Business Entities (Form 1065, 1120, 1120-S) - $1,500
- Not-for-profit Entities (Form 990) - $800
- Fiduciary (Form 1041) - $800
- Other Agreed-upon Services - depends on the scope of work and specific needs. Mostly adheres to the value provided via rendering the service.