Simple Tax Return $250+
-E-file Federal and State Tax Returns with no additional forms for the current tax year.

Moderate Tax Return $350+
-E-file Federal and State Tax Returns for the current tax year, plus up to 2 additional forms. Includes business taxes.

Complex Tax Return $500+
-E-file Federal and Multi-State Tax Returns for the current year, plus fees per additional form. Includes business taxes.

Prior Year Tax Return Flat Rate + $150 per year

Initial Bookkeeping Start-up $450 (firth month)
-Includes setting up preferred accounting software, digitizing records, and generating financial statements.

Monthly Bookkeeping $250+ per month
-Includes monthly reconciliation of bank/credit card statements, generating financial statements, and general bookkeeping tasks. Per month fee is based on volume of transactions. Additional $25 per month will be charged for every 50 transactions over 100.

Accounting Services $450+ per month
-Includes all bookkeeping services, bill payments, and tax preparation services. Per month fee is based on volume of transactions. Additional $25 per month will be charged for every 50 transactions over 100. Tax Planning services available upon request.

Budget Consultation $60
-1-hour consultation to review finances and discuss best practices and budget goals. Requested paperwork and financial information will need to be provided prior to consultation. Limited availability during tax season.

Digital Budget Downloads $15+
-We have a variety of budgeting tools available based on your families’ specific goals. Downloads are customized, available for instant download, prefilled with step-by-step instructions and how to organize your finances.