Fee Schedule
“Price is what you pay, value is what you get.” - W. Buffett
In our case, the relative value of what we provide based on price compared to other accountants and firms is clear. We work to generate value for you personally and professionally. We do not see your request for a tax filing as a one-time transaction but as an opportunity to know you and make a difference in what you do by using our talents to serve you.
Pricing is subject to change. We adjust fees to meet individual client needs when multiple services are utilized. We work with all clients to determine how we can work together at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support. Terms of payment include:
50% of fee is due prior to work beginning
Balance is due when draft is provided. Final copy and e-filing are provided once balance is paid in full.
15% Military Discount
hourly services
Enrolled Agent Services(EA) Consultation Hourly rate $400 - EA Principal
Upto 1 hour of time with EA
IRS Resolution & Audit Support $250/hr
Federal or State Correspondence $250/hr
This fee does not apply to current clients for tax years we were engaged for and for clients paying for Audit Support
business setup
Complete Formation (Includes entity consultation documentation, EIN/Tax ID, S-Election, CA SOI and $100 State Fee) $950
Articles of Organization or Incorporation $200
Doesnt' include State Fee (varies by state)
Tax Identification Number $75
S-Corporation Election $75
New Quickbooks Set-Up $300
Preparation and Electronic Filing of Form 1023-EZ Federal application for tax exempt status $400
Does Not Included Federal Fee (About $400)
Preparation of form 1023 Federal Application for Tax Exempt Status
Small Tax-Exempt entities average $600 – $1,500 – Does Not Include Federal Fee (About $400 to $850)
Compliance - LA City - $125, CA Statement of Info - $125
Bookkeeping Service
Monthly/Quarterly Bookkeeping Services
Hourly Rate $95
Quarterly Quickbooks Review and Reconciliation
Small businesses average per quarter $175-$500
Annual QB Software & Payroll Wholesale Fee $300-$600
Business Consulting $400/hour
Annual Quickbooks Review and Reconciliation
Small businesses average per quarter $275 – $1000
Quarterly Financial Statement Preparation
Small businesses average per quarter $275 – $750
Annual Financial Statement Preparation
Small business average $600 – $750
Return Preparation & Filing
Personal Federal and State Income Tax Preparation $750* + Call for quote
1040 return and related statements, including the cost of e-filing or mailing (does not include audit support. Price subject to change on specialty returns and discounted returns)
*RUSH FEE OF $300 MAY APPLY TO REQUESTS MADE 10 BUSINESS DAYS BEFORE REGULAR OR EXT. DEADLINES.
Personal Federal and State AMENDED Income Tax Preparation $250 – $500
Amended 1040 return and related statements, including cost of mailing (does not include audit support)
Business Federal and State Income Tax Preparation $1,500+ Call for quote
1120, the 1120s, 1065 and all related forms, including the cost of e-filing or mailing (does not include audit support)
Tax Exempt Federal State Return Preparation $600 – $1200
Form 990’s and all related forms, including cost of e-filing or mailing (does not include audit support)
Sales Tax Return Preparation $100 – $150 per filing
Per state, per filing (does not include audit support)
Payroll Federal & State Annual Return Preparation $250
W2/W3 Filings for Up to 5 Employees ($10 Each employee over 5) (does not include audit support)
Payroll Quarterly Return Preparation $125 per filing
Quarterly 941 and Applicable State Filings – Fee is per filing for up to 5 employees ($10 each employee over 5) (does not include audit support)
Annual Federal 1099 Filing Preparation $75
Filings for Up to 3 Contractors – ($12 each additional contractor) (does not include audit support) We will email 1099s to recipients otherwise print and mail.
Fixed Fee Pricing
We also provide fixed fee accounting plans for your organizations. Contact us for an estimate:
Our fixed fee pricing for bookkeeping is an estimated level of effort. The final fee amount is contingent on doing a review.
Our bookkeeping consists of accounting and team analysis, it is not limited to generating reports. We deliver data with insight.
We set our rates to provide maximum value to you