Basic Individual Return
Starting at$275Per Engagement
Pricing Built Around the Work Required
Start with a clear baseline, then confirm the engagement scope after reviewing filing requirements, records, transaction volume, and complexity.
Self-Employed/Schedule C
Starting at$650Per Engagement
Partnership Return (1065)
Starting at$1,000Per Engagement
S Corporation Return (1120-S)
Starting at$1,250Per Engagement
Year-Round Business Accounting
Starting at$750Per Month
Bookkeeping-Only Service
CustomMonthly Pricing Based on Volume and Condition
Payroll, Planning and Notice Assistance
Custom Quote
Final pricing depends on filing requirements, number of forms and states, bookkeeping condition, transaction volume and overall complexity. Software subscriptions, cleanup work and services outside the agreed scope are billed separately.
Monthly Support for Established and Growing Businesses
Each package has a clear monthly cadence. The final scope depends on employee count, transaction volume, filing needs, record condition, and business complexity.
Established Business
Starting at$750Per Month
- Monthly bookkeeping
- Basic payroll administration
- Quarterly review
- Business tax preparation
- Routine correspondence support
Best suited for approximately $250K-$500K businesses with limited employees and manageable transaction volume.
Growing Business
Starting at$1,000-$1,250Per Month
- Monthly bookkeeping
- Payroll administration
- Quarterly filings
- Business tax return
- Owner tax planning
- Financial-review meetings
- IRS/NYS correspondence support
Best suited for approximately $500K-$1M businesses.
Full-Service Business
Starting at$1,500+Per Month
- Higher-volume bookkeeping
- Payroll and compliance
- Business and owner tax coordination
- Proactive planning and advisory
- Priority correspondence support
- More frequent financial reviews
Best suited for $1M+ businesses or companies with additional complexity.
Consultation Pricing
Business Consultations
Qualified businesses interested in year-round accounting services may receive a complimentary 15-minute discovery call after submitting the business questionnaire. Standalone tax, bookkeeping and advisory consultations start at $250. Consultation fees may be credited toward an eligible year-round engagement.
- Qualified Retainer Discovery Call 15-20 Minutes
- Complimentary
- Standalone Business/Tax Consultation 45 Minutes
- $250
- Extended Consultation 60 Minutes
- $350
- Formal Tax Planning Engagement
- Custom QuoteStarting Around $500
- Existing Monthly Retainer Client
- IncludedAccording to Package Scope
What Your Starting Price Means
The Cadence Is Explicit
Monthly services are labeled per month. Return preparation is priced per engagement. Bookkeeping, payroll, planning, and notice support receive a custom quote when they fall outside a monthly business engagement.
Scope Comes Before a Final Quote
A short discovery call helps identify the required forms, records, filings, support level, and any correspondence already in progress.
Choose the Right Starting Point.
Businesses begin with a short qualification form. Individual tax clients can schedule a free 15-minute discovery call.