Transparent Pricing for Quality Services
I believe in transparent, straightforward pricing for all my services. Below you will find a detailed fee schedule for each service area, designed to meet the needs of your business without any hidden costs.
Tax Services
My tax services are billed based on the complexity and number of forms required for your tax filing. Here’s a breakdown for common tax forms. Please note that this list is not all-encompassing, but simply a list of frequently filed forms. Not all forms listed will apply to your specific tax return, and additional forms may need to be filed, which will be charged at their own cost. A complete, and more comprehensive, fee schedule is available upon request.
Tax Services
Individual Tax Returns
Form 1040 (Individual Income Tax Return) $300
Schedule A (Itemized Deductions) $100
Schedule B (Interest and Ordinary Dividends) $50
Schedule C (Profit or Loss from Business) $200
Schedule D (Capital Gains and Losses) $100
Schedule E (Supplemental Income and Loss) $150
Schedule F (Profit or Loss from Farming) $200
Additional Forms and Schedules $75 ea.
Tax Services
Partnership Tax Returns
Form 1065 (Partnership Tax Return) $750
Schedule K-1 (Partner’s Share of Income) for Each Partner $50
Form 4562 (Depreciation and Amortization) $50
Form 4797 (Sales of Business Property) $100
Form 8825 (Rental Real Estate Income and Expenses) $100
Additional Statements and Disclosures $100 ea.
Tax Services
S Corporation Tax Returns
Form 1120S (Income Tax Return for an S Corporation) $800
Schedule K-1 (Shareholder’s Share of Income) for Each Shareholder $50
Form 4562 (Depreciation and Amortization) $50
Form 4797 (Sales of Business Property) $100
Form 8825 (Rental Real Estate Income and Expenses) $100
Form 1125-E (Compensation of Officers) $25
Additional Schedules and Statements $100 ea.
Accounting & Bookkeeping
Transactions for Your Business
Accounting and bookkeeping fees are adapted to your business’s transaction volume, insuring you only pay for what you need.
What constitutes a “transaction”? For most businesses (cash-basis), a transaction would be equal to one line item on your bank statement or credit card statement. Accrual-basis businesses will require more transactions. As an example for an accrual-basis business, one transaction would include recording a bill/payable and another transaction would include payment of that bill/payable.
Accounting & Bookkeeping
Transaction Count per Month
Up to 100 transactions per month $250/month
101 – 200 transactions per month $400/month
201 – 300 transactions per month $500/month
Over 300 transactions per month Custom quote
For businesses seeking a comprehensive annual write-up of their accounting and bookkeeping, I offer a specialized price for this need. Choose the annual option and receive a 50% discount compared to the equivalent month-to-month service fees over a year. This annual service is ideal for businesses looking for a yearly financial overview and reconciliation, providing a cost-effective and efficient solution for your end-of-year financial needs. Contact me to explore how this annual service can benefit your business’s financial strategy.
Payroll
Payroll Services
Understanding your payroll costs shouldn’t be complicated. That’s why I’ve developed a straightforward and transparent pricing structure for my payroll services. With a base fee covering essential payroll processing and a predictable per-employee charge, you can easily calculate the cost for your business. Whether you have a small team or a growing workforce, my payroll services are designed to scale with your needs, ensuring you only pay for what you use. Here, you’ll find a detailed breakdown of the fees, helping you plan your payroll expenses with clarity and confidence.
Payroll Services
Base Payroll Fee $80/Month
Per Employee Fee $8/Emp/Month
Employee Benefits Management Custom Quote
Business Consulting
Business Consulting
Business consulting services are charged on an hourly basis, providing you with flexibility and control over your consulting needs.
Business Consulting
Business Consulting – Hourly Fee $190
Contact me for more details on project-based consulting.
Virtual CFO Services - Monthly Packages
Virtual CFO Services – Monthly Packages
Choose from three tiers of Virtual CFO services, each designed to provide comprehensive financial oversight and strategic guidance.
Monthly Virtual CFO Services
Basic Plus Package
Basic Accounting
*Included in monthly package
Accounts Receivable
*Included in monthly package
Accounts Payable
*Included in monthly package
Payroll
*Included in monthly package
Financial Statement Preparation
*Included in monthly package
Monthly Meeting
*Included in monthly package
Budget Planning
*Included in monthly package
Basic KPI Tracking
*Included in monthly package
Annual Income Tax Prep and Planning
*Included in monthly package
Monthly Cost $4,300/mo
*Included in monthly package
Virtual CFO Services
Advanced Plus Package
All Services from Basic Plus Package
*Included in monthly package
Bi-Monthly Meetings
*Included in monthly package
Cash Flow Forecasting
*Included in monthly package
Business Strategy Consulting
*Included in monthly package
Monthly Cost $5,400/mo
*Included in monthly package
Virtual CFO Services
Premium Package
All Services from Basic and Advanced Plus Packages
*Included in monthly package
Weekly Meetings
*Included in monthly package
Strategic Planning, Risk Management, M&A Advisory
*Included in monthly package
Monthly Cost $6,900/mo
*Included in monthly package
I am committed to providing exceptional value with clear, upfront pricing. If you have any questions or need a more customized service package, please don’t hesitate to contact me.
Contact me today