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Tax Planning Strategies
Tax Preparation Services
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Pricing
Open menu
Tax Planning Strategies
Tax Preparation Services
Bookkeeping
Financial Reporting and XBRL Compliance Services
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Book A Consultation
Pricing
Home
Pricing
Tax Planning Strategies
Tax Preparation Services
Bookkeeping
Financial Reporting and XBRL Compliance Services
Tax Planning Strategies
Small Businesses
$750
Fixed
Contact Us
Individuals
$550
Fixed
Contact Us
Tax Preparation Services
Small Businesses
$750
$0 – $200K in gross receipts/revenue
$950
$200.1K – $500K in gross receipts/revenue
$1,150
Greater than $500K in gross receipts/revenue
Contact Us
Individual Return
$245
Simple tax return – Form 1040
W-2’s with special situations like ISOs, RSUs ESPPs comes with an extra charge of $75
$299
Simple Individual Itemized return
W-2’s with special situations like ISOs, RSUs ESPPs comes with an extra charge of $75
Contact Us
Bookkeeping
Greater than $500K in monthly expenses
$800
per month
Contact Us
Includes
Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for tax preparation purposes
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
$200.1K – $500K in monthly expenses
$600
per month
Contact Us
Includes
Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for tax preparation purposes
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
$0 – $200K in monthly expenses
$400
per month
Contact Us
Includes
Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for tax preparation purposes
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
Financial Reporting and XBRL Compliance Services
Financial Reporting & XBRL Compliance Services
$1,750
per quarter
Contact Us
Includes
Financial Statement Preparation
XBRL Tagging and Compliance (SEC and FASB)
Tie-Out Services
Contact Us
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