Bronze Package
-
Pay for each service separately
- Below are base rates. Rates will go up with services requiring additional time and complexity.
Silver Package
-
Monthly subscription
-
Cost: 100 - 500 (Depending on time and complexity)
Gold Package
- Monthly subscription
- Cost: 300 - 1,200 (Depending on time and complexity)
| Services Offered | Bronze Package | Silver Package | Gold Package |
|---|---|---|---|
| Individual Tax Return | 250 | X | X |
| Partnership Tax Return | 500 | X | X |
| S-Corporation Tax Return | 1,000 | X | X |
| Simple Tax Planning / Consulting Session | 100 | X | X |
| Simple Business Tax Planning / Consulting Session | 150 | X | X |
| Comprehensive Business Tax Planning | 500 | X | X |
| Monitoring Books | X | X | |
| Reconciliations | X | X | |
| Software Subscriptions | X | X | |
| Monthly Financial Statements | X | X | |
| Payroll | X | X | |
| Monthly Bookkeeping | X | ||
| Quarterly Meetings | X | ||
| Financial Planning Services | X |