Price List

Pricing by Service

Our tax return preparation prices are lower than the National Society of Accountants recommended pricing. Our Quickbooks Bookkeeping is also competitively priced. 

Bookkeeping & Reporting

Starting At

$300

Per Month

  • Includes a monthly subscription to Quickbooks Online  ($65/month value included)
  • Monthly subscription to your own Quickbooks Online Essentials ($60/month value)
  • Quickbooks Setup
  • Create and maintain chart of accounts
  • Linking bank accounts to Quickbooks Online (QBO) or uploading transactions from CSV
  • Categorize all transactions (income and expenses)
  • Record debits and credits to assets and liabilities
  • Categorize all checks (with read-only bank login or statements with check images). Up to 20 checks included in pricing above.
  • Reconcile bank accounts monthly
  • Reconcile credit cards monthly
  • Journal Entries as needed
  • Provide Profit & Loss Statements monthly
  • Provide Balance Sheet monthly
  • Provide other advanced reporting monthly
  • Includes up to 6 bank accounts and/or credit cards
  • Includes up to 5,000 transactions total per year
  • Acounts Payable (paying bills) and invoicing is not included
  • Quickbooks Cleanup - contact for estimate

Bookkeeping & CFO Dashboards

Starting At

$600

Per Month

  • Bookkeeping & Reporting as described in column 1
  • (includes Quickbooks Online ($65/month value)
  • Identify your most profitable opportunities
  • Eliminate money drains
  • Interactive dashboards with drill-down capabilities
  • ROI and profitability analysis by property/location
  • Cash flow forecasting and trend analysis
  • KPI monitoring with real-time data updates
  • Custom metrics tailored to your business model

Federal & State Tax Return

Starting At

$300

Per Return

  • Essential Tax Prep Includes the following:
  • 1040 - Individual Tax Return
  • State Return
  • Education Expenses (1098-T)
  • Dividends (1099-DIV)
  • Government Payments (1099-G)
  • Interest Income (1099-INT)
  • Foreign Tax Credit (1116)
  • Retirement Income (1099-R)
  • Foreign Earned Incoe (2555)
  • Healthcare Premium Tax Credit
  • Qualified business income deduction
  • IRA/Roth Worksheets
  • Child Tax Credit
  • Advanced Tax Prep (additional $75) also includes:
  • Itemized Deductions Schedule A
  • 1 Small Business Schedule C
  • Home Office/Vehicle Mileage
  • Stock Sales Schedule D
  • 1 Rental Property Schedule E
  • K-1s from Businesses & Trusts
  • HSA
  • Other Additions Include:
  • Additional Small Businesses or Rentals $25 each
  • Single Member LLC in CA Form 568 $150
  • Partnership Form 1065 $600
  • Additional States for Part-Year Resident or
    Non-Resident $75
  • FBAR to report foreign bank accounts (1 account) $80
  • FBAR (each additional account) $50
  • 1099 Prep & E-file $15 per document

Contact Us

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If you're interested in bookkeeping services, please fill out our Bookkeeping questionnaire.

For a list of items needed to complete a bookkeeping project, please visit this Google Sheets link where you can bookmark or print the list. 

For tax services, please create a login and complete the tax questionnaire to proceed with a quote.