Fixed fees
What each kind of work costs, and what is included.
You know the fee before we start. It covers the work in your quote, our questions and one meeting to go through the result.
Individual tax return, wages and savings
$240
Return with self-employment or rental income
from $480
Estimated tax, four payment calculations
$160 a year
Bookkeeping, up to 60 transactions a month
from $180 a month
Payroll, up to 5 employees
from $90 a month
Partnership or S corporation return
from $1,200
Tax planning meeting, one hour with written notes
$150
Example prices.
Included
- A reminder a month before each of your dates
- Answers by email or phone during the year
- Electronic filing and a signed copy for your records
Quoted separately
- Late or amended returns for earlier years
- Replies to tax office reviews and audits
- Catch-up bookkeeping
Four steps, the same every year
Whether it is one return or a company’s books, the work runs in this order.
1
A first meeting
Thirty minutes, at the office or by video, at no charge. We look at what you have and which dates are yours.
2
A fixed quote in writing
The work, the fee and the dates. If something changes later, we tell you before we do more.
3
You send your records
Through a secure upload link, by post or at the front desk. We ask questions in one list, not one by one.
4
You check and sign
We go through every return with you. Nothing is filed until you have read it and signed.
Talk it through first
A first meeting takes 30 minutes, at the office or by video, and costs nothing. Bring your last return and any letters.