FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Individual tax returns (Form 1040): starting at $500, including federal and one state Business tax returns (Forms 1120, 1120-S, and 1065): starting at $1,500 Prior-year review: we will review up to the past two years of returns at no charge unless an amendment is filed* Tax planning: fees are based on complexity; identified savings can range from $1,000 to $1 million+ Monthly bookkeeping: starting at $500 per month
- What is your typical process for working with a new customer?
Intro call — We start with a short discovery call to understand your situation. (tax, and/or bookkeeping, and expectations) Proposal & engagement — Work begins after signed agreement. Secure intake — We send a document checklist and a secure portal link for prior returns, ID, bank/QBO access, and other source documents. Review & plan — We review the last 1–2 years of returns at no charge unless an amendment is needed, then confirm filing strategy or monthly bookkeeping setup. Preparation & questions — Returns or books are prepared. Tax planning meetings and strategies implemented. Filing & ongoing support — We e-file federal and state returns, deliver copies, and set a cadence for monthly bookkeeping, tax planning, or year-round questions. The process stays organized, and scoped so you know what is included before work starts.