simplified pricing and no hourly rates
No more confusing hourly rates or surprise tacked-on fees. Our pricing is based on categorizing our clients by characteristics (Pricing Profiles):
During signup, you complete an online questionnaire that provides the information needed to determine which pricing profile you fall under for a given service.
We send you an online quote with an estimate of the charges for services you selected. All of our fees are fixed-rate, so once you accept the quote, your price doesn't change.
Simple and transparent pricing is an important part of our strategy of providing excellent service to our clients.
For example, if a college student signs up and completes the pricing questionnaire for the tax return prep and planning service, the student would receive a quote for a simple, flat fee of $40 to prepare the return—no confusing hourly rates and no surprise extra fees at the end of an engagement.
SUPER BASIC PROFILE
$ 50 /flat-fee
Best for very simple returns (1040EZ)
Best for Full-Time College Students***
Working professionals profile
$ 150 /flat-fee
Best for full-time professionals, homeowners, or people claiming dependents
$ 250 /flat-fee
Best for people that hold investments such as stocks, bonds, or rental property (Schedule E)
$ 350 /flat-fee
Best for self-employed individuals, consultants, and small business owners (Schedule C Filers)**
Covers Personal and Business Income and Expenses
*Additional Flat-fee of $50 per state return when more than 1 state return must be filed for client.
** Multi-Member LLC's, C-Corps, S-Corps, and Partnerships fall under Business Tax Engagements, contact us for a price quote.
*** To qualify for Basic Profile Pricing as a college must be enrolled in a college or post-bachelor program full-time, and be able to provide supporting documentation if requested.
Contact Us for Price
Best for clients who are looking for assistance on short-term projects and specific tasks
Clients are charged a flat-fee for each project*
$ 50 /per month
Best for newly created companies still in the startup phase.
Company must have been in business less than 2 years.
$ 75 /per month
Best for freelancers, sole proprietors.
Company must have no employees
SMALL BUSINESS PROFILE
$ 150 /per month
Best for growing small businesses that are out of the startup phase**
Company must have less than 5 employees
*Unless the scope of the project is expanded dramatically, your fees for a project will not change from the amount quoted. (We will notify you in writing of a project scope change to get your approval).
**Non-Startup Companies that have more than 5 employees and have been in business more than 2 years, please contact us directly for a price quote.