2027 Pricing
Clear Pricing for Tax, Advisory & Bookkeeping Services.
Our fees are designed to make it easier to understand the likely cost of your engagement before work begins. Tax-return pricing is based on complexity, while advisory and bookkeeping services use clearly defined annual or monthly packages.
View 2027 Fees →Tax Returns
One clear fee, set by the complexity of your return.
We review your organizer and place the engagement in the appropriate pricing band. You do not need to choose the level yourself.
Individual Tax Returns — Form 1040
Federal individual return with applicable schedules and home-state return.
Per Return
| Level | What it covers | Fee |
|---|---|---|
| Straightforward | W-2 or 1099 income, interest, dividends, standard or itemized deductions. | $350 |
| Business, Rental & Investments | Self-employment (Schedule C), rental properties, stock or crypto sales, K-1 income. | $475 |
| Complex | Several businesses or rentals, foreign income or accounts, partnership and trust income, multiple states. | From $600 |
Business Tax Returns — Forms 1065, 1120-S & 1120
Pricing is based on business size, ownership, states, and complexity.
Per Return
| Level | What it covers | Fee |
|---|---|---|
| Simple | Under $250K in sales or assets, 1–2 owners, 1 state. | $750 |
| Established | $250K–$1M, 3–4 owners or 2 states, up to 4 rentals. | $900 |
| Multi-Layer | Over $1M, 5+ owners, 3+ states, related entities, or inventory/finance operations. | From $1,200 |
Every return includes: Federal return with all schedules • Your home-state return • E-filing • Secure TaxDome portal and e-signature • Digital copy of your filed return • Questions about your return for 30 days after delivery
How it works
- We review your organizer and set your pricing band.
- Standard turnaround is up to 2 weeks after all required documents are received.
- 3-business-day rush filing is available for an additional fee.
- Communication is through portal or email rather than billed by the minute.
Not included in the base fee
- Additional states: $25 each personal, $50 each business.
- C corporations (Form 1120): add $100.
- Bookkeeping or tax-ready books: quoted before work starts.
- Planning, notices, and other services are priced separately below.
Prices are per tax year. Zero-activity business returns have a $400 minimum. Audit and notice support applies to returns we prepared.
Year-Round Advisory
Planning and answers all year, for a flat annual fee.
For clients who want proactive planning, estimated-tax support, and access beyond tax-return preparation.
Individuals
Income planning, estimated tax calculations, and year-round access for your household.
$600/yr
Or 12 monthly payments of $55.
Businesses
Owner-pay and entity planning, quarterly estimates, and year-round access for you and your business.
$1,000/yr
Or 12 monthly payments of $90.
Advisory members receive
- A tax projection and planning session (mid-year or year-end).
- Quarterly estimated tax calculations.
- Priority email and portal responses within 1 business day.
- A 60-minute scheduled consultation each year.
- Questions about your tax situation within reasonable use.
- IRS/state notice response and audit support for returns we prepared.
Without membership
- Questions about your return: covered for 30 days after delivery.
- Other questions: prepaid consult, $55 for 15 minutes.
- Planning time: $220/hour in 10, 15, 30, or 60 minute blocks.
- Notice response: $195 per notice.
- Estimated tax calculations: quoted per request.
Membership limit: 75 members per year. A waiting list opens when seats are full. Membership covers tax, accounting, and planning questions; it is not legal or investment advice.
Monthly Bookkeeping
Clean books, tax-ready numbers, and your returns for one flat monthly fee.
Choose the package level based on the bookkeeping and tax-return services you want included. Complex returns are quoted separately under the Tax Returns pricing above.
Essential
Clean, tax-ready books.
From $455/mo
Pro
Books plus your personal return.
From $570/mo
Premium
Books plus personal and business returns.
From $790/mo
| Annual Revenue | Essential | Pro | Premium |
|---|---|---|---|
| $0–$250K | $455/mo | $570/mo | $790/mo |
| $250K–$500K | $505/mo | $630/mo | $875/mo |
| $500K–$750K | $605/mo | $750/mo | $1,020/mo |
| $750K–$1M | $755/mo | $950/mo | $1,295/mo |
| $1M–$5M | $1,380/mo | $1,725/mo | $2,325/mo |
| Over $5M | Custom quote | Custom quote | Custom quote |
Every package includes: QuickBooks Online bookkeeping and reconciliation • Bank and card feeds categorized • Secure TaxDome portal • Monthly financial statements
| Feature | Essential | Pro | Premium |
|---|---|---|---|
| Books updated | Monthly | Monthly | Weekly |
| Financial statements delivered by | The 15th | The 10th | The 5th |
| 1099 preparation and e-filing | Up to 10 | Up to 25 | Unlimited |
| Payroll | Add-on | Add-on | Included, up to 5 employees |
| QuickBooks Online subscription | You pay | You pay | Included |
| Personal tax return (Form 1040) | — | Included | Included |
| Business tax return (1065, 1120-S, 1120) | — | — | Included |
| Estimated tax payments | — | Based on last year | Projected every quarter |
| Tax planning | — | Year-end projection | Mid-year and year-end |
| Email / portal response time | Within 3 business days | Within 2 business days | Within 1 business day |
| Scheduled consultation time | $36 / 10 min | $36 / 10 min | 90 minutes per year |
Not included: clean-up of prior-period books or catch-up bookkeeping, additional entities, and additional state returns ($25 personal, $50 business). Prices are per month.
Additional Services
Straightforward fees for work outside your return.
Anything not listed is quoted as a separate project before work begins.
Advice & Questions
Consultation (scheduled)
$55 / 15 min
$36 / 10 min
Prepaid in the portal. $110 for 30 minutes; $220 per hour.$36 / 10 min
Specialized question by portal or email
$25
Answered after payment.IRS & State Notices
Notice response (returns we prepared)
$195 per notice
Included with Year-Round Advisory.Penalty abatement request
$175
Per notice or tax period.Installment agreement setup
$50
Business & Entity Services
S-corporation election (Form 2553)
$155
S-Corporation Election with late filing relief
$195
Election analysis, owner-pay review, savings estimate.Out-of-state registration
$195
Plus the state fee.Payroll account setup
$250
International & Specialty
FinCEN 114, Form 8938, Forms 2555 / 1116
$100 each
Form 5472
$300 per form
Form 8805
$250 per partner
ITIN application (Form W-7)
$150 first
$100 each additional
Original documents verified in our office.$100 each additional
Bookkeeping
Bookkeeping clean-up and catch-up
Quote or $100/hr
Quoted after a review of your books.Monthly bookkeeping packages
From $500/month
Quoted by revenue and transaction volume.Timing
Rush filing — 3 business days
$150 personal
$250 business
Documents received after the deadline or needed sooner.$250 business
Ready to move forward?
Select your package or continue your engagement through the secure TaxDome client portal.