Mind Your Business

We know that one size does not fit all. We offer a variety of year-round services and support which keeps us flexible and innovative in ensuring we meet your business needs and individual goals. The table below are typical monthly fees for services sought by our clients. We can customize any package to best meet your specific personal or business requirements.

Simple Filer

$$49/mo (base price)
  • Expert-Prepared Returns
  • W-2 Income Only
  • Standard Deduction
  • Earned Income Credit
  • Child Tax Credit
  • 1 State Return Included
  • Ideal for Renters

Itemized Filer

$$99/mo (base price)
  • Includes Simple Filer Options
  • Mortgage Interest
  • Property Tax Deductions
  • Charitable Donations
  • Student Loan Interest
  • Education Credits
  • Ideal for Homeowners

Maximum Filer

$$149/mo (base price)
  • Includes Itemized Filer Options
  • Interest & Dividends
  • Capital Gains & Losses
  • Rental Property Income
  • Retirement Income
  • Second State Return Included
  • Ideal for Investors

Self-Made Filer

$$249/mo (base price)
  • Includes Maximum Filer Options
  • 1099-NEC & 1099-MISC Income
  • Basic Bookkeeping
  • Business Expense Deductions
  • Tax Planner
  • Quarterly Tax Payment Estimates
  • Ideal for Freelancers

Business Tax Services

$899(and up)
  • Expert-Prepared Returns
  • Partnerships, S-Corps, & C-Corps
  • Multi-Member LLCs
  • Trusts & Estates
  • Prepare K-1s, 1099s, W-2s, etc.
  • 1 State Return Included

Cloud Accounting

$499/mo (base price)
  • Client On-Boarding & Technology
  • Monthly Transaction Entry
  • Account Reconciliations
  • Monthly & Annual Close
  • Sales Tax Analysis
  • Financial Reports
  • 2 Hours of Advisory*

Smart Biz Financials

$999/mo (base price)
  • Includes All Cloud Accounting
  • Budget & Forecast Reports
  • AR / AP Aging & Analytics
  • Fixed Asset & Inventory Reporting
  • Customized KPIs & Dashboards*
  • 8 Hours of Advisory*
  • Tax & Payroll Discounts*

CFO Insights & Advisory

$1499/mo (base price)
  • Includes Smart Biz Financials
  • Inventory Reconciliation
  • 16 hours of Advisory*
  • Full Service Payroll*
  • Quarterly & Annual Tax Returns*
  • Virtual CFO Discounts*

Get A Quote.

Send us a note to get an attractive, no hassle quote.