CPA Prices
We’ve got a pricing plan that’s perfect for you!
Bronze
Ranging from
$1,200 - $30,000/year
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Gold
Our Most Popular Plan
Ranging from
$2,500 - $50,000/year
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Platinum
Ranging from
$5,000 - $100,000/year
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Features
| Features | Bronze | Platinum | Gold |
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| Individual Tax Return |  |
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| Open communication with your dedicated CPA | |
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| Tax organizer questionnaire | |
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| Preparation of individual estimates for federal taxes and state(s), if required | |
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| Digital, or in person meeting with individual tax preparation | |
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| No additional charge for sending copies of your returns to third parties | |
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| Respond to questions | within 72 hours | within 24 hours | within 24 hours |
| Tax planning meeting | |
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| Income tax projection for following year | |
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| No charge for response to tax notices for tax returns which we have prepared | |
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| No additional charge for paper copies of your return or extension preparation | |
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| Up to 2 additional tax planning meetings per year | |
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| Review of estate and insurance documents, if requested | |
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| No additional charge for representation for IRS or State Audits that occur during the current contact year for tax returns which we have prepared | |
Additional & Add on Services
| Services | Starting at |
|---|---|
| Partnerships/ S-Corp/ C-Corp Tax Return | $2,500 |
| Trust/ Estate Income Tax Return | $1,000 |
| Estate Tax Return | $5,000 |
| Gift Tax Return | $1,000 |
| Foreign Asset/ Bank Reporting | $1,000 |
| 1099 Preparation | $250 |
| 401k Census Preparation | $500 |
| State Annual Report Preparation | $500 |
| W-2 Preparation | $250 |
| Worker’s Comp Audit Preparation | $250 |
| Corporate Transparency Act - Beneficial Ownership Reporting | $500 |
