Law Firms
Monthly Service Packages
Services Available
Business Tax Preparation*
$180/month
$2,160/year
Price Includes
- Federal and state returns
- E-filing: Secure with IRS and state confirmations
- Secure client portal for document transfers and storage
- In-person or Zoom tax return review
Tax Planning**
$100/month
$1,200/year
Price Includes
- Mid and year-end planning
- Tax liability forecasting: Projection to estimate liability
-
Year-end action plan: Planning opportunities to implement by
12/31 to effectively lower the tax bill
Bookkeeping
Professional monthly bookkeeping and financial reporting.
$750/month
$9,000/year
Price Includes
- Transaction recording and categorization
- Bank, credit, and trust account reconciliations
- Non-audited financial statement preparation
Optional Bill Pay/Invoicing
Bill pay and invoicing are not included. They can be added for
$425/month or $5,100/year.
* For additional business returns, if applicable,
the price is an additional $1,500 per return.
** Planning is for business and individual returns.
Start With a Conversation
Request a Consultation and Discover Your Personalized Quote
Tell us a little about your situation, and our team will help you identify the right level of tax support.
Prefer to speak directly?