Pricing
Pricing
Published rates are starting points. The engagement letter states the covered work and the fee before any work starts.
Monthly Bookkeeping
Starting at $300/mo
Monthly reconciliation, categorization, and reporting tasks within the accepted written scope.
- Monthly reconciliation
- Transaction categorization
- Financial statements (P&L, BS)
- QuickBooks Online management
- Year-end close coordination
- Questions included within the engagement scope
Based on transaction volume. Catch-up bookkeeping cleanup starts at $750 when work is offered after contact-form intake review; the exact flat rate, covered records, assumptions, and estimated timing are confirmed in writing before acceptance. No typical range or availability is promised.
Ask for a quoteSmall Business Tax
Fee quoted in writing
Business returns for S-Corps, LLCs, partnerships, and sole proprietorships.
- Federal and NJ business return
- S-Corp / partnership / LLC returns
- NJ BAIT election analysis
- Quarterly estimated taxes
- Entity tax classification review
- Written-scope tax compliance
Pricing varies by entity type, number of owners, and complexity.
Ask for a quoteIndividual Tax Preparation
Starting at $350
Personal tax returns for W-2, freelance, and self-employed filers.
- Federal and permitted state return components
- Itemized deduction analysis
- Tax credit identification
- E-filing with direct deposit
Additional state return components are considered only when specifically accepted in writing and permitted; those components and other complex work may increase the written quote. Year-end planning and notice support are separate services only when specifically scoped and accepted in writing.
Ask for a quoteSeveral business problems at once? Books behind, missing returns, an open letter, an ownership change or a sale: Start with a Diagnostic. It is a paid first step, credited toward the cleanup if you hire me for it.
Additional Services
If offered, these can be scoped on their own or included in a written engagement.
- Tax Planning & Advisory
- Starting at $500/year
- Payroll Compliance Support (add-on to monthly bookkeeping)
- Starting at $100/mo
- QuickBooks Setup & Written Guidance
- Starting at $500
Form 1099-DA reconciliation
What the engagement letter covers
The engagement letter lists the services included, the fee, timing, the records I need, and the review process, before work begins.
How Pricing Works
Every client's situation is different, which is why I don't publish fixed prices for every service. The amounts above are starting points. If we work together, the exact scope and price are stated in writing.
The engagement letter states the covered work, fee, payment terms, and timing before work starts; sending the form creates no engagement.
Bookkeeping and tax preparation can be combined in one engagement. Pricing depends on the covered work.
Tell me what you need
Describe the work through the contact form. I read each inquiry myself and do my best to reply within a week.
Get StartedPublished amounts are starting points and may change.Use of this website does not create a CPA-client relationship.