Pricing
Pricing & Written Scope
Published rates are starting points. An item is included only when it is stated in an accepted written scope; work and fee are confirmed in writing before acceptance.
Individual Tax Preparation
Starting at $350
Personal tax returns for W-2, freelance, and self-employed filers.
- Accepted 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.
Request Scope & FeeSmall 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 structure advisory
- Written-scope tax compliance
Pricing varies by entity type, number of owners, and complexity.
Request Scope & FeeMonthly 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.
Request Scope & FeeService-scope examples
The table lists topics that may be included only when stated in an accepted written scope; a check mark is not a guaranteed inclusion. Fee, timing, record requirements, and review process are confirmed before work begins.
| Feature | Individual Tax | Small Business | Monthly Bookkeeping |
|---|---|---|---|
| Written-scope engagement terms | |||
| Written scope identifies the work and review process | Included | Included | Included |
| Written scope controls accepted work | Included | Included | Included |
| Written scope states the fee before accepted work begins | Included | Included | Included |
| Response, call, or consultation | Not promised | Not promised | Not promised |
| What each engagement covers | |||
| Accepted federal & permitted state return components | Included | Included | Not included |
| Deduction analysis & credit identification | Included | Included | Not included |
| Entity returns (S-Corp / LLC / partnership) | Not included | Included | Not included |
| NJ BAIT election analysis | Not included | Included | Not included |
| Quarterly estimated taxes | Not included | Included | Not included |
| Monthly reconciliation & categorization | Not included | Not included | Included |
| Financial statements (P&L, balance sheet) | Not included | Not included | Included |
| QuickBooks Online management | Not included | Not included | Included |
Additional Services
If offered, these services may be scoped separately or included in an accepted written engagement.
- Tax Planning & Advisory
- Starting at $500/year
- Payroll Compliance Support
- Starting at $100/mo
- QuickBooks Setup & Written Guidance
- Starting at $500
How Pricing Works
Every client's situation is different, which is why I don't publish fixed prices for every service. The ranges above are starting points. If work is offered after contact-form review, the exact scope and price are stated in writing.
No work begins from a form submission alone. An offered engagement states the covered work, fee, payment terms, and timing in writing before acceptance; submitting the form promises no response, call, consultation, or engagement.
Bookkeeping and tax preparation may be included in one written scope when both are accepted. Pricing depends on the covered work; no cost advantage is promised.
Request a Written Scope
Submit the contact form for written intake. Any response, availability, proposed scope, price, and timing are discretionary and confirmed only in writing; no call or consultation is promised.
Get StartedPublished amounts are starting points and may change. Any offered engagement states the accepted scope and fee in writing before work begins. Use of this website does not create a CPA-client relationship.