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Pricing

Pricing

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 & Fee

Small 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.

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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.

Request Scope & Fee

Accepted scope controls included work

Service topics are included only when stated in an accepted written scope. Fee, timing, record requirements, and review process are confirmed before work begins. A response, call, or consultation is not promised.

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

See the 1099-DA tiers and conditions

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 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 Scope

Tell me what you need through the contact form. I read each inquiry myself and do my best to reply within a week about availability and next steps.

Get Started

Published 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.