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Our Fees/Pricing

TRANSPARENT FEE SCHEDULE

Our fees are simple, fair, and transparent. We value long-term business relationships and our professional services offer great value to any small business or taxpayer with tax problems. Our approach is simple and designed to give you peace of mind. During our first call or meeting, you will know immediately how we can help you protect and grow your small business or resolve your tax problems.

Our Firm’s Billable Rate: Clients may request additional services. Service requests that are not covered under a flat rate agreement or fall outside the scope of a client’s engagement is billed at our firm’s billable rate.

  • Consultations $125 per session (limited to 1-hr) Book An Appointment
  • Firm’s Billable Rate $135 per hour

Payroll Accounting Package $650 Setup ($35 per week)

  • Covers up to 10 Employee and/or contractors
  • Weekly Payroll Run
  • Pay as You Go Worker Compensation
  • Pay as You Go Tax Payment
  • Direct Deposit for Employees and Contractors
  • Check Printing Options
  • Time Station (Mobile and Cloud)
  • Employee/ Contractor Job Costing
  • Garnishment services
  • 401k/Retirement Plans
  • Health Insurance
  • Outsourced HR Management Support
  • and more
  • See Brochure

Management Accounting Package (Starts at $450 per month)

  • $650 Setup Fee (waived when services is combined with payroll accounting)
  • Minimum gross revenue $250,000 per year
  • Must be IRS Tax Compliant
  • Employee-shareholders must be on payroll
  • CD/CR Transaction Entry
  • Profit & Loss Statements
  • Balance Sheet
  • Shareholder Capital Account Statements
  • Business Annual Tax Filings
  • Business Financial Coaching

Reconstructions of Financial Records Accounting Services (Starts at $2,500)

  • $1,500 Retainer Required to start engagement
  • Transaction Entry
  • Transaction Reconciliation
  • Transaction Analysis
  • Collations of Banking and Accounting System Records
  • Profit & Loss Statements
  • Balance Sheet
  • Cash Flow Statements
  • Statements of Retained Earnings
  • Business Annual Tax Filings

Non-Profit Organization Package- $350

  • SCC Registration
  • By-Laws
  • IRS Employer Identification Number-EIN
  • IRS Application for Exemption Status (IRS Fee $275)
  • Bank Account Setup (minimum deposit $100)
  • POS/Merchant Account Application

Business Incorporation Package-$350

  • State Registration
  • Corporate Certificate
  • Shareholder Certificates
  • Corporate By-Laws
  • IRS EIN Application Letter
  • Bank Account Setup (minimum deposit $100)
  • POS/Merchant Account Application

Business Family Trust Package- $650

  • Business Trust Certificate
  • Declaration of Trust
  • Trust Agreement
  • Initial Asset List (Schedule A)
  • IRS EIN Application Letter
  • Bank Trust Account Set-up (minimum deposit $1,000)

Solo 401K Installation Package-$450

  • Installation Documents
  • IRS EIN Letter
  • Bank Account Set-up (minimum deposit $1,000)
  • TD Ameritrade Broker Account Setup

*Fees listed are estimates and a client’s fees for services may differ based on their specific circumstances and needs.

Tax Preparation Services

  • Business Income Tax Filing $650 per filing
  • Personal Income Tax Filing $350 per filing
  • Estate Tax Filing $3,500 per filing
  • Estate & Trust Income Tax Filing $650 per filing
  • Gift Tax Filing $550 per filing
  • Non-Profit Tax Filing $550 per filing
  • Sales Tax Filing $125 per filing
  • Meals Tax Filing $125 per filing
  • Estimated Tax Filing $125 per filing

*The tax preparation services fee is a stand alone paid for services in accordance with IRS Circular 230.

Audit Representation (Billed Hourly)

  • Minimum Retainer $2,500, billed at $135 per hour
  • Income Tax Audit
  • Employment Tax Audit
  • Virginia Employment Commission Audit

NOTE: Fees listed are estimates and a client’s fees for services may differ based on their specific circumstances and needs. A review of business bank statements & credit card statements is required before engaging services for any management accounting services.

** Our financial statement preparation services are not a stand-alone service and require transactional bookkeeping and reconciliation. Financial Statements are prepared using the Income Tax Basis of Accounting and are used for the preparation of the business tax return and for management purposes only.

**A client with more than 10 employees requires a custom quote.

Updated periodically. Last Updated 10/1/2022