ACCOUNTING SOLUTIONS FOR THE MODERN BUSINESS
The Collective Difference
A tax team with a wide span of knowledge that empowers and educates you throughout the year
Complete paperless workflow from start to completion
Detailed return preparation and review to ensure accuracy and that you maximize deductions
A complimentary year-round digital portal for full access to your tax information anytime and anywhere
Virtual or in-person meetings to fit your schedule
Upfront and transparent pricing without costly or uncertain hourly billing
Our Pricing
BUSINESS/ENTITY
Base Fee
STARTING AT
$2,000
Includes federal, one home state, and e-file
INDIVIDUAL
Base Fee
STARTING AT
$750
Includes federal, one home state, and e-file
WHAT'S WHAT
(Download this information here)
Additional State – You need to file a return that includes either MULTIPLE states (state of residency + additional state)
Local Filings - if you live in a state with local taxing jurisdictions for which you need to prepare a tax return.
Multi-Entity Consolidations – This applies in the case of consolidated subsidiaries as part of tax filing for which subsidiary books are maintained separately from the parent reporting entity.
Schedule B – Interest and dividends.
If any of these apply to you, additional fees may apply
Schedule C – You own a business that is reported WITH the personal return (i.e., single member LLC or sole proprietorship - doesn't have a partner or doesn't have "Inc." in the business name).
Schedule D - Brokerage accounts for which stock was bought/sold (NOT within a retirement account).
Schedule E – You own rental properties - each individual rental has to be reported separately.
Schedule E page 2 – You own a business that is reported SEPARATELY and has a "form K-1.”
Schedule F – You own and/or operate a farm.
Not sure if you're an entity or an individual?
Contact us - we can work through the details.
What's next?
Fill out our form to get your tax filing process started or to walk through questions.