We have flat fees for filing payroll returns, 1099s and city taxes; varying rates, depending on complexity for personal and business tax returns; and hourly rates for bookkeeping and other work. Your bookkeeping, accounting and tax preparation costs will be as unique as you are since no two of you have the same amount of accounting, bookkeeping, paperwork, notices, questions, business issues or family issues. Please direct all billing questions to
Tax Returns
Each return is individually priced based on complexity.
When materials are not organized, compiled and totaled, there will be an added bookkeeping fee. We encourage you to keep up with your record-keeping on a regular basis to avoid last minute searches and time crunches.
QuickBooks Support, Data Entry and Management
You will receive a monthly invoice for work billed hourly at the rate of the person doing the work.
City Business License & Tax filings
The flat fee for us to file your annual city business tax for you is $85. Any additional follow-up work we need to do regarding local city taxes and business licenses, for current or past years, will be billed hourly. If you wish to be responsible for this, please call us or send an email to so we take you off our city business tax list.
Payroll
January through September 30: Whether or not you paid wages within a given quarter, the forms have to be filed. There is a minimum flat fee of $100 per quarter for us to prepare and file your payroll returns. When there are wages paid, the fee ranges from $200 - $250 depending on the amount of activity.
Year-end Payroll Returns and W-2s
4th Quarter includes analysis of tax situation, retirement, corporate profit, health insurance. There is a minimum flat fee of $150 for no annual wages; and $250 - $350 with annual wages.
1099 Forms
The fees are $75 for the first two forms and $30 for each additional one. This includes preparation of the forms, mailing them to the recipients and filing with the government.
General questions, tax planning, and correspondence
Discussions and answers will be billed at our hourly rates. We encourage you to call when in doubt. Our common goal is to be pre-emptive; tax planning not tax surprises.
Invoices
We send out invoices monthly for bookkeeping and accounting services. Payroll returns are invoiced on a quarterly basis. Tax returns are invoiced separately. All accounts are due and payable when received.