Pricing
Monthly Bookkeeping Service Plans
New Client Onboarding is a one-time charge
Description
Price
Onboarding
Expense Cap
Bank and/or credit card accounts (total)
Additional bank/credit card accounts
Weekly bookkeeping
Monthly bookkeeping
Dedicated bookkeeping team
Accrual basis accounting available
Cash basis accounting
Integrations
Semi-annual tax consult*
Custom chart of accounts
Quarterly business review (QBR)
Account review call (once per month)
Frequency
State Tax Filing
Momentum
$1,299
$1,299
$200,000
20
$30
Yes
No
Yes
Yes
Yes
6
Yes
Yes
Yes
Yes
Weekly
Monthly
Insight
$899
$899
$100,000
12
$20
Yes
No
Yes
Yes
Yes
4
Yes
Yes
Yes
Yes
Weekly
Monthly
Illumination
$799
$899
$75,000
8
$20
Yes
No
Yes
Yes
Yes
3
Yes
No
Yes
No
Weekly
Monthly
Clear
$599
$899
$45,000
6
$15
Yes
No
Yes
No
Yes
2
No
No
Yes
No
Weekly
Monthly
Foundation
$499
$899
$15,000
4
$14
No
Yes
No
No
Yes
1
No
No
No
No
Monthly
Quarterly
Momentum
Price
$1,299
Onboarding
$1,299
Expense Cap
$200,000
Bank and/or credit card accounts (total)
20
Additional bank/credit card accounts
$30
Weekly bookkeeping
Yes
Monthly bookkeeping
No
Dedicated bookkeeping team
Yes
Accrual basis accounting available
Yes
Cash basis accounting
Yes
Integrations
6
Semi-annual tax consult
Yes
Custom chart of accounts
Yes
Quarterly business review (QBR)
Yes
Account review call (twice per month)
Yes
Frequency
Weekly
State Tax Filing
Monthly
Insight
Price
$899
Onboarding
$899
Expense Cap
$100,000
Bank and/or credit card accounts (total)
12
Additional bank/credit card accounts
$20
Weekly bookkeeping
Yes
Monthly bookkeeping
No
Dedicated bookkeeping team
Yes
Accrual basis accounting available
Yes
Cash basis accounting
Yes
Integrations
4
Semi-annual tax consult
Yes
Custom chart of accounts
Yes
Quarterly business review (QBR)
Yes
Account review call (twice per month)
Yes
Frequency
Weekly
State Tax Filing
Monthly
Illumination
Price
$799
Onboarding
$899
Expense Cap
$75,000
Bank and/or credit card accounts (total)
8
Additional bank/credit card accounts
$20
Weekly bookkeeping
Yes
Monthly bookkeeping
No
Dedicated bookkeeping team
Yes
Accrual basis accounting available
Yes
Cash basis accounting
Yes
Integrations
3
Semi-annual tax consult
Yes
Custom chart of accounts
No
Quarterly business review (QBR)
Yes
Account review call (twice per month)
No
Frequency
Weekly
State Tax Filing
Monthly
Clear
Price
$599
Onboarding
$699
Expense Cap
$45,000
Bank and/or credit card accounts (total)
6
Additional bank/credit card accounts
$15
Weekly bookkeeping
Yes
Monthly bookkeeping
No
Dedicated bookkeeping team
Yes
Accrual basis accounting available
No
Cash basis accounting
Yes
Integrations
2
Semi-annual tax consult
No
Custom chart of accounts
No
Quarterly business review (QBR)
Yes
Account review call (twice per month)
No
Frequency
Weekly
State Tax Filing
Monthly
Foundation
Price
$499
Onboarding
$499
Expense Cap
$15,000
Bank and/or credit card accounts (total)
4
Additional bank/credit card accounts
$15
Weekly bookkeeping
No
Monthly bookkeeping
Yes
Dedicated bookkeeping team
Yes
Accrual basis accounting available
No
Cash basis accounting
Yes
Integrations
1
Semi-annual tax consult
No
Custom chart of accounts
No
Quarterly business review (QBR)
No
Account review call (twice per month)
No
Frequency
Monthly
State Tax Filing
Quarterly
*Semi-Annual Tax Consults are a 30 minute meeting with one of our tax experts to review your tax position, strategy, and plans to ensure your best possible outcome at tax time. These replace the “Premium” tax package pricing in the table below.
Tax Preparation Services
0
US Individual Income Tax Return
Profit or Loss From Business (Sole Proprietorship)
Supplemental Income and Loss (Rental Properties)
U.S. Return of Partnership (LLC) Income
U.S. Corporation Income Tax Return
U.S. Income Tax Return for an S Corporation
U.S. Income Tax Return for Estates and Trusts
Interest and Ordinary Dividends
U.S. Nonresident Alien Income Tax Return
Amended U.S. Individual Income Tax Return
0
Form 1040
Schedule C
Schedule E
Form 1065
Form 1120
Form 1120-S
Form 1041
Form 1040B
Form 1040NR
From 1040X
Standard
$485
$259
$199
$820
$1,020
$1,010
$576
$229
$432
$295
Premium
$560
$259
$199
$970
$1,170
$1,160
$726
Form 1040B
Form 1040R
From 1040X
Due Date
April 15
April 15
April 15
March 16
April 15
March 16
April 15
April 15
April 15
3 Years
Standard
US Individual Income Tax Return
Form 1040
$485
Due Date: April 15
Profit or Loss From Business (Sole Proprietorship)
Schedule C
$259
Due Date: April 15
Schedule E
$199
Due Date: April 15
U.S. Return of Partnership (LLC) Income
Form 1065
$820
Due Date: March 17
U.S. Corporation Income Tax Return
Form 1120
$1,020
Due Date: March 17
U.S. Income Tax Return for an S Corporation
Form 1120-S
$1,010
Due Date: March 17
U.S. Income Tax Return for Estates and Trusts
Form 1041
$576
Due Date: April 15
Interest and Ordinary Dividends
Form 1040B
$229
Due Date: April 15
Amended U.S. Individual Income Tax Return
Form 1040R
$432
Due Date: April 15
Amended U.S. Individual Income Tax Return
From 1040X
$295
Due Date: 3 years
Premium
US Individual Income Tax Return
Form 1040
$560
Due Date: April 15
Profit or Loss From Business (Sole Proprietorship)
Schedule C
$259
Due Date: April 15
Schedule E
$199
Due Date: April 15
U.S. Return of Partnership (LLC) Income
Form 1065
$970
Due Date: March 17
U.S. Corporation Income Tax Return
Form 1120
$1,070
Due Date: March 17
U.S. Income Tax Return for an S Corporation
Form 1120-S
$1,060
Due Date: March 17
U.S. Income Tax Return for Estates and Trusts
Form 1041
$726
Due Date: April 15
* The due date for 1040NR depends on the circumstances for the taxpayer. Please contact us for details.
** Due dates for Fiscal-Year taxpayers vary on a case by case basis – contact us for details.
*** Other forms are available as required, such as Schedule H for Household employers. Contact us for details.
Standard
Identity Theft Restoration
Preparation of your Tax Return
Electronic filing of federal tax return(s) to taxing authorities
$1.000.000 Tax Audit Defense
Premium
Premium returns include all standard features
In-depth tax review of your tax return
Access to the expertise of our tax professionals
Tailored counsel to enhance your overall tax strategy
