Pricing

- Typical returns range from $400-$700 each (depends on complexity of return)

- Minimum individual tax return fee is $300

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Business Tax Returns

- Typical returns range from $700-$1,200 (depends on complexity of return)

- Minimum business tax return fee is $600

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Tax return delivery is via online portal for no charge. For each printed return requested, the fee is $50.​

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Extension Filing

- Tax Extension filing fee is $100

- Cut-off dates are the last day we require all information needed to complete your return in order to guarantee filing by the tax deadline(s)

- Cut-off dates are posted on the tax return checklist (those who do not meet cut-off dates will require an extension)

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Extension Payment

- The IRS underpayment penalty can be avoided by sending in 100% of your prior year tax liability

- If you request a tax extension payment calculation, the fee is $200/hour for the calculation & voucher. ​​

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Tax Document Drop Off (includes scanning and printing)

- $75 paid via 'Tax Drop Off' appointment *must book online*

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Bookkeeping

- Hourly rate for bookkeeping services is $100

- Basic monthly bookkeeping is $100 minimum (fees increase based on time and complexity)

- We offer monthly and quarterly financial statements based on client needs​

 

Sales Taxes

- Monthly & quarterly sales tax filings

-Hourly rate for sales tax preparation is $100

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Payroll​

- We offer weekly & bi-weekly payroll for employees at $100 per hour

- Quarterly payroll filing for $0 wage is $150

- Quarterly payroll filing for wages paid is $300

- Quarterly and EOY payroll filings (including one W2) is $450. ($50 for each additional W2)​​

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1099's

- $100 for Form 1096 issued, $25 for each 1099 issued

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Business Formations

- Entity Formation (set up LLC with Articles of Organization) is $300 per entity

- Operating Agreement for LLC $150​

- Corporate Bylaws & Corporate Resolution (C-Corps) $250

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S Corp Election 

- S Corp Election filing fee is $300 per entity and includes an Accountable Plan for reimbursement of expenses

- Timely S Corp filing is $300 per entity and includes an Accountable Plan for reimbursement of expenses (Must be filed within 75 days of entity formation)

- Retroactive S Corp Election filing fee is $750 and includes an Accountable Plan for reimbursement of expenses (Must be filed within 3 years & 75 days of entity formation)

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Payroll Account Setup

- Colorado setup fee is $350 (Payroll account setup varies by state)

- We establish the Federal EFTPS, Colorado Withholding, Colorado Unemployment, & Colorado FAMLI​​

 

Payroll Account Onboarding (For clients with existing payroll accounts)

- Onboarding fee is $150 (Payroll account setup varies by state)

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Tax Planning

- Hourly rate for customized planning is $175

- Tax planning is NOT completed during JANUARY - MAY and AUGUST - SEPTEMBER

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Consultation

- Book online for a 30-minute consultation for $100​​

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Consult with Financial Advisor 

- If requested, we can work directly with your financial advisor to form a comprehensive tax plan

- Hourly rate is $200

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Tax Resolution

- Resolves & corresponds to IRS notices and letters

- Hourly rate is $250​

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Please note: Payment in full is due at the time of invoice. Further services will not be completed before payment is received in full. Tax returns are not processed until payment is received. We do not consult on bookkeeping or payroll processes.​​