BOOKKEEPING PACKAGES
Membership Level & Price
Individual Sole Proprietor Tier 1 Tier 2 Tier 3 Tier 4 Growth Management
175+ 250+ 300+ 400+ 500+ 600+ 1000+
*Contact us
to inquire
Revenue + Expense Reconciliation - Individual: 1 Checking, 1 Saving, 1 Credit Card Sole Proprietor: 1 Checking, 1 Saving, 1 Credit Card * *          
Up to 25 transactions/month
Revenue + Expense Reconciliation All Other Entities: 1 Entity, 1 Checking, 1 Credit Card - $50 or $75 per account added.     * * * *  
Up to 75 transactions/month
Payroll and Workers Comp Management     * *    
Sales & Use Tax Reporting     *      
Bill Pay       * *  
Monthly Invoicing         *  
Accounts Receivable Monitoring         *  
Financial Statements Quarterly Quarterly Quarterly Quarterly Quarterly Quarterly Quarterly
Unlimited Email Support * * * * * * *
24 hour response time

Are you interested in a mix & match bundled package? Please contact us for personal ized concierge package pricing

TAX RETURNS
  Single/Head Of Household/Married Filing Separately Married Filing Jointly
Federal and NY - standard deduction 250 275
Federal and NY - itemized deductions 375 400
Additional State 50 50
Sole Proprietor & Single-Member LLC 200 200
Minor Bookkeeping (starting at) 50 50
Foreign Reporting (starting at) 100 100

Additional items not list or additional schedules may incur additional fees




ADVANCED TAX RETURNS AND SPECIAL BUSINESS SERVICES
  Minimum Fee  
Not-For-Profit 500  
Estate and Gift Taxes 600+  
Federal and New York Partnership 750+  
Federal and New York Partnership PLUS Individual* 1300 *Pricing subject to change for additional schedules or MFJ filing status
Federal and New York State and City S-Corporation 1000+  
Federal and New York State and City S-Corporation PLUS Individual* 1550 *Pricing subject to change for additional schedules or MFJ filing status
Federal and New York State and City Corporation 1000+  
Additional State/Local 250+  
Prepared Response to IRS, State or Local Government 250  
QuickBooks Online Account Creation - Vendor, Customer, Employees list and Instructional PDF 750  
Catch Up Bookkeeping 1200/qtr.  
Annual Reconciliation and Year End Reports Call for a Quote!  
Phone Consultations and Friendly Hello's Absolutely Free!  

**ALL PRICING ARE BASIC ESTIMATES, INDIVIDUAL CASE MAY VARY.

***ALL BOOKKEEPING WORK REQUIRES DEPOSITS DUE UPON ENGAGEMENT AGREEMENT.


PAYMENT OPTIONS
Fee
Cash • eCheck Free
Credit Card • PayPal • Square • Cash App 3.00%