Pricing

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

- Hourly rate for tax return preparation is $175

- Minimum individual tax return fee is $300

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Business Tax Returns

- Typical returns range from $600-$900 (depends on complexity of return)

- Hourly rate for tax return preparation is $175

- Minimum business tax return fee is $500

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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

- Bookkeeping is invoiced monthly

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

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

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Rush Fee

- A rush fee of $300 will put your return first in line

- Tax returns are processed on first in/first out basis

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Payroll​

- We offer bi-weekly, quarterly, or annual payroll services

- Hourly rate for payroll is $100

- Payroll is invoiced monthly

- As a payroll client, we process all your payroll filings including:

           W2's, Quarterly & Annual Payroll Reports​​​​​​​​

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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​​

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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 $250 hour ​​

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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 $600 and includes an Accountable Plan for reimbursement of expenses (Must be filed within 3 years & 75 days of entity formation)

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BOI Report

- This is a new requirement for nearly all LLC's for 2024

- Fee for filing and maintaining records is $200

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Tax Planning

- Hourly rate for customized planning is $175

- Tax planning is NOT completed during JANUARY-APRIL and AUGUST- OCTOBER

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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 $175

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Business Formations

- Get consultative advice on the formation of your business entity

- Determine whether being an S Corporation makes sense for your business

- Entity Formation only (set up LLC, Articles of Organization, & Operating Agreement) is $300 per entity

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Tax Resolution

- Resolves & corresponds to IRS notices and letters

- Hourly rate is $175

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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. ​​