Additional schedules: $100 each
W-2 preparation and filing: $30 per form
1099 preparation and filing: $30 per form, per recipient
Bookkeeping and document preparation: starting at $275
Starting at $85 per month. Optional year-round support. Pricing varies by advisory level and needs.
Optional year-round support designed to help you stay ahead, not react.
Includes:
IRS notice support
Basic tax questions throughout the year
Light planning guidance
Priority support during tax season
Includes:
Everything in Essential Advisory
Small business tax planning
Quarterly check-ins
Guidance on estimated taxes
Audit support coordination
Includes:
Everything in Business Advisory
Year-round CPA access
Proactive tax planning
IRS correspondence handling
Priority scheduling and escalation
Clients who prepay annually lock in pricing, save compared to monthly billing, and receive priority service.

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