I offer three levels of service:
Gold: Full concierge service and unlimited questions-typically billed monthly
Silver: Regular meetings and phone support-typically billed quarterly
Bronze: Email support and quick questions-typically billed annually
Add on: Intuit’s wholesale QuickBooks offers can be billed through me using my ProAdvisor discount rate [only available for new QuickBooks accounts]
Set Up in QuickBooks: Starting at $150 for new businesses
All fees are collected in advance via check or credit card.
Tax Preparation Services
Individual tax return preparation and filing: start at $300
Individual tax return preparation with businesses: start at $400
Tax Planning Services
Available upon request for an additional charge.