Business Tax Returns, Bookkeeping & Payroll

K-1s for additional partners/shareholders (0ver 3) - $100/each
Business Credits -$100-$300/each
Reconstructions of basis/ capital accounts -$200-$500
Exiting partner(s)/shareholder(s) /liquidation-$150-$500
Sale of business assets (4797, 6252, 8949)- $100-$500
COGS -$100-$300
Depreciation/Amortization -$25/asset

Bookkeeping services

(Quickbooks/Xero)

Business Tax Returns: (1120, 1120s, 1065)

Payroll for S/C corporations

Quickbooks/Xero setup consultation $80
Quickbooks/Xero clean up -Getting ready for tax return preparation $80/h
Monthly packages are available
Quickbooks/Xero software cost is an additional charge directly to Quickbooks/Xero
To get started with Bookkeeping, please fill out a bookkeeping organizer.
1099 filing -$25 new company setup +$10/form

Clients are responsible for Gusto subscription cost. Approx. payroll administration cost: $49+$6/employee per month.
CA EDD account registration -$199* Other states EDD -price vary.

all prices are valid until 06/01/2026

Business Tax & Advisory Packages

Starting from $299/month, 12-month contract and including:

Business Tax return preparation (1120,1120s, 1065) -up to $1250 credit
Payroll Setup with Gusto
IRS/State POA
Accountable Plan
Entity Compliance
Reasonable Compensation Report
Tax Planning & Advisory
Audit Support
Response Letters to Lawyers, Lenders, Financial advisors
See Detailed Pricing and terms

Simple sales tax return-$120+ return**
Complex sales tax return -contact for details
CA used car dealership tax return: -$300 for 10 car sales, plus $15 for each additional sale.
$0 Sales Tax returns -$25
**Clients must provide information about collected sales tax

Sales Tax

Base Fee Includes the Following:

Federal Form 1120, 1120S or 1065
K-1s up to 3 partners/ shareholders
Schedule B, L, M1, M2
1 (one) state return

Base Fee Price Range:

Gross Revenue is under $250K -$ 940
Gross Revenue is over $250K -$1040

Additional Items (charged on the top of the base fee)

Foreign disclose forms (8938, 5472, 5471, etc) -$300-$600
Amended Business returns -$300-$600
Late S-corporation election -$150
Priority/Rush Business Tax Preparation (engagement signed and documents uploaded less than 30 days before tax deadline) -$350
No activity 1065/1120S/1120 -$490
(No income, no expenses, no beginning assets, no beginning liabilities).

1120, 1120S, 1065 filers get personal returns at 25% off (if business return isn't discounted)
7004 business extensions -FREE with a signed business tax preparation engagement
Gusto Payroll Setup -FREE with a signed Tax preparation or Bookkeeping Engagement.
Lender letter -FREE with bookkeeping services.

*Business tax return filers must provide an Income Statement and Balance Sheet prepared by an accountant/bookkeeper, or request bookkeeping services to review books.

Additional Business Services

Discounts and FREE Services

LLC/Corporation Compliance

Timely S corporation election -$99
Late S-corporation election -$150
Statement of Information -$69 +state government fee
Accountable Plan Setup -$69
S and C corporation reasonable compensation report $119/report (see a sample)
Other entity services
Lender letter -$120

$599 Business Client Care Package

(retail value - $2054)

Running a business means unexpected challenges can arise—this annual care package is designed to give you the proactive support you need so you can focus on growth, not worry.

What's included:

Quick emails with general tax law or bookkeeping questions throughout the year ($59 value)
Business Power of Attorney for IRS & State ($100 value)
Off-season annual tax or bookkeeping consultation (1 hour) ($275 value)
Up to 3 hours of tax resolution or correspondence audit representation, such as response to tax notices, representation before the IRS or State) ($885 value)
First-time penalty abatement (if eligible) ($295 value)
Payroll Setup appointment with Gusto ($199 value)
Transcript monitoring ($350 value)
Tax Clarity Community ($90 value)

Client Care – Tax Resolution & IRS Representation (Examples):
Resolving IRS paper audit notices, calling the IRS/ State regarding delayed or missing refunds, reviewing and responding to IRS notices, requesting and analyzing IRS transcripts, assisting with penalty relief, correcting IRS account errors, checking on installment agreements, and communicating with the IRS on your behalf.

A business client care plan can only be purchased as an add-on to your Business Tax Preparation Service. Valid for 1 year from the purchase date. There's no subscription or auto-renewal. The package is billed with the tax preparation service.