Pricing

Tax Services

  • $1,800 - Business Taxes - 1065. 1120 or 1120S

  • $1,500 - No form 1125-E(under 500k gross receipts)

  • $1,000 - No Schedule L and 1125-E (Under 250k Sales and Assets)

  • Sole Prop - $750

  • Personal Tax - Start at $500

  • Form 5471 and 5472 are $300 ea

  • Schedule C and E are $100 ea after 1

  • Multi state returns are $100/state after 1

Advisory Services

  • Financial Scorecard - Included

  • Business Overview Report - Included

  • Simple Valuation - Included

  • Financial Goals - Included

  • Financial Coaching - Done with you

    Quarterly Coaching - $400/quarter (1 Meeting per quarter)

  • Monthly Coaching - $600/mo (1 Meeting a month)

  • Weekly Coaching - $2000/mo (1 Meeting a week)

  • Financial Oversight - Done for you

    Controller - $1500/mo (2-3 Meeting a month)

  • CFO - $2500/mo (4-6 Meetings a month)

  • Exit Planning - $3,500/mo (4-8 Meetings a month)

Bookkeeping Services

  • Additional Hours - $10/hour

  • AR or AP processing - Start at $250/mo

Sale Tax Services

  • 1 State - Fee Per Filing

  • Annual - $250

  • Quarterly - $150

  • Monthly - $100

Financial Planning

Financial Planning and Investment Management starting at 1% of assets

Hourly/Fixed Fee engagements are available

All tax services provided by F and S CPAs LLP and Financial Planning provided by LI Wealth Management Inc. CRD # 331924