🧾 Tax Services

  • 1040 Individual Tax Return – $200
    (Includes up to 2 small businesses (Schedule C), 2 rental properties (Schedule E), and up to 50 stock/crypto transactions.)
  • State Return (per state) – $50
  • 1040-X Amended Return – $100
  • Additional Schedule C, Schedule E, or 50 stock transactions – $25 each
  • Single-Member LLC / Sole Proprietor (Schedule C) – $150
  • Partnership / Multi-Member LLC (Form 1065) – $400
  • S Corporation (Form 1120-S) – $450
  • C Corporation (Form 1120) – $500
  • State Business Return (if required) – $75
  • K-1s (additional partners/shareholders) – $25 each

📚 Bookkeeping & Financial Services

  • Monthly Bookkeeping (under 150 transactions) – $200/month
  • Monthly Bookkeeping (150–300 transactions) – $300/month
  • Clean-Up / Catch-Up Bookkeeping – Starting at $300
  • 1099 Preparation (Contractors/Vendors) – $10 each
  • Profit & Loss Statement – $50
  • Balance Sheet – $50
  • Custom Financial Reports – Starting at $75

🏁 New Business Setup Services

  • Basic Business Setup Package$150
    (Includes name availability check, EIN application, and basic business structure guidance.)
  • LLC Formation with State Filing$250
    (Includes preparation and filing of Articles of Organization + EIN application. State filing fees not included.)
  • Operating Agreement / Bylaws Drafting$100
  • State Tax Registration$75
    (Includes Sales Tax or Withholding registration, if applicable.)
  • Add-On: Business Bank Account Setup Assistance$50
💡 Bundle discounts available for multiple services. Ask for a custom quote!

📋 Payroll & Sales Tax Compliance Services

  • Custom Payroll Setup (QBO or Google Sheets)$150 (one-time)
    (Includes a customized payroll spreadsheet or QuickBooks Online setup for calculating employee/contractor paychecks, tax deposits, and tracking withholdings.)
  • Quarterly Payroll Tax Filings (Form 941)$75/quarter
    (Federal payroll tax filing; includes state filing if applicable.)
  • Annual Payroll Filings (W-2s, W-3, Form 940, etc.)$100/year
    (Includes year-end payroll summaries and required filings for employees.)
  • 1099 Preparation & E-Filing$10/form
    (For contractors/vendors; includes IRS e-filing and recipient copies.)
  • Monthly Sales Tax Filing$75/month
    (Includes preparation and filing for one state; additional states extra.)
  • Quarterly Sales Tax Filing$90/quarter
    (Includes preparation and filing for one state; additional states extra.)
  • Annual Sales Tax Filing$100/year
    (For businesses with yearly filing requirements only.)
  • Late filings, account clean-up, or multi-state registration services may incur an additional fee—quoted case-by-case.

📨 Tax Agency Issues & Response Services

  • IRS / State Notice Response – $75 per notice
    (Includes review of the notice and preparation of an appropriate written response. Additional fees may apply for follow-up or documentation requests.)
  • Penalty Abatement Requests – Starting at $100
    (Includes review of account history, reasonable cause statement drafting, and submission to appropriate agency.)
  • Estimated Tax Payment Reconciliation / Resolution – $75
    (For resolving discrepancies in estimated payments or quarterly vouchers with IRS/state.)
  • CP2000 or Proposed Adjustment Review – $100
    (Includes a review of proposed changes, response strategy, and client support through resolution.)
  • Account Transcripts & Balance Reviews – $50
    (Review of IRS transcripts and account balances; summary and next steps provided.)

📌 Note: Services do not include audit representation. All responses are crafted and submitted by a licensed CPA.

🖋️ Notary Services

  • General Notary Services (In-Person)$5 per notarized signature
    (Travel/mileage fees may apply depending on location.)
  • Remote Online Notarization (via BlueNotary)$30 per notarized act
    (Includes $5 standard notary fee + $25 remote platform/technology fee. Conducted through a secure online session with real-time ID verification and digital seal.)
🗓 Evening and weekend appointments available upon request.
🔒 Commissioned Mississippi Notary Public — fully trained and authorized for Remote Online Notarizations (RON) via BlueNotary.

📌 Coming soon: Direct booking & verification via BlueNotary link.

📌 Pricing Info & Flexibility

  • All pricing is estimated and may vary depending on complexity.
    (Each project is reviewed individually. Final fees are based on actual time, forms, and level of detail required.)
  • Bundle pricing and discounts available upon request.
    (Combining multiple services? I’ll always try to find you the best value. Just ask!)
  • CPA-prepared and reviewed.
    (All work is personally handled or reviewed by a licensed CPA — no outsourcing or junior-level prep work.)
  • Need a custom quote?
    Please reach out via the Contact page — I’m happy to talk through your specific needs and budget.