Our Services
How does the tax preparation process work?:​
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Schedule your consultation to see how we can service you and/or complete and submit the client intake form.
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After the initial consultation, we will send you a a follow up email to submit documents through the client portal.
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Sign up for your client portal on BzPro (you will receive an email with more information after the initial consultation).
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Submit all required documentation.
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Tax preparation will get completed.
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You will meet with us to go over your tax return in full.
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Final payment is due ( you can pay up front or choose to have it deducted from your refund [if applicable]).
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Tax return is submitted to the IRS, State (s), and Local City.
1
Taxes
Individual taxes $400+
Joint personal (married) taxes - $750+
Business taxes - Sole Prop $500+
Partnership taxes - $750+
S-Corp taxes - $975+
C-Corp taxes - $1,200+
City/Local/County Taxes - $150+
Sales tax - $150+
Quarterly Tax Filing - $185+
2
Extra Tax Prep Fees
$200 for disorganized or incomplete files
$85 to file extensions
$400+ retainer for tax prep in the non-current year
$950 retainer for IRS audits
$250 to expedite returns
3
Bookkeeping
Silver Package - Bookkeeping
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Quarterly virtual meetings
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Bank reconciliations up to 50 transactions per month
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Monthly financial reports
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24/7 email support
Payment options:
$400/month or
$3,600 annually ($300/month) = $100 discount per month if paid annually
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Gold Package - Bookkeeping
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Bi-monthly virtual meetings
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Bank reconciliation up to 100 transactions per month
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Monthly financial reports
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Budgeting
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Variance analysis
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Tax planning
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24/7 email and phone support
Payment options:
$650 /month or
$6,000 annually (500/month) = $150 discount per month if paid annually
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Platinum Package - Bookkeeping
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Monthly virtual meetings
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Bank reconciliation up to 500 transactions per month
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Monthly financial reports
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Budgeting and forecasting
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Variance analysis
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Tax planning
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24/7 email and phone support
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Payroll up to 10 contractors/employees
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Quarterly tax filing
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30% off annual tax filing
Payment options:
$1,100/month or
$10,000 annually ($833/month) = $267 discount per month if paid annually
4
A La Carte
1-Hour consultation - $99
Budgeting Session - $300 - 750
Tax Strategy Session - $400 - 750
1099 Submission - $100
Payroll One-time Set-up Fee - $450+
Bookkeeping One-time Set-up Fee - $500+
Quarterly Bookkeeping - $1,000+