Service Fees

Monthly billing starting at $50 per month, first-month deposit and monthly retainer required

Business Set-up and Consultation
$635 Florida Business Registration, for the following:

  • State filing / FEIN / Tax Treatment Filing, BOI Reporting, includes FL State Fee
  • Bylaws and Preliminary Minutes & Action or LLC Operating Agreement Template

Starting at $225 Single with W-2
$385 Married with W-2 & No Children
$450 Single/Married/Head of Household with W-2 & Children
$135 Schedule A (itemized deductions)
$265/hour Schedule D (Stock Trades or Asset Sales)
$150 EIC form 8867 is required
$250 for rental property (Schedule E)

State filing fee may be applicable

$600 Form 1099-NEC Schedule C & Single Member LLC with financials provided
$1200 Multi-member LLC, S or C Corp starting at with financials provided (1120, 1120s, 1065) – Includes a tax action plan and tax entries provided (Quickbooks)

Ask about our 1099 filing fees

* Bookkeeping fees may apply
* The fee includes 2 partner/shareholder K1’s – additional fees may apply

$1325 Executive Summary $2120 Financials only
$3000 Internal Report – above + charts/tables for 3-year forecast $5000 External Report – above + expanded charts/tables + 5-year forecast

We No Longer Provide Payroll Services. DIY Services Include Gusto & QBO Payroll

Full Service Providers Include Paychex. Our Referral Partner is Savanna Stanley- Taft (805)657.5016 and her email is srtaft@paychex.com