- SUBSCRIBERS GET BETTER HOURLY RATES -
$150/Mo.
$500 Intake - covers 1st 3 hrs.*
1040 Only Plan
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35 Mins/Month
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10% off all other work!
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Extra Work @ $243.00/hr.​
$300/Mo.
$1,000 Intake - covers 1st 6 hrs.*
Sch. C /Sm. Biz Plan
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65 Mins/Month
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15% off all other work!
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Extra Work @ $229.50/hr.​​
$650/Mo.
$1,000 Intake - covers 1st 6 hrs.*
Strategic Plan
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2 Hrs. & 25 Mins/Month
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25% off all other work!
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Extra Work @ $202.50/hr.
$1,000/Mo.
$1,000 Intake - covers 1st 6 hrs.*
Top Tier Plan
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5 Hrs./Month
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30% off all other work!
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Extra Work @ $189/hr.​​
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Your discount extends to your immediate family & employees!
* Good Faith Deposits may BE REQUIRED for clients with tax problems/compliance issues.
Good Faith Deposit: Similar to a security deposit, this money is usually non-refundable and is held indefinitely. It is only applied to the final invoice if:
1. Client has no unpaid invoices &
2. ​Signs a waiver stating we completed the engagement in full.
For example, if there are back tax returns not filed, a upfront deposit before we begin is often requested.
Engagement Agreement(s): The Document(s) signed by a Client where the Firm's type of work (scope of duties) and responsibilities are agreed upon when the Firm is Accepting a Client's work.
PREDICTING COSTS
Our Subscription Pricing
Estimate of hours to do your project(s): We do our best to signal upfront and throughout the engagement about costs. Our website ALWAYS HAS OUR PRICING on it. When you sign your engagement, the hours included in your subscription don't expire, they roll forward the next year if unused. New clients may need more hours than what they originally subscribed for when unexpected new issues arise.
If more time is needed - special projects: Either you can change to a higher subscription to receive the best hourly rate, or the discount of that subscription level applies to the our regular rate.
Will your work require upfront fees or other deposit? Special projects usually mean staff swings into action for a period of days or weeks putting in 'extra time' AND we will send you an estimate. We may require additional upfront costs or deposits for these one and done type special events. The subscription is designed to cover predictable, recurring work such as monthly books, payroll etc. not one time catch up such as an unfiled payroll return, an amendment etc. that can pop up and need immediate action.
How to keep costs lower? Pick the right subscription plan to begin with. There isn't anything to lose, unused hours roll over to the next year.