Add-ons and one-time work

Everything the packages do not cover, priced here

Most firms keep this list private and produce it on the invoice. We publish it, so you can work out your real annual cost before you talk to us. Anything here can be added to any package, or bought on its own.

The price list

Prices are per item unless stated. Where a government filing fee applies it is passed through at cost, never marked up.

Catch-up and cleanup

Quoted in writing after we see the file

Catch-up bookkeepingPer month of backlog, quoted after we see the file

from $199

Balance sheet cleanupPer year repaired: unreconciled accounts, suspense, bad opening balances

from $450

Chart of accounts rebuildIncluding historical reclassification

from $350

Migration from another systemWave, FreshBooks, spreadsheets, desktop QuickBooks

from $450

QuickBooks Online setupChart of accounts, bank feeds, rules, opening balances

$300

Payroll

Any pay frequency

Payroll processingBase fee plus per employee, any pay frequency

$45 + $9/employee/mo

Quarterly 941 and state filingsIncluded with processing, no separate charge

Included

Annual W-2 and W-3 filingPer employee

$12

New state payroll registrationPer state, plus any state fee at cost

$225

Payroll catch-up or correctionAmended 941-X, late deposits, misclassified wages

from $300

Entity and setup

State fees at cost

LLC or corporation formationPlus the state filing fee at cost

$350

EIN applicationIncluding foreign-owned entities without an SSN

$95

S corporation electionForm 2553, filed on time

$250

Late S election with relief requestRev. Proc. 2013-30 reasonable cause statement

$450

Beneficial ownership reportFinCEN BOI filing

$95

Extra filings

Beyond what your package includes

Additional state, business returnPer state, including apportionment

$175

Additional state, individual returnPer state, including part-year allocation

$125

Additional K-1Beyond the count included in your package

$65

Additional Schedule C or rentalPer business, or per property with depreciation

$125–$150

Form 1099-NEC and 1099-MISCSetup plus per form filed

$95 + $8/form

Sales and use tax returnPer filing, per state

$75

Annual state report or franchise filingPlus the state fee at cost

$125

Amended returnForm 1040-X, 1120-X or 1065 amended

from $350

FBAR and Form 8938FinCEN 114 and the statement of foreign assets

$125 / $175

Final return and dissolutionClosing out an entity properly

from $450

Representation and extras

Agreed before we start

IRS or state audit representationHourly, against a retainer agreed before we start

$175/hr

Installment agreement or payment planNegotiated and filed on your behalf

from $350

Penalty abatement requestFirst-time abatement or reasonable cause

from $300

Lender or landlord financial packageCompiled statements and a cover letter

$250

Additional advisory callBeyond the calls included in your package

$150/hr

Rush filingComplete records received inside 10 days of the deadline

+25%

Prices shown are our standard rates for straightforward work. Where a job is genuinely bigger than the description, we quote it in writing before starting, and you can say no. Nothing on this list ever appears on an invoice you have not agreed to first.

How add-ons are billed

Three rules, so there is nothing to argue about later.

Agreed before, not after

Any add-on is confirmed by email with the fee stated, and we wait for your reply. Work does not start on a verbal maybe.

Government fees at cost

State filing fees, registration fees and e-filing charges are passed through exactly as billed, with the receipt attached.

Recurring add-ons roll into the monthly fee

If payroll or sales tax becomes part of every month, we fold it into one flat monthly figure rather than invoicing you twice.

Tell us what your year actually looks like

We will put the package and the add-ons together into one annual number, in writing, before you commit to anything.

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