Pricing
Transparent Pricing,
No Surprises
Every business is different — but clarity shouldn’t be.
Refreshing experience. I'm so glad I found Shonty, and I look forward to working with him for a long time.
Jesse Leonardi
PlatinumMonthly Fee: Starts at
$6,000
Tax Reduction Strategy
Full Service Bookkeeping
Business Income Tax Preparation
Personal Income Tax Preparation and Planning
Planning Meetings: Bimonthly
Financial Reporting: Monthly
IRS Notice Response
Additional Virtual Consultations: Any Time, Scheduled in Advance
24/7 Cloud Access to Tax Returns and Documents
Prioritized Communication System
Monthly Newsletter
Worldwide Pickup/Delivery Service
Software Fees Included
-
Additional fees will apply:
Payroll Services
Amended Returns & Backwork
One-Time Setup & Installation
Sales Tax Filing
Preparation of Annual 1099’s
SILVER Monthly Fee: Starts at
$1,200
Tax Reduction Strategy
Bookkeeping
Business Income Tax Preparation
Personal Income Tax Preparation and Planning
Tax Planning Meetings: 2x Per Year
Financial Reporting: Monthly
IRS Notice Response
24/7 Cloud Access to Tax Returns and Documents
Monthly Newsletter
-
Additional fees will apply:
Payroll Services
Amended Returns & Backwork
One-Time Setup & Installation
Sales Tax Filing
Preparation of Annual 1099’s
BronzeMonthly Fee: Starts at
$800
Tax Reduction Strategy
Bookkeeping:Up to 30 transactions/month
Business Income Tax Preparation
Tax Planning Meetings:Annually
Financial Reporting:Quarterly
Monthly Newsletter
-
Additional fees will apply:
Payroll Services
Amended Returns & Backwork
One-Time Setup & Installation
Sales Tax Filing
Preparation of Annual 1099’s
Pricing ranges based on complexity (accounts, employees, transactions).
Flat-fee, fixed-scope — no hourly surprises.
30-day easy-exit guarantee on monthly services.
