Bookkeeping and Tax Bundles
Monthly bundles that cover your books, your tax filings and, if you need it, payroll. Pick the one that fits, add what you need, or ask us to build a custom package.
Included in every bundle
Every add-on below works with any bundle.
Choose the Support Your Business Needs
Essentials
$495/month
Billed monthly
Your bookkeeping foundation
- Monthly bookkeeping
- Monthly financial statements
- Sales tax reporting
- 1 owner personal tax return
Essentials Plus
$595/month
Billed monthly
More complete tax support
- Everything in Essentials, plus:
- Quarterly review
- Business entity tax return
- Franchise tax reporting
Advantage
$995/month
Billed monthly
Accounting, tax and payroll
- Everything in Essentials Plus, plus:
- Payroll for up to 10 employees
- 2 owner personal tax returns total
- Quarterly tax estimates
- Quarterly tax-planning meeting (up to 1 hour)
Custom
Let's talk
Contact us for pricing
Built around your business
- Tailored service package
- Choose the support you need
- Pricing based on your scope
Add-On Services
Add what your business needs to any bundle. Monthly add-ons are billed with your bundle.
Bookkeeping & Accounting
| Catch-up bookkeeping | Package price less 10% |
| Historical cleanupQuoted after a scope review | $125/hour |
| Additional bank account | $25/month each |
| Additional credit card | $25/month each |
| Accounts payable / bill payment | $350/month |
| Accounts receivable / invoicing | $350/month |
| Job costingMay vary by industry | $250/month |
| Inventory accountingMay vary by industry | $300/month |
Credit Reporting
| Personal credit tradeline reporting | $20/month |
| Business credit tradeline reporting | $20/month |
Tax
| Quarterly tax estimatesIncluded in Advantage | $25/month |
| Tax planning consultationOutside the included Advantage meeting | $250/hour |
| Additional owner tax return | $35/month |
| Additional business entity | Monthly, based on package |
| Additional state filing | $25/month per jurisdiction |
| Franchise tax return filing | $12.50/month |
| Sales tax filing | $25/month |
Payroll
| Payroll processing | $125/month + $10/employee/month |
| Quarterly payroll filings | $25/month |
| 1099 filingMinimum may apply | $5/form |
Setup & Software
| New LLC formationState filing fees not included | $750 one-time |
| QuickBooks setupBasic setup | $350 one-time |
| QuickBooks trainingRemote or onsite | $150/hour |
Pricing and Getting Started
Sign the Agreement
Listed pricing requires a signed service agreement, automatic payments, and electronic communication and document exchange.
Setup Fee
To begin: a $295 setup fee plus your first month’s bundle payment.
Good to Know
Additional charges apply when the data you provide has to be entered manually.
Tax Preparation Services
Professional preparation for individuals and businesses who want their return done without a monthly bundle.
Simple individual returns start at $149
Includes one federal Form 1040 with W-2 income and the standard deduction. State returns and additional forms are priced separately.
Individual Returns
| Return | Typical scope | Starting price |
|---|---|---|
| Simple 1040 | W-2 income and standard deduction | $149 |
| 1040 with dependents and credits | Common family and education credits | $199 |
| Itemized individual return | Schedule A deductions | $249 |
| Investments | Schedule D stock and investment sales | $299+ |
| Self-employed | Schedule C business activity | $399+ |
| Rental property | Schedule E rental activity | $399+ |
| Complex individual return | Multiple activities, forms or special issues | $499+ |
Business Returns & Additional Services
| 1065 partnership | $895+ |
| 1120-S S corporation | $895+ |
| 1120 C corporation | $995+ |
| 1041 estate or trust | $895+ |
| Amended 1040 | $249+ |
| Amended business return | $500+ |
| Prior-year return | Regular fee + $100 |
| Additional state return | $125 |
| Extension filingIncluded when we prepare your return | $75 standalone |
| Rush service | +25% |
| IRS or state notice responseApplies when the issue is not a CFP error | $200/hour |
| Tax planning consultation | $250/hour |
- Extension filing included with tax preparation
- Free return-evaluation meeting
- Notice-response rate applies only when the issue is not a CFP error
Important pricing information
Prices shown are starting prices and may increase based on forms, transaction volume, states, record condition and complexity. Bookkeeping or cleanup required to prepare a return is billed separately at $150/hour or quoted in advance. Final pricing is confirmed after document review. Government filing fees, if any, are separate.
Frequently Asked Questions
Can I add services to any bundle?
What does it cost to get started?
My books are behind. What does catch-up cost?
Is payroll included?
What if my business needs something different?
How much does a simple tax return cost?
Do I pay extra for an extension?
Are tax prep prices final?
Find Your Fit
Tell us about your business and we will point you to the bundle and add-ons that fit, or put together a custom package. Prefer email? Write to cfpsales@cashflowpros.co.
