Taxes quote...

Simple Returns- $200

•1 or 2 jobs/W-2s

•Standard deduction

•1040 unitemized deductions

•No dependents or complex dependents (just filing for child credit, nothing extra complex)

•No business income or side hustle

*In and out returns

Moderate Return- $300

•Multiple W-2s, plus some extra forms (1099-INT, 1099-DIV, student loan interest, etc.)

•Dependents with some credits (Child Tax Credit, EIC, education credits)

•Itemized deductions (mortgage, medical, donations, state/local taxes)

•One simple 1099 side hustle (no major expenses or bookkeeping required)

*Most middle-income families or working professionals land here.

Complex Returns- $400

•Self-employed or small business owner (Schedule C)

•Multiple 1099s with expenses to track

•Rental property income (Schedule E)

•Investments, capital gains, retirement distributions

•Multi-state filing or more complex deductions

*Bookkeeping is recommended.

Bookkeeping quote...

Hourly- $30-$125

•Basic: $30–$40/hr

•QuickBooks, tax knowledge, etc.: $50–$75/hr

•Clean-up work, catch-up for messy books: $75–$125/hr

Basic- $200–$400/mo

•1–2 bank/credit accounts

•Simple categorization & monthly reports

Standard- $400–$600/mo

•3–4 accounts

•Monthly reconciliations, financial statements

•Support during tax time

Advanced- $600–$1,000+/mo

•Multiple accounts, payroll, sales tax filings

•Regular meetings/consulting •Custom reporting

Clean-Up / Catch-Up Pricing...

• Messy books are their own beast. Usually $50–$100 per hour

•OR A flat $500+ per year of clean-up

Basic Bookkeeping: $200/mo

Most small biz owners: $300–$500/mo

Complex/multi-account clients: $600+