Our Services
Tax Preparation
All costs are listed as minimum prices. If complexity varies after initial review and/or additional time is required to complete a return, additional fees will be assessed.
Complexity increases if you have a rental properties, a business(es) reported on Schedule C, Schedule K-1s from S-Corporations or Partnerships, dividends and/or stock sales or other forms of income that require additional review. If any of the listed items apply to you, expect a higher tax return fee.
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Minimum $175*
Annual personal income tax return, including Federal and one State.
*Price match if you’re considering using TurboTax. See FAQ page for how this works.
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Minimum $300
Annual personal income tax return, including Federal and one State.
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$50/State
You have filing requirements in multiple states other than where you reside in.
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Minimum $650
Annual S-Corporation income tax return including Federal and one state (if any) return. Additional fees are based on complexity and number of shareholders.
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$150/State*
You have filing requirements in a state other than where your business is located. Each additional state requires review into income sourcing (nexus) and other state filing requirements.
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If you are eligible for the Earned Income Credit in any tax year, you will receive a discount between 10-50% on your tax return fee.
This is to honor equitable fees based on financial capabilities.
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If your Adjusted Gross Income (AGI) is
$200,000 or more for Single, Married Filing Separately, or Head of Household or
$400,000 or more for Married Filing Jointly
An additional 20% fee will be assessed in your total tax return fee.
This is to honor equitable fees based on financial capabilities.
Bookkeeping Coaching Program
This program is ideal for new business owners who are either starting their practice or within the first year of their practice. As the business gets set up you want to do the bookkeeping yourself but are still seeking support and guidance.
The Bookkeeping Coaching Program centers around FreshBooks as an accounting software and breaks down bookkeeping into digestible modules. Written and video guides are provided to help you establish best bookkeeping and tax saving practices. You will have the option to meet with Nicole at every point of the program in person, over the phone or via email. Once you complete the program, monthly recurring tasks populate in Notion to keep you accountable each month.
Once you graduate from the program, Nicole will review your books on a quarterly basis and offer feedback, if any, on your bookkeeping. The goal of the program is to get you to a point where feedback is unnecessary and you’re an expert in your own books. These reviews will coincide with the quarterly tax estimates due dates to ensure the highest level of accuracy possible in your estimated tax calculations.
There is limited space for this program.
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$125 One-Time Fee
This fee covers the time it takes to set up your FreshBooks account and Notion page. However long you stay a client, you will have an active FreshBooks account with a chart of accounts specifically tailored to your business and a Notion account that allows you to organize your personal and professional life. Check out the FAQ page for more on these partnerships.
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$500
This fee includes 15-minute coaching sessions as needed and support to complete the program.
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$28.50*/month or $336.60 annually
Cloud-based bookkeeping software subscription. You’ll own your FreshBooks account and have access to all your financials. See FAQ page for more details on this partnership.
*Free trial for the first 30 days. The listed fee includes a 15% lifetime discount with FreshBooks as long as you’re a client of mine. The regular Plus price is $30/month.
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Check-in cadences:
March - Q1 due date of April 15
May - Q2 due date of June 15
August - Q3 due date of September 15
December - Q4 due date of January 15
As you learn the ins and outs of bookkeeping, I’ll provide feedback to you on a quarterly basis to ensure the information is accurate.
$125/quarter for Single/Married Filing Separate
$175/quarter for Married Filing Jointly/Head of Household
Bookkeeping Package
This package is ideal for practices that have been in business for at least one year. You’ve grown to a point where you want to offload the work, and we do the bookkeeping for you each month. The price for this package varies based on the complexity of your transactions and bank accounts and the services you need.
There is limited space for bookkeeping clients.
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$125 One-Time Fee
This fee covers the time it takes to set up your FreshBooks account and Notion page. However long you stay a client, you will have an active FreshBooks account with a chart of accounts specifically tailored to your business and a Notion account that allows you to organize your personal and professional life. Check out the FAQ page for more on these partnerships.
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Varied One-Time Fee
Getting your business financials caught up to the current period.
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$28.05*/month or $336.60 annually
Cloud-based bookkeeping software subscription. You’ll own your FreshBooks account and have access to all your financials. See FAQ page for more details on this partnership.
*Free trial for the first 30 days. The listed fee includes a 15% lifetime discount with FreshBooks as long as you’re a client of mine. The regular Plus price is $33/month.
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$150/month for sole proprietors
$225/month for S-Corporations
Monthly categorizing and reconciliation of your business’ books including financial insights and metrics on how the business is doing.
Base fees increase based on average monthly transactions and benefits included in payroll reconciliations.
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$125/quarter for Single/Married Filing Separate
$175/quarter for Married Filing Jointly/Head of Household
Review your business’ income and estimated Federal and state quarterly tax payments due.
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Billed at $200/hr whenever you need it
As a business grows, you likely might want to discuss and resolve tax issues and review tax implications of business decisions over the phone and on a video call. Anything out of scope of the normal bookkeeping and quarterly tax estimates are billed based on time needed. You only pay for the time spent and when you want to spend it.
Tax questions that take less than 5-10 minutes to respond to are never billed.
Personal Offerings
Quarterly Tax Estimates
Minimum $125/quarter
Review your household income and estimate the Federal and state quarterly tax payments due. This service is helpful if you want to manage your cashflow in real time and financially prepare for your tax liability.
Financial Coaching
$200/hour
To help achieve any financial goals you have. Sessions may include reviewing asset and debt balances, addressing financial anxieties and creating action-oriented plans.
Tax
Planning
$200/hour
To help you understand the tax implications of certain life events like early retirement distributions, inheritance, divorce, selling of investments, or other life events.
Business Offerings
Quarterly Tax Estimates
Minimum $125/quarter
Review your business’ income and estimated Federal and state quarterly tax payments due. This service varies based on the complexity of your business. This service is helpful if you want to manage your cashflow in real time and financially prepare for your tax liability.
Accounting & Tax Consulting
$200/hour
Based on specific business needs. Examples include financial analysis, project modeling and budgeting, financial statement review, tax implications of certain actions, etc.
S-Corporation Formation
$800 One-Time Fee
Taking the leap to become an S-Corp is exciting and a lot of work! This fee includes filing Form 2553, registering your business with your state’s employment department, set-up with a payroll provider and guidance on how to set up and manage your benefits.