Services Price List

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Designed for freelancers, independent contractors and self-employed professionals seeking organized financial records and year-round support.

Includes:

• Up to 75 monthly transactions 
• One financial account 
• Monthly reconciliation 
• Profit & Loss Statement 
• Balance Sheet 
• Quarterly Professional Services Reports 
• Secure document exchange

Software Books subscription billed separately.

            $175.00 - Start-up fees (one-time)

Designed for growing businesses with moderate transaction volume and ongoing accounting needs.

Includes:

• Up to 150 monthly transactions
• Up to 3 financial accounts
• Monthly reconciliations
• Profit & Loss Statement
• Balance Sheet
• Quarterly Professional Services Reports for up to 5 subcontractors
• Secure document e

Software Books subscription billed separately.

         $300.00 - Start-up fees (one-time)

Payroll processing and employer compliance support for small businesses.

• Includes payroll processing,
• employee leave tracking,
• quarterly payroll filings, 
• annual payroll reporting and 
• CFSE payroll reporting.

Starting at $50 per payroll cycle plus applicable employee fees.

Payroll Software  subscription billed separately.

Custom pricing available for businesses with larger payrolls.

           $150.00 - Start-up fees (one-time)

For businesses with higher transaction volume, multiple accounts or specialized reporting needs.

Services are tailored to the complexity and operational requirements of each business.

Pricing available upon consultation

• Secure Client Portal Access 
• Ongoing Client Support 
• Scheduled Virtual Meetings 
• Business Consultations, as Needed 
• Assistance With Agency Communications, When Applicable* 

*Additional fees may apply depending on the scope of services requested.

Designed for taxpayers with straightforward filing requirements.

Includes:

• Electronic filing
• Single or married taxpayers
• Up to 4 Forms W-2
• Basic income reporting and tax review

Returns involving dependents, tax credits, investments, itemized deductions or additional schedules may require a customized quote.

For self-employed individuals, freelancers and independent contractors.

Includes:

• Electronic filing
• Completion of applicable self-employment schedules
• Review of tax information provided by the client
• Basic tax compliance review

Bookkeeping, accounting services, reconstruction of records and preparation of financial reports are not included. 

Additional fees may apply for complex tax situations or additional schedules.

For bona fide residents of Puerto Rico with self-employment income subject to federal self-employment tax reporting.

Includes:

• Form 1040-SS preparation
• Schedule C preparation
• Electronic filing

Complex tax situations or additional schedules may require a customized quote.

For individuals required to file a federal income tax return.

Includes:

• Form 1040 preparation
• Electronic filing

Complex tax situations or additional schedules may require a customized quote.

For eligible Puerto Rico residents seeking to claim the Additional Child Tax Credit.

Includes:

• Preparation of the federal ACTC claim
• Electronic filing
• Required eligibility verification procedures
• Review of supporting documentation

Tax preparation services for businesses operating in Puerto Rico.

Includes preparation and electronic filing of applicable Puerto Rico business tax returns based on the entity's tax classification.

• Corporation 
• LLC taxed as Corporation 
• Nonprofit Organizations

Federal tax preparation services for U.S. business entities, including corporations, partnerships and LLCs.

Includes preparation and electronic filing of applicable federal business tax returns based on the entity's tax classification.

• Single-Member LLC 
• Multi-Member LLC / Partnership (Form 1065)
• Corporation (Form 1120) 
• S Corporation (Form 1120-S)