Individual returns
- W-2 and standard-deduction returns
- Schedules A, B, C, D and E
- Rentals and multi-state
- Expat returns — 2555, 1116, FBAR
from $95 per return · rate card
Services
Tax, accounting and busy-season support — for accounting firms only
Everything here is delivered inside your systems and comes back to you for review. You keep the client, the signature and the relationship.
Tax returns
Prepared for your review
Every preparer holds their own PTIN. We prepare in your tax software with workpapers attached; you review, sign and e-file under your EFIN. Tax preparation outsourcing →
Business returns
- Partnerships
- S corporations
- C corporations
- Workpapers tied to the trial balance
from $350 per return · rate card
Sales and use tax filings
- Multi-state return preparation
- Filing calendars per client
- Prepared for your review before filing
[D2 — price]
1099 preparation
- Vendor W-9 collection lists
- 1099-NEC and 1099-MISC prepared from the books
- Ready for your review in January
[D2 — price per form]
Accounting
The books behind the return
Done in your client's own ledger, where you can see every entry. White label bookkeeping services · Offshore bookkeeping
Bookkeeping and write-up
- Monthly close
- Bank and card reconciliation
- Month-end reports for your review
from $250 per client / month
Accounts payable and receivable
- Bills entered, coded and scheduled for approval
- Invoices raised and receipts applied
- Aged payables and receivables each month
[D2 — included in tiers or priced separately]
Catch-up and clean-up
- Months or years of unreconciled books
- Brought current before the return
- Quoted up front
$30 per hour, or a fixed quote
Software migration
- QuickBooks ↔ Xero
- Chart of accounts rebuilt
- Opening balances tied out to the old file
fixed quote per file
Controller support for your advisory clients
- Month-end review packs
- Budget versus actual
- Cash-flow forecasts
[D2 — price]
Support for your firm
The admin that stalls returns in March
Work inside your own practice software, under the same client consent as the returns.
Busy-season desk
- Organizers sent and chased
- Missing-document lists kept current
- 8879 signatures tracked to completion
- Client folders set up in your practice tool
[D2 — hourly rate]
Second review of your own returns
- A second pair of eyes before you sign
- Clear review notes for your preparer
- Returned to the preparer on your team
[D2 — price per return]