Services
Tax Preparation
Tax preparation services include a review of your tax situation, preparation of the tax forms, and electronic filing of your tax returns. We bill by form.
Individual Income Tax Returns
1040 and WI Form 1
Each additional Form*
Schedule C - Sole Proprietor*
Schedule E - Rental Properties*
Schedule F - Farm Income*
$275 base fee
$10/form
$50
$25
$50
Additional States*
$25
*in addition to Individual return
Schedule 4835 - Farm Rental*
$25
Form 8824 - Like-Kind Exchanges*
$100
Form 3115 - Application for Changing Accounting Method*
$100
Business Returns
1065 and WI Form 3 - Partnership return
$525
1120 and WI Form 4 - Corporation return
$525
1120S and WI Form 5S - S Corp return
$525
1041 and WI Form 2 - Trust or Fiduciary return
$525
Bookkeeping & Accounting
Bookkeeping includes the data entry of transactions, journal entries and account reconciliations that can together form a picture of how a business is performing.
$200/month
Tier 1: Basic Bookkeeping
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Reconciling all bank accounts
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Reconciling all credit card and loan accounts
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Entering payroll transactions, if applicable
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Maintaining depreciation schedules
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Entering any year end journal entries
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Financial statements will only be provided upon request ($50 per compilation report request)(business tax return not included)
$250/month
Tier 2: Enhanced Bookkeeping
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Basic Bookkeeping services (as noted above)
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Financial statements issued on a scheduled basis (quarterly) (business tax return not included)
$400/month
Tier 3: Accounting Services
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Basic Bookkeeping services (as noted above)
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Financial statements (as noted in Tier 2)
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Up to four consultations per year
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Business tax return
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Tax planning/estimates (midyear and third quarter)
Payroll
Make sure your employees are paid and the tax reports are filed on time
$60/month
Online Payroll through Sure Payroll
Benefits include:
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Direct Deposit
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Taxes are automatically paid with each payroll
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Unlimited payroll checks per month
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Price includes up to 10 employees ($5/mo. for each additional)
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New Hire reporting included
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W2s extra
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Client enters hours & approves payroll
Price Varies
Paychex partnership
Benefits include:
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Quarterly or annual payrolls for a lower cost
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Our office enters the wage amount and tax amounts into the Paychex system
$100/hour
Consulting
Consulting session available only
April 20 - December 31.