What your tax return will cost
Pick your return type and what goes with it to see a fee range before you book.
Estimate only. Your fee is quoted in writing after we see last year's return. This page is not tax advice until you are engaged.
The services behind this fee estimate
Individual tax returns
Federal and Wisconsin returns, prepared and reviewed by a CPA.
Business tax returns
S corporation, partnership and C corporation returns, plus the owner's personal return.
Monthly bookkeeping
Reconciled books and a monthly report you can read in five minutes.
Payroll
We run your paychecks, tax deposits and year-end W-2s.
Tax planning
We set your estimated payments, check your entity and plan year-end moves before December.
Before you book
Are you taking new clients?
Yes, for individual returns until February 28 and for bookkeeping and business clients year round.
How do I send documents?
Through the secure client portal, which we set up after your consultation. You can also drop paper documents at the front desk.
Can you work with me remotely?
Yes. About half our clients never visit the office, since we meet by video and you sign everything electronically.
What does switching from my current accountant involve?
We request your records from them, reconcile and bring the books current, and monthly reporting starts the following cycle.
Want the exact number?
Or call (555) 010-2291.