Our Services | Taxes, Docs "N" More

Suite of Tax Preparation Services

$45 Mobile Service Fee (Pickup & Delivery (15 mile radius from Office) (Roundtrip 2x)

$25 Mail Service Fee (Postage not included) $44.95 Banker's Product (Pay-by-Refund)

Basic 1040 $150

*W-2 and Social Security Income Only

* No Dependents

** 1098-E, 1098-T, EITC..

* School Readiness Credits

Extensions $75 <><><><><><><><>

Amended Returns $75

($75 plus standard return fee when original prepared by other firm

Advance 1040 $175

*W-2, Cash, Social Security & 1099 Income

* 1098-E, 1098-T, EITC, Childcare Expenses (No Schedule C)

* School Readiness Credits

Business Returns

$350+ *W-2, Cash, Social Security & 1099 Income (Single Member LLC, Sole Prop, DBA) (1 Schedule C) $400 *(Form 1041) Trust & Estate $775+ *(Form 990) Tax Exempt $1150+ *(Form 1065) Partnership & Multi-Member LLC *(Form 1120 & 1120-S) C Corp & S Corp (Includes Schedule K-1 & K-2, (K-3 upon request)

(Pricing depends on the size of the organization and how well documents are organized)

ADDITIONAL FEES ADD $100 for each additional Business or Investment Property (Schedule C, D)

ADD $50 for each Small Investment Portfolio (1-5 Investments) (1099-B) ADD $75 for each Medium-sized Investment Portfolio (6-10 Investments) (1099-B) ADD $100 for each Large Investment Portfolio (11+ Investments) (1099-B)

ADD $75+ for Foreign Income and Cryptocurrency (Individualized pricing) ADD $75+ for Inheritance Income (Pricing determined by where income derives from)

Note: Preparation fees for Tax Returns do not include bookkeeping services. An additional charge will apply for reviewing & reconciling client maintained Quickbooks, reviewing bank statements, and sorting documents & receipts in order to prepare the Income Statement & Balance Sheet for tax preparation purposes. This charge will be applied ONLY if Income Statement & Balance Sheet for tax is required to complete an accurate tax return for the business. The $45 per hour fee will be stated separately.

Our fees process: Unlike many firms we do not charge by the form or by the hour for tax preparation services but rather the time it will take to prepare the return and the complexity of the return. However, other services we provide may be charged by the hour. We provide upfront pricing for all services that are not identified as being charged by the hour which means you will know and agree to our fee for the tax preparation services prior to any work beginning or any commitments made. If it is determined that we need to provide Bookkeeping services to complete your return, you will be informed of the hourly rate to performs those services prior to that process beginning. Once we have all or at least all material information required to prepare the return or project, we will determine our fee based on your unique needs. Our fees are determined by the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed. Fifty percent (50%) of the fee will be required prior to beginning any work and the balance must be paid prior to reviewing the completed return or project. Audit Support is not included in our pricing.

Suite of Business Services

$45 Mobile Service Fee (Pickup & Delivery (15 mile radius from Office) (Roundtrip 2x)

$25 Mail Service Fee (Postage not included)

Business Setup, Compliance, Upgrade & Management

Business Setup

$250 * Register/Setup new business (Federal Tax Id, Secretary of State, LLC, Corp). State fees separate. $300 * Register/Setup new business (Federal Tax Id, Secretary of State, LLC, Corp, Tax Accounts). State fees separate. $600 * Articles of Incorporation (Organization for LLC), Create Corporate Bylaws & Appoint Registered Agent. State fees separate.

Business Compliance, Upgrade & Management

$150 * Quick-books Setup ... COMING SOON $325 * Bookkeeping ($325 monthly, $850 Quarterly (4) & $3,150 Annually) ... COMING SOON $45/Hour * Bookkeeping Cleanup ... COMING SOON $150 * S Corporation Election $275 * (Form 1023-EZ) Application for Federal Tax Exempt Status. $275 filing fee applies. $375 * (Form 1023) Application for Federal Tax Exempt Status. $275 filing fee applies. $200+ * (LAT-5) Business Personal Property (Assets and organization of information are factors in pricing) $225 * Sales Tax Report (1 Parish / 1 State) ... Audit support not included $300 * Annual Filing Preparation Forms (1098, 1099) (Up to 5, $15 each thereafter)

$45/Hour * Audit Support Assistance (Client must provide letter from taxing authority & be present for calls) $45/Hour * Audit Support Assistance (Notices from taxing authority and type appeals letter)

Suite of Credit Services

$45 Mobile Service Fee (Pickup & Delivery (15 mile radius from Office) (Roundtrip 2x)

$25 Mail Service Fee (Postage not included)

$75 Budgeting $150 Credit Building $250 Credit Repair & Rebuild $75 Personal Credit Companion

Suite of Administrative Services

$45 Mobile Service Fee (Pickup & Delivery (15 mile radius from Office) (Roundtrip 2x)

Document Creation

$35/Hour *Typing General Documents $45/Hour *Typing Legal Documents $200 *Owner-Finance Documents (Sale & Mortgage, Re-finance)

Document Review/Analysis

$35/Hour *Insurance Claim Report, Insurance Policies

Document Completion

$35/Hour *Fill out Forms, File Insurance Claims, Request Documents, such as Social Security Cards, etc.

Document Management

$35/Hour *Organize Important Documents and Financial Records *De-clutter Service / Shred Documents(2 hour minimum) * Pay Bills & Assist with Account Management

Research

$45/Hour *Owner-Operator Leases, 401k & Pension Plan Documents (Contributions, Employer Matches, Loans), Mortgage Documents, Loan Payment History *Loans (Mortgage, Auto, Personal, Buy Here-Pay here, & Cash Advance/Pay Day Loans) * Court Cases to Support Your Case Standing

Document Printing, Copying & Conversion

$25 plus $1.25/$2 per page (B/W & Color) * Print Documents (On Location & Delivery) * Make Copies (On Location & Delivery) * Convert Documents (Email)

Note: I am not a licensed Financial Advisor, CPA or Attorney, and cannot provide legal advice. If you determine that you may need specific types of specialized advice regarding any concerns revealed after the research and review of your documents, you should contact an individual or firm in that specific field to address those concerns.

Suite of Support Services

Errand Services for (Individuals, Contractors & Companies)

Appointment Sitter (2 hour minimum)

$35/Hour *Appointment Sitter (Permit Inspections, Home Inspections, Contractors, Home Servicing, Reservations, Deliveries, Stand-in-Line, etc)

House Sitter (2 hour minimum)

$30/Hour *House Sitter (Includes Mail Retrieval & Plant watering). No Pet services, $240/Day *(50% to be paid upfront)

Clean Out / Declutter Service (2 hour minimum)

$35/Hour *Home, Office and Estate Cleanout *De-clutter Service *Shred Documents

Pickup, Shop & Deliver

$25/$10 *Pickup "&" Deliver (Small items) $25/$10+/$10 *Pickup at multiple locations "&" 1 Deliver location $25/$10/$10+ *Pickup at 1 location "&" Deliver to multiple locations (Documents, boxes, appliances, parts & plumbing, electrical and construction supplies, etc)

$30/$10 *Shop "&" Deliver (Small items: See Above) $30/$15+/$10 *Shop multiple locations "&" 1 Deliver $30/$10/$10+ *Shop 1 location "&" Deliver to multiple locations

$75/Load *Pickup "&" Deliver (Truck Load) $75/$10+/$10 *Pickup at multiple locations "&" 1 Deliver location $75/$10/$10+ *Pickup at 1 location "&" Deliver to multiple locations (Medium-sized items: furniture, and appliances, etc) (Move items from storages, stores, homes, and offices to other locations)

$85/Load *Shop "&" Deliver (Truck Load) $85/$15+/$10 *Shop multiple locations "&" 1 Deliver $85/$10+/$10 *Shop 1 location "&" Deliver to multiple locations (furniture, appliances, medium - large items, etc) (move items from one location to location to another, including storage, store, home, office)

*(Rates for Pickup, Shop & Delivery tasks include delivery within 15 mile radius from pickup/shop location. ($10 per each additional 10 miles thereafter, up to 35 miles). Additional fees apply for longer distances. *Loader & Unloader required for heavy and large items.