Service Fees

SERVICE FEES

Bookkeeping

We have 3 “tiers” of Accounting service fees.

  1. Project work – Things have gotten behind or were never started and it’s tax time! Aka - shoe box and a panic mode. This is billed at a minimum of $150 per month of processing 50% up front and 50% upon completion. This can be more or less depending on the amount of transactions, credit cards, etc. If you are a start up the first few months may be significantly slower and can be adjusted according to activity. Our existing clients are our highest priority, we do project work once. We invite you to become a valued member of our client family. We get you from a reactive position into a proactive position, and keep you there.

  2. Monthly Bookkeeping Services – We work together to decide who does what, once The Accountables is assigned a list of monthly “to dos” we can assign a monthly service fee. We lock this in for you for up to a year without increase unless the amount of “to dos” increases. These fees can start as low as $175 monthly for reconciliation of accounts and review of financials.
    > Our fixed fee pricing for bookkeeping is an estimated level of effort. The final fee amount is contingent on a review of the current status of the books. This allows us to see if things are current, in need of repair or can just be maintained from current status.
    > Our bookkeeping consists of accounting and analysis, it is not limited to generating reports. We deliver data with insight. We teach you how to read your financial statements!
    > We
    set our rates to provide maximum value to you

  3. Consultation – Our consultation fees are charged for things that don’t fall in the above service items. Anything monthly required that falls outside the agreed tasks (i.e. assistance with reports for a workman comp audit, additional reports, business consultations, etc) would be billed at $100 per hour in ¼ increments. This includes phone consultations. We often throw in questions and such………sometimes it’s hard to bill for 5 mins here and there, so we don’t.


QuickBooks:

We are certified in both Online and Desktop versions. We are happy to help train you in navigation, use and entry. We have often trained ourselves right out of a job. Since it is your business and your books, you should know how to do as much as possible, even if you allow us to do it. We never hold you hostage to our knowledge.


We also offer a “wholesale” discount for your subscription. If you sign up under our QBO account, we bill you for your subscription monthly and you get a 30% discount off the retail pricing for the life of our relationship. 



Payroll

We offer payroll services through QBO subscriptions. Call for pricing


Their subscriptions start as low as $42 monthly with our 30% discount and include direct deposit options. We charge our fees in addition to that and include payment of payroll taxes, and quarterly forms for federal and state.


We also can train you to do the payroll and we do the payroll taxes and forms.


We are a team! We are happy to help you be efficient and cost effective.


Even on our fees!

Tax Preparation

We provide tax services for individuals and business. The list provided is a short overview of the top requested items. Call for needs not listed.


Pricing is subject to change. We adjust fees to meet individual client needs when multiple services are utilized. We work with all clients to determine how we can work together at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support. Terms of payment include:

  • 50% of fee is due prior to work beginning
  • Balance is due when draft is provided. Final copy and e-filing are provided once balance is paid in full.
  • 15% Military Discount

 

  • Personal Federal and State Income Tax Preparation $500 -$1,500* Call for quote
    1040 return and related statements, including the cost of e-filing or mailing (does not include audit support. Price subject to change on specialty returns and discounted returns)
  • Personal Federal and State AMENDED Income Tax Preparation $250 – $500
    Amended 1040 return and related statements, including cost of mailing (does not include audit support)
  • Business Federal and State Income Tax Preparation $650 – $2,500* Call for quote
    1120, the 1120s, 1065 and all related forms, including the cost of e-filing or mailing (does not include audit support)

Corporate Documents

Business set up:

We are so excited to help you set up your new adventure! Pricing is as follows…

  • Complete Formation (Includes entity consultation documentation, EIN/Tax ID, S-Election, CA SOI and $100 State Fee)   $950
  • Articles of Organization or Incorporation   $200
    Doesn't include State Fee (varies by state)
  • Tax Identification Number   $75
  • S-Corporation Election   $75
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