Individual Return Filing

Simple Package (W-2 Income only) 1040EZ............................$125

 Basic Package (Individual/Family)1040A, and 1040.............$175

Unlimited W2s, w/ dependents, EIC, Child Care Credit

Senior/Retired Package 1040.......................................................$125

(1099-Rs/Social Security Income only)

Standard Package (Individual/Family) ................................... $250 - $350

Basic Package, plus:  1040, Sch. D, Sch. AStandard/ Schedule A(Itemized), 

up to six 1099-R Forms, Social Security, Schedule D, Alimony, Misc. Income, Employee Expenses,

​ Long-term Care, Foreign Tax Credit, Capital Gains, K-1s, Unemployment

Student Loan Interests, Tuition & Fees, Penalties/Early withdrawals, 

Educator Expenses, Retirement Savings

Self Employed Business Return Filing

Small Business Owners Package (Individual/Family) ................................................... $350++

Standard (above), Schedule C/E/F, SE Tax, SEP, SE, Health Insurance, Business Asset Depreciation,

Standard Package, plus one of the following:

Schedule C (Sole Proprietorship/Single-Member LLC) /or Schedule E (Property/Rental)

Schedule F ( Farm), SE Tax Deduction, SE Tax, SEP/Simple Plans

SE Health Insurance Credit/Deductions, Business Asset Depreciation

Home Office Deductions, Simple Installment Sale

++additional Schedules, add $35 extra to flat fee.

NOTE: Accounting, when required, is billed hourly.

These prices assume bookkeeping is completed and in good order.

Corporate, Fiduciary & Non-Profit Package

S-Corp 1120S ........................................................................................................................$350

C-Corp 1120 .......................................................................................................................... $350

LLC Partnerships 1065 ................................................................................................... $350

Non-Profit Organizations 990 EZ ............................................................................... $450

Non-Profit Organization (Long Form) 990-Long.................................................. $550

Non-Profit Organization 990 PC ................................................................................... $350

Estate & Trust Returns 1041 ...........................................................................................$550

**Corporate packages all includes state returns

 All returns include Electronic Filing

TAX PREPARATION DEPOSIT - 50% upfront and the remainder due prior to e-filing or pickup.

BOOKKEEPING AND PAYROLL SERVICE RATES

***INITIAL NEW ACCOUNTING CLIENT RETAINER: Two months service fee (down)

***HA will work with year round clients needing monthly services

 with setting up a flat monthly rate 

based on an evaluation of workload and hours estimated prior.​

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One Time Fees:

Business Consultation ………………............................................................. $99 (One-Time Fee)

Initial QB file set-up fee* ……………………….…………………...................$250 (One-Time Fee)

*(Includes Chart of Accounts Setup, customization and initial balance sheet setup)

Annual Filing Fees:

W-3/1096 Processing ...................…………………….....................................$50 (Annual Fee)

​ + Cost to print each W-2/1099/W-3/1096 Year End Form…….........…$4 each person

Confidential Personal Property Return (Orange, Seminole, Lake County Only)....................$60.00 per year*

Hourly Fees: Assistants / Manager / Lind

Bookkeeping [REMOTE/OFF-SITE]………………........................................................................$85.00 per hour

Bookkeeping [OUR OFFICE] …………...................................................................$65.00 per hour

+ Travel [STANDARD RATE].............………………………..........................…..$60.00 per hour

Review of Accounting Software & Evaluating of Accounting Process…. .$85 per hour 

QuickBooks Training/ Bookkeeping Consulting…………........................…$85 per hour 

Evaluation of bookkeeping and records………….…................................…$85 per hour

EA/Tax Audit Representation …………………………….......................…. $85 per hour

Payroll Service Fees:

Quarterly Payroll Tax review & Report Preparation (Federal & State)....... $200 per Quarter

Quarterly Payroll Report Preparation ONLY (Federal & State) ………….. $100.00 per Quarter

Payroll Services Monthly Flat Fee (less than 5 employees) …...............…$90 per month

Payroll Services Monthly Flat Fee (less than 10 employees) ….............…$120 per month

Payroll Services Monthly Flat Fee (11-25 employees)….......................….. $180 per month

+ Per paycheck processed …………………………………………………. + $2.50 per employee

Flat Fee Bookkeeping Fees:

Flat Fee Minimum Monthly Bookkeeping is $225.00 per month.

**If your account requires more work, we have different levels you will be placed into, pricing as

follows:

Level 2- $280

Level 3- $400

Level 4- $500

Level 5- $625

Level 6- $750

Level 7 -$850

Level 8 -$900

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**Note:

• Bookkeeping monthly fee only includes date entry into bookkeeping software, reconciling,

communications regarding transactions, & balancing each required register. It will not include other

additional services, & you will be billed additional for those.

• If the Level 1 Bookkeeping hours exceeds 4 hours more than 3 months consecutively, we will

inform you to upgrade to Level 2 bookkeeping at $280 per month.

***HA will work with year round clients needing monthly services with setting up a flat monthly rate based on an evaluation of workload and hours estimated prior.

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Cannabis Industry clients subjected to alternative fees.

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WE ACCEPT PAYMENTS VIA credit cards, checks, Zelle and cash.