Pricing
Simple, transparent pricing.
Flat monthly bookkeeping packages, a clear per-form tax-prep fee schedule, and an NDA + service contract with every client. No surprises.
Monthly bookkeeping
Flat-fee packages, software included.
Flat monthly fee, software included. Your package scales with transaction and deal volume — no surprise add-ons.
Explore LedgerHub — the accounting software included with every plan
Starter
Solo & early-stage
$450/mo
- Monthly bookkeeping (up to 250 transactions)
- LedgerHub accounting software included — no separate subscription
- Bank & credit-card reconciliations
- Monthly financial reports
- Books reviewed by a CPA
- Email support
Growth
PopularGrowing businesses
$750/mo
- Bookkeeping (up to 450 transactions)
- LedgerHub accounting software included — no separate subscription
- Payroll for up to 5 employees
- Financial reports & cash-flow analysis
- Books reviewed by a CPA
- Priority support
Full Service
Multi-entity & high-volume
Starting at $1,200/mo
- Unlimited bookkeeping
- LedgerHub accounting software included — no separate subscription
- Payroll for 10+ employees
- Multi-entity management
- MCA / syndicate tracking
- Dashboards
- Monthly CPA review
- Dedicated account manager
Custom projects
$65/hourNo monthly commitmentPay by the project or the hour — the flexible way many clients prefer to work, with no monthly commitment.
- Catch-up / cleanup bookkeeping
- Historical reconciliations
- Custom tools — commission trackers, invoicing, bespoke reports
- One-time or ongoing — no retainer required
Software optional — LedgerHub accounting software isn't bundled with hourly work — but you can add it for an affordable flat monthly rate, well below off-the-shelf tools, with features built for how your books actually work.
Protected, both ways
For your peace of mind, we sign an NDA and a service contract with every client — keeping both parties fully compliant and protected.
Tax preparation
Clear, per-form tax pricing.
Straightforward fees for individual and business returns — CPA-reviewed and e-filed. More complex situations are quoted up front, before any work begins.
Basic tax return preparation
| Service | Description | Fee |
|---|---|---|
| Form 1040 — Individual return | W-2 income, standard deduction, basic credits, and state return | $350 |
| Form 1040 with itemized deductions | Includes Schedule A (medical, taxes, mortgage interest, charitable) | $370 |
Additional forms & schedules
| Form / Schedule | Description | Fee |
|---|---|---|
| Schedule C | Profit or loss from business (self-employed income) | From $270 |
| Schedule D | Capital gains & losses (fewer than 5 transactions) | $65 |
| Schedule E — Rental | Income from rental property (per property) | From $255 each |
| Schedule E — K-1 | Income from an S-Corp or partnership (Form K-1) | $85 each |
| Schedule SE | Self-employment tax | $30 |
| Form 1099 | Additional income statements (interest, dividends, and similar) | $20 each |
| Form 1099-R | IRA distribution | $65 each |
| Form 5498 | IRA contribution | $30 each |
| Form 1098-E | Student loan interest | $35 each |
| Form 1098-T | Tuition statement | $65 each |
| Form 8995 | Qualified business income deduction | $30 |
Business tax returns
| Form | Description | Fee |
|---|---|---|
| Form 1120 / 1120-S | Corporate return (C-Corp / S-Corp) | Starting at $800 |
| Form 1065 | Partnership return | Starting at $780 |
| LLC — single-member (Schedule C) | LLC reporting as a disregarded entity | Starting at $270 |
Additional tax services
| Service | Description | Fee |
|---|---|---|
| Tax planning consultation | Tax planning and strategy sessions | $165 / hour |
| Amended return | Preparation of Form 1040-X | $280 |
| Income verification letter | Letter to a lender confirming the returns we prepared and filed for you | $250 |
| Estimated tax calculations | Quarterly calculations for self-employed clients | $60 / quarter |
| Audit support | Representation and support in an IRS examination, under a separate engagement letter | $210 / hour |
| Rush fee | Expedited processing within 48 hours | +25% of total fee |
Filing, registration & compliance
| Service | Description | Fee |
|---|---|---|
| S-Corp election | Preparation and filing of Form 2553 | $135 |
| S-Corp state election | Completion of the state S-Corp election | $60 |
| E-file | Electronic filing of your tax return | $50 |
| Paper filing | Handling and mailing of a paper return | $55 |
| Form 2848 | Power of attorney | $65 |
| Form SS-4 | Application for an employer identification number | $30 |
| LLC formation | Articles of organization, EIN, and an operating agreement drafted for you to review and sign — the state filing and EIN are included | $350 |
| State registration | Company registration | $125 |
| BOI filing | Beneficial ownership information report filed with FinCEN | $125 |
Fees shown are starting points for standard situations; your final price is confirmed up front after we review your documents. Tax preparation is discounted for monthly bookkeeping clients.
Pricing FAQ
What it costs, answered
Straight answers on fees, software, contracts, and tax prep — no fine print.
Flat monthly packages: Starter at $450/month, Growth at $750/month, and Full Service from $1,200/month. Your tier scales with transaction and deal volume, and the accounting software is included — there's no separate QuickBooks subscription to buy.
Yes. The software is built in-house and included in your flat monthly fee. You don't license, buy, or maintain a separate accounting subscription.
No setup fees and no long-term contract. We do sign an NDA and a service contract with every client, so both sides are protected and compliant.
Tax prep is quoted separately on a clear per-form schedule. For example, an individual Form 1040 with a state return starts at $350, and business returns (Form 1120 / 1120-S) start at $800. Monthly bookkeeping clients get a discount on tax preparation.
Yes. One-time and catch-up projects are billed at $65/hour. Once your books are current, we can keep them clean with a flat monthly package.
Books you don't have to think about.
Get a free books review. We'll tell you honestly where things stand and give you a flat monthly quote — no pressure.