Service Rates

Every Client has a different need. The initial consultations are free.

There is no obligation to continue services.

If we feel that we can’t help, we’ll refer you in other directions.

FINANCIAL COUNSELING

Financial Counseling Clients, the fees are hourly rates, ranging from $15.00-$25.00 an hour. This depends on the complexity of the situations being discussed and includes preliminary research, as well as any ongoing tracking on behalf of the client (accountability partner relationship).

PERSONAL TAX

Personal Tax Clients will be charged an initial $50.00, which includes the initial interview and getting all documentation in order. After that, the hourly rate is $20.00. This includes both federal and state taxes. It also includes e-filing both federal and state taxes.

BOOKKEEPING

Bookkeeping Clients incur a $100.00 setup fee that includes initial research, initial meetings to ensure all items are captured, and creating the business profile in QuickBooks. After the initial setup, the rates are hourly, ranging from $20.00 to $30.00 an hour. This range depends on the complexity of your business.

AUDIT

Audit Clients are charged an hourly rate of $25.00. With the attention to detail and the need to validate transactions, this is a flat rate. The length of time required depends on the complexity of the business being audited.

BUSINESS TAX

Business Tax Clients will be charged an initial $100.00, which includes the initial interview and gathering all needed documentation, as well as ensuring depreciation schedules are in order. After that, the hourly rate is $30.00. This includes filing both federal and state income taxes, quarterly taxes, all needed schedules, and Arizona TPT. All filings are completed via e-file.

Payments can be made with cash, check or credit card.