10% off for annual prepayment
Pay for the year up front and the plan is discounted.
Pricing
Estimate your individual tax preparation fee.
Start with the base preparation fee, then select the forms and circumstances that apply to your return.
This estimator provides a preliminary minimum fee. Final pricing is confirmed after TaxFM reviews the scope and documentation.
Looking for monthly bookkeeping? See the plans →Base Fee
1040 Preparation Base Fee
Includes Standard Deduction, up to 3 W-2s, 1099-R/G/C/SA/INT/DIV, IRA/HSA, educator expenses, SE tax, and one state return.
Step 1
Choose the business return.
The form defines the filing structure. Activity and record quality determine the final fee.
What preparation includes and which records are neededBase fee
Partnership · Form 1065
Includes the federal return, up to three K-1s, Schedules B, L, M-1 and M-2, and one state return.
Bookkeeping Plans
Monthly bookkeeping, priced up front.
Three monthly plans for businesses that want books kept current all year — without an expensive reconstruction before tax season.
Who each plan fits and how the service worksIncluded
IncludedIncludedIncluded
Every month your bank and card statements are matched to the books line by line, so the balance in your reports is the balance in your account. Duplicates, missing deposits and bank errors surface within weeks instead of at year end.
50100250
A transaction is one line on a statement: a purchase, a deposit, a transfer, or a fee. The limit counts all accounts together. A busy month that runs over is billed in $5 blocks of five additional lines rather than automatically moving the business to a larger plan.
247
How many accounts are carried in the books: checking, savings, credit cards, lines of credit. A personal account used for business counts as one, and the sooner it is separated the cheaper your bookkeeping becomes.
IncludedIncludedIncluded
Two statements each month: what the business earned and spent, and what it owns and owes. These are the reports a bank, a landlord or an SBA lender asks for, and the ones your tax return is built from.
Not includedIncludedIncluded
Wages, withholding and employer taxes in the books are tied out to what your payroll provider actually reported on Forms W-2 and W-3. A mismatch between payroll filings and the return is one of the most common reasons a small business gets an IRS notice.
Not includedIncludedIncluded
Processors deposit your sales net of their fees, but report the gross amount to the IRS on Form 1099-K. Income is recorded gross and the fees are recorded as an expense, so your revenue matches the 1099-K and the fees are not quietly lost.
Not includedIncludedIncluded
A call each quarter to walk through the numbers together: how the year is tracking, what the margins are telling you, and what the next estimated tax payment should be — decided before the deadline rather than after it.
Not includedNot includedIncluded
Reporting beyond the standard statements: cash flow, side-by-side comparison with earlier periods, and results broken out by product line, location or project — set up around the decisions you actually make.
per month$200$300$450
Three past months free
New clients get the three months before the engagement caught up at no charge with any monthly plan.
No long-term contract
Cancel at any time with two weeks' notice.
Software billed separately
QuickBooks or Xero subscriptions are billed to you by the software company directly.
Setup, cleanup and useful add-ons
QuickBooks or Xero setup consultation
$80Chart of accounts, connections and workflow review.
Bookkeeping cleanup or catch-up
from $80/hrQuoted after a diagnostic review of the file and statements.
1099 preparation
$25 setup + $10/formVendor information must be complete before filing.
Custom plan: let’s talk.
A custom plan can add invoicing and receivables, bill pay and payables, inventory, sales tax, and other work specific to your business.
Payroll Support
Payroll that agrees with the books and the tax return.
TaxFM coordinates payroll through a third-party provider and keeps owner compensation, payroll filings, and the general ledger working from the same numbers.
How setup and ongoing support workPayroll-provider setup
from $200Initial company setup, payroll accounts and implementation support.
Ongoing payroll support
from $80/moRoutine coordination, review and help with payroll questions.
Payroll consultation
$80/hrOn-demand review before hiring, changing owner pay or correcting a process.
Support may include
- Federal and state employer-account setup coordination
- Employee and owner-payroll onboarding
- Pay schedules, deductions and withholding review
- Quarterly Forms 941 and state-filing reconciliation
- Annual Forms W-2, W-3 and 940 reconciliation
- Reasonable-compensation and accountable-plan coordination
Payroll software subscriptions are paid directly to the provider. Corrections, prior-quarter filings, notices and multi-state payroll are scoped separately.
Discuss payroll supportBusiness Tax & Advisory
One annual relationship instead of disconnected projects.
For owners who want the return, payroll, entity compliance and planning reviewed together throughout the year.
In order
The return, the deadlines and payroll all work from the same numbers. Nothing gets lost, nothing gets filed on the last day.
$250per month · 12 months
- Business return credit up to $1,250
- Payroll setup coordination
- IRS/state power of attorney when needed
- Entity-compliance calendar
- One tax-planning meeting a year
- One hour of notice or audit support
The year, planned
The year is worked out in advance: what to pay in estimates, what to take as salary, what to take as a distribution.
$400per month · 12 months
- Everything in In order
- Quarterly estimated-tax projections instead of guesswork
- A salary-and-distribution plan for the owner, set for the year
- Reasonable-compensation report for up to two officers
- Accountable-plan setup or review
- Two tax-planning meetings
- Two hours of notice or audit support
Quarterly partner
You look at the numbers every quarter rather than once a year, while there is still time to change the outcome.
$650per month · 12 months
- Everything in The year, planned
- A quarterly review: plan against actual, what moved and why
- Reasonable-compensation report for up to three officers
- Three hours of notice or audit support
- Three lender or advisor responses
- Priority coordination across books, payroll and return
Fractional CFO
When the business has money moving through it, and nobody whose job is to watch it.
Past roughly $200,000 in revenue an owner usually stops holding the finances in their head, and a full-time finance hire is still a long way off. I spent years as a CFO before moving into tax, and I do that work part-time: I get inside your numbers and take part in the decisions that move them.
What that covers
- Cash-flow forecasting — when the money runs short, and what to do before it does
- Budget against actual every month, with the reasons for the gaps
- Margin by service, job or location: what earns, and what quietly eats
- Pricing and hiring worked out before the decision, not after it
- Owner salary and distributions — what can come out without hurting the company
- A lender or investor package when financing comes up
- An annual plan, and the handful of numbers we watch together
How it starts
- A conversation: we look at the state of the books and decide whether this is worth doing at all.
- A scope document: what I do, how often, and in what form you receive it.
- A fixed monthly fee, set by the scope rather than by the clock.
Scope and fee depend on the state of the books and on how much moves through the business, which is why there is no price list here. The first conversation costs nothing and ends with a straight answer about whether this is a fit.
Discuss financial support