Monthly Retainer Packages All-In-One Business Packages

STARTER PACKAGE - $295

Perfect for new businesses and solopreneurs getting organized.

Price may vary based on transaction volume

✓Monthly bookkeeping & reconciliation
✓Monthly financial reports (P&L, Balance Sheet)
✓Quarterly check-in call with your advisor
✓Secure client portal access
✓Bilingual support (English & Spanish)

GROWTH PACKAGE - $495

Ideal for growing small businesses ready for proactive tax planning.

✓Everything in Starter
✓Monthly advisory call with your accountant
✓Annual business tax return preparation
✓Quarterly tax planning & projections
✓Year-round tax strategy support
✓Bilingual support (English & Spanish)

month Price may vary based on transaction volume

PREMIER PACKAGE - $795

Full-service solution for established businesses needing complete financial management.

✓Everything in Growth
✓Business and personal tax return preparation
✓Full-service payroll (up to 5 employees)
✓IRS correspondence support
✓Priority response time (within 24 hours)
✓Cash flow & budget analysis
✓Bilingual support (English & Spanish)

Month price may vary based on transaction volume

TAX PREP PRICE LIST

INDIVIDUAL SERVICE PRICING

$175.00 starting at / filing

Federal + one state return, deductions & credits optimization

$750.00 starting at / filing

Business Tax Return

S-Corp (1120S), LLC, Partnership (1065), C-Corp (1120)

Month price may vary based on transaction volume

Menu / Price List

PAYROLL SERVICES

$150.00

Full-service payroll, direct deposit, W-2s & 1099s

Business Formation

$150.00

Entity setup, EIN registration, operating agreement guidance

Notary Services

$50.00

Professional notarization available by appointment

Month price may vary based on transaction volume

Cummins Financial Services, LLC

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