
Tax Preparation - Pricing Sheet
Welcome to Exceptional Tax Services! As your trusted partner, we're here to simplify your tax journey and pave the way towards financial success. Our expert tax preparation services are designed with coaches and consultants in mind, ensuring that you can focus on your passion while we handle the financial intricacies. We believe in your potential, your dreams, and the power of entrepreneurship. Together, let's navigate the path to wealth creation, sustainable growth, and the life you envision. Trust in us, as we are not just your accountants - we're your partners in achieving financial freedom.
There are two ways you can work with us:
1. A la carte Package
2. Full Year Package
Sole Proprietor
A La Carte Package: $775
- Annual tax preparation of your return (Business and Personal)
- Year-Round Chat Support
- Tax Deadline Reminders
- Tax Account Monitoring
Full-Year Package: $2,000
- ALL A la Carte package inclusions
- 2 Check In Meetings
- Customized Tax Savings Plan
- House of CEO Membership
S Corporations
A La Carte Package: $1,250
- Annual tax preparation of your return (Business and Personal)
- Year-Round Chat Support
- Tax Deadline Reminders
- Tax Account Monitoring
Full-Year Package: $2,500
- ALL A la Carte package inclusions
- 2 Check In Meetings
- Customized Tax Savings Plan
- House of CEO Membership
Partnership
A La Carte Package: $1,250
- Annual tax preparation of your return (Business and Personal)
- Year-Round Chat Support
- Tax Deadline Reminders
- Tax Account Monitoring
Full-Year Package: $2,500
- ALL A la Carte package inclusions
- 2 Check In Meetings
- Customized Tax Savings Plan
- House of CEO Membership
Individual 1040 Filing only
A la Carte Package: $400
- Preparation of Individual 1040 Tax Return
- Preparation of State Return (If applicable)
S Corp Business Return only
A la Carte Package: $850
- Preparation of Form 1120S S Corporation Tax Return
1099 Preparation and Filing
A la Carte Package: $25
- Preparation and Filing of 1099 Tax Return
ADD ONS:
Additional State Return: $100
Rental Property Schedule E: $150
Additional Schedule C: $400
*Most of our Clients fall within this base pricing. If there are more complex tax situations, the pricing could change and you would be notified upfront upon onboarding.