Services

Tax preparation

Federal and Colorado basic individual income tax.

$200

Additional forms attached to 1040 such as business income, capital gains, itemized deductions, and rental income usually run about $75 each. See FAQ for details.

Bookkeeping

Keeping the books and records in order to make tracking your business income and filing taxes easier. We have different options based on your business size and needs.

  • Basic Bookkeeping:

For the service-based solopreneur with a low client load or seasonal work. We track up to 50 transactions a month so that you can keep track of your cash flow without worry!

$130/month

  • Small Business Bookkeeping:

Includes account set-up, monthly transactions categorized and reconciled, estimated quarterly tax payments, and Quickbooks Online subscription.

Starts at $247/month for up to 100 transactions. See FAQ for additional pricing information.

Payroll

If you’re thinking about hiring, or already have employees, it can be a pain to stay on top of payroll, payroll taxes, and employee benefits. We take this off your hands, and integrate the whole system with the rest of your books.

Schedule a free consultation to discuss your business situation so we can get you set up with the right plan.

Done-with-you

Just need help getting things set up and learning how to file your own taxes? I offer “done-with-you” taxes and bookkeeping.

$120/hr

Frequently asked Questions

Schedules A-E are usually $75 per schedule, but they may be more if you have a complicated situation.

Schedule A is your itemized deduction, which includes mortgage loan interest, medical bills, state and local taxes, and charitable giving. We’ll only file a Schedule A if these things add up to more than your standard deduction to get you the best tax return possible.

Schedule B is taxable interest and ordinary dividends. We file Schedule B if your interest and dividends are more than $1500. There may be additional fees if we need to file extra pages.

Schedule C is business or self-employment income. If you have a 1099-NEC, or if you run your own business or freelance, we’ll file Schedule C to report your net income from the business and calculate your self-employment tax. If you need to bring in your receipts and bank statements to get the accounting together, I can help you with that for an additional hourly fee.

Schedule D is capitals gains and losses. There may be additional fees to file this if you had certain types of investments, or if you have multiple pages in your 1099-B that we have to enter by hand.

Schedule E is a catch-all for several different types of income and loss. The most likely case for this one is if you have a rental property. There may be an additional fee if you have multiple rental properties.

You may also see on your completed tax return Schedules 1, 2, and SE. We generally do not charge extra for these, since they are an intermediate step to transfer the information from Schedules A-E to your 1040.

There are some additional forms that we may charge for, for instance, form 8962 for the Premium Tax Credit, and Schedule EIC for the Earned Income Tax Credit. We recommend that if you have either of these, you go to
https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free,
as you may qualify for free tax help.

Usually additional forms are $25.

Disclaimer: Additional forms not listed here may incur additional charge. We will endeavor to give you the most accurate quote possible based on the information you give us, but if there’s missing information, the price may be different than the quote.

The Small Business Bookkeeping package includes  categorization and reconciliation of up to 100 transactions, estimated quarterly tax payments, and a Quickbooks Online subscription with account set-up (or check-up if you already have Quickbooks Online)

If you sign a contract for a year-long subscription, or pay in advance, the package also includes your 1099’s filed and sent, as well as your federal and state taxes filed.

If you average more than 100 transactions per month, the cost is $100 per 50 additional transactions.

Sales tax costs $24 per form filed.

Inventory and payroll depend on your business, so schedule a free consultation with us to discuss your needs for those.

In most cases, if you make under $79,000, you can get free tax help at https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free. However, every tax situation is different, so if you

  • run a non-profit or offer a sliding scale to your clients or work with marginalized or low-income clients
    AND
  • your AGI is below $80,000
    AND
  • your tax situation is too complicated for the free options

set up a call to discuss your options with me.

If you’ve started your business with in the past year, I also offer a free hour-long consultation with the Just the Basics package to help you get your bookkeeping and taxes off the ground.

I volunteer at Tax Help Colorado during the tax season. No one who earns under $80,000 a year should have to pay to get their taxes filed, so it’s important to me to help make that possible.

One of my favorite things to do is help business owners figure out the technicalities of their business. Even if you aren’t ready to hire a bookkeeper, you can take advantage of my free consultation call. I can give you a lot of information in 15 minutes if you come prepared with a list of questions. I’ll answer all your questions or direct you to someone who can, and there’s no charge or obligation with that initial call!

I also offer a sliding scale for businesses that help marginalized or low-income clients, for new businesses, and for non-profits.

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