Services

Each service with what it includes, the problem it solves and what it costs. If your case needs something different, we talk it through before starting.

ITIN (Form W-7)

$249

We file your taxpayer identification number as an IRS-certified agent.

What it solves

You need to file taxes or be claimed as a dependent, but you do not qualify for a Social Security number.

What's included

We are an IRS-authorized Certifying Acceptance Agent (CAA)
We verify your original passport and hand it back the same day
We issue the Certificate of Accuracy (COA) that goes with your application
We prepare the tax return the IRS requires alongside Form W-7

Renewing an existing ITIN: $149. Does not include preparing the tax return.

Start my ITIN

Personal tax returns

From $250

We prepare your federal and state return, whether you have W-2s or 1099s.

What it solves

You worked all year and do not know whether you owe or get a refund, or which deductions apply to you.

What's included

Federal return plus the state where you worked
Review of child and earned income credits
A full copy in your portal, available whenever you need it
Service in Spanish or English, start to finish

$250 with W-2 income. $290 if you are self-employed (1099), because it includes Schedule C.

Business tax returns

From $649

Returns for LLCs, S-Corps, C-Corps and partnerships.

What it solves

Your company grew and it is no longer the same form; a misclassified return changes what you pay.

What's included

Federal and state business return
The schedules that match how the entity is formed
K-1 for each partner when it applies
A review of the tax classification before filing

Based on company size and transaction volume. We confirm the exact amount before starting.

Business formation

Depends on the state

We open your LLC or corporation, with state and federal registration.

What it solves

You want to invoice under your business name and open a bank account, but you do not know what to register or in what order.

What's included

Articles of formation and state registration
EIN (federal number) with the IRS
S-Corp election when it makes sense
DUNS number and 500 business cards

The cost depends on the state of registration: Maryland and North Carolina filing fees are not the same, and expedited processing is priced separately. We give you the exact amount in the first conversation, before anything starts.

Payroll

Depends on the state

We pay your employees and file the payroll reports.

What it solves

You hired, and now there are withholdings, deposits and quarterly forms with deadlines that do not forgive.

What's included

Federal and state withholding calculations
On-time payroll tax deposits
Quarterly reports and year-end W-2s
Onboarding for new employees

It depends on how many employees you have, how often payroll runs and which states are involved. We give you the exact amount in the first conversation, before anything starts.

Monthly bookkeeping

Depends on the state

We keep your books current so filing season is not a scramble.

What it solves

April arrives and a whole year of transactions has to be rebuilt from a pile of receipts.

What's included

Monthly categorization of income and expenses
Bank account reconciliation
Profit and loss statement and balance sheet
Books ready when it is time to file

It depends on transaction volume and how many accounts need reconciling. We work it out with your actual numbers in the first conversation.

IRS transcripts

$150

We request your tax history from the IRS when you need to know what is on file.

What it solves

A letter arrived, or a lender wants your history, and you do not know what the IRS has on record.

What's included

Account, return and wage & income transcripts
Requires Form 8821 signed by you — you sign it online
Delivered in 3 to 10 business days
We walk you through what the document says

Tax advisory

First session free

A conversation to decide before you sign, not after.

What it solves

You are about to make a decision — buy, hire, change structure — and want to know the tax impact.

What's included

First 30-minute session at no cost, online
A look at your actual situation, not general advice
A written summary of what we discussed

The first session is free. From the second one on, $120 per hour.

Credit building

$149

Monthly work on your personal and business credit report.

What it solves

You were denied a loan or a lease over your score, and you do not know what is on your report or what can be corrected.

What's included

Review across the three bureaus
Disputes on incorrect information we find
A monthly plan to build history

Per month, with a 6-month minimum. Price may vary by case. No one can guarantee a score: what gets corrected is inaccurate information.

The first 30-minute conversation costs nothing. Tell us your situation and we'll tell you what can be done and what it costs.

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