Pricing Quotes

Learn more about our free "needs evaluation" with follow-up offer and pricing options.
business consultation between two persons

GENERAL PRICING INFORMATION

*Subject to review and change as needed. Your actual pricing will be included in your engagement offer, and you must initial the pricing options selected at time of contracting.

(All services require a free needs evaluation, signed/dated engagement letter specifying terms & conditions, and pre-payment of retainer or monthly arranged fees.*) Contact Jeanine Buben, MT, EA for free needs evaluation, followed up with a proposal, pricing options, and other financial service provider and attorney provider referrals if appropriate: Buben.Jeanine@comcast.net or (616) 430-5231 (text, voice).

Description

Time Contracted

Charges Required

15-minute consultation 

(prepaid)

15 minutes 

$40

30-minute consultation 

(prepaid)

30 minutes

$55

45-minute consultation

(prepaid)

45 minutes

$75

1 hour consultation

(prepaid)

1 hour

$125

2-hour consultation

(prepaid)

2 hours

$250

4-hour consult/project

(prepaid)

4 hours

$500

8-hour consult/project

(prepaid)

8 hours

$1,000

20-hour consult/project 

(prepaid)

20 hours

$2,500

40-hour consult/project

(prepaid)

40 hours

$4,000

60 hours consult/project

(prepaid)

60 hours

$5,500

80 hours consult/project

(prepaid)

80 hours 

$7,200 

Paralegal (NOT secretarial) for 12 months engagement

(25% of estimated hours paid in advance as retainer; subsequent monthly invoices with due dates)

Client-specified minimum monthly hours 

$45 per hour

Accounting (Coding, Bank Reconciliations) 12 months Contract with monthly meeting to review financials (profit & loss, balance sheet, cash flow reports)

(25% of estimated hours prepaid retainer; monthly payments invoiced with due dates thereafter)

Hours-minimum specified by client via engagement; additional hours may be added at a later time

$80 per hour or $250 per month for 12-month commitment

Tax Planning including set-up, quarterly estimates 12 months Contract

(25% of estimated hours prepaid retainer; monthly invoiced payments with due dates thereafter)

Specified minimum hours by client via engagement; additional hours may be added at a later time

$150 per hour or $400 per quarter for 12-month commitment

Tax Package for Year-Round Planning and Preparations of corporate income tax returns, owner/employee tax returns, payroll tax returns, sales/use tax returns, property tax returns, and/or other tax returns required

(25% of estimated annual costs retainer; monthly invoiced payments with due dates thereafter

Specified monthly, quarterly, and annual compliance requirements covered by quarterly planning sessions and required filing modes for tax returns

$1,000 retainer for 12-month commitment

Quarterly planning fees and tax return fees (by required forms) itemized in engagement letter

Rush Fees  to A4BL

(prepaid)

Specified hours requested by client, and confirmed by Jeanine, via engagement arrangements

$100 per project

Late Fees payable to A4BL

(Due upon receipt)

Monthly flat fee assessed by billing vendor when invoices are not paid by specified due date (grace period of three days beyond due date)

$25 per month

Administrative Fees payable to Vendor/Contractor   

(Prepaid or due upon receipt)  

Monthly flat fee added to client bill when assessed by vendor/contractor

$25 per month

Printing Fees to Printer Contractor

(Prepaid or due upon receipt)

Specified fees charged by vendor/contractor reimbursed with client invoice in addition to other charges included on engagement invoice

$5 per page

Flash Drive to Supplier (two high-definition package) 

(prepaid)

Market fees payable with invoice in addition to other engagement fees to reimburse A4BL

$25 per package

Download and Organize Cloud Files to New Packaged Flash Drive:  Full-Service Clients Add-On

(prepaid)

All Yearly Records for One Year Period of Time

$160 set-up plus one year of records

Download and Organize Cloud Files to New Packaged Flash Drive:  Full-Service Clients Add-On

(prepaid)

Additional Years Records

$50 for each additional year added after first year

Download and Organize Cloud Files to New Packaged Flash Drive:  Income Tax Only Clients Add-On

(prepaid)

All Yearly Records for One Year Period of Time

$80 set-up plus one year of records

Jeanine's client needs analysis with engagement proposal or appropriate referral(s) and pricing quotes costs $0, and is conducted over the telephone upon request to Buben.Jeanine@comcast.net or texted to (616) 430-5231. (E-mailed engagement offer and/or referrals follow needs analysis within a few days of evaluation.) Be sure to include your name, company or entity, phone number, and e-mail for confirmation of telephone appointment time.

Current online accounting, online payroll and/or contractors management, and remote tax compliance plans include multi-services annual plans options: (select three or more annual services on a signed and dated engagement letter offer to get a package discount)

  1. Business office set-up ($150 flat fee for all of the below services as needed)

    1. Accounting set-up based on industry and entity type

    2. Payroll and/or contractors accounts payable set-up for your workers

    3. Tax compliance set-up for your entity and the owners (payroll taxes, sales & use taxes, property taxes, corporate or other entity income taxes, owners' income taxes, other required taxes)

  2. Manage or advise your employees to complete operational tasks for each month or quarter (price varies by selection below and frequency desired)

    1. Monthly online accounting including coding transactions to financial reports as uploaded or downloaded from clients or their financial institutions ($200 per month completed or $2,400 per year)

    2. Monthly payroll submissions to payroll manager and/or monthly contractor submissions to accounts payable manager ($100 per month up to 50 workers or $1,200 per year; additional workers $5 each per month)
      Payroll managers and/or accounts payable managers from your payroll vendor will charge their fees in addition to our services.

    3. Quarterly estimated tax payment calculations required for corporations and self-employed owners based on income as it is earned and shown on client quarterly profit & loss statements or tax software projections ($150 per quarter)

    4. Reconciliation of bank accounts and credit cards ($150 per month for four accounts per month or $1,800 per year; additional accounts $25 each per month)

    5. Monthly telephone meeting to go over financial reports ($160 per month or $1,920 per year)

  3. Tax compliance management, tax return preparations, & tax reviews (price varies with types of returns and frequency of preparations as follows)

    1. Payroll tax returns (federal, state, local) package ($225 per quarter set plus $75 for annual set, or $975 per year)

    2. Sales & use tax returns ($75 for each federal, state, local set per month, quarter, or annually)

    3. Property tax returns ($75 apiece)

    4. Corporate (C, S, PC, PHC, other) income tax return set ($550 per each federal, state, local set per year)

    5. Partnership or two or more member LLC income tax return set ($450 per each federal, state, local set per year)

    6. Proprietorship or one-person LLC on personal income tax return Schedule C, E, F ($100 per company) &/or Schedule SE for self-employment taxes

    7. Owner personal income tax return with standard deduction ($225 per owner or employee) ($225 per owner)

    8. Owner personal income tax return with itemized deductions on Schedule A or 1 &/or Schedule B for interest and dividends reporting ($325 per owner)

    9. Dependent of business owner personal income tax return ($25 per owner dependent with earnings reporting requirement)

    10. Trust or estate income tax return ($550 for each federal, state, local package)

    11. Gifts tax return ($75 for each federal, state, local return)

    12. Depreciation schedule ($150 for up to ten assets; $10 for each additional asset)

    13. Required long form or schedule ($75 each)

    14. Required short form or schedule ($25 each)

    15. Review of tax department client returns or owner prepared owner returns ($60 per hour)

    16. Tax planning with estimated tax payments and options education ($160 per hour)

    17. IRS &/or state/local taxpayer representation (tax audit, tax payment plan, offer-in-compromise, IRS letters, tax lawyer paralegal assistance) ($2,500 retainer and $225 per hour services fee as needed; initial charges come from retainer before additional funding is invoiced)

      PLEASE NOTE: Charges due from the taxpayer to the Internal Revenue Service (IRS) &/or state/local departments of revenue must be paid BY THE TAXPAYER to the appropriate governmental entities outside of our representation services fees when required by such authorities. If working with a tax attorney, attorney fees are SEPARATELY BILLED from our Enrolled Agent (EA) fees &/or tax paralegal fees.

  4. Discount options (select one annual plan discount choice from the below options) PLEASE NOTE: the discounts below are ONLY available for annual service plan clients.

    1. Monthly clients selecting three or more services each month or annually get 20% off of annual package after receipt of retainer and signed/dated engagement letter. Subsequent monthly invoices must be paid by the specified due dates in order to avoid additional vendor services fees.

    2. Quarterly clients selecting three or more services each quarter or annually get 10% off of annual package after receipt of retainer and signed/dated engagement letter. Subsequent quarterly invoices must be paid by the specified due dates in order to avoid additional vendor services fees.

    3. Hourly clients utilizing individually selected hourly services get either prepaid hours discounts or 15% off of hourly rates after pre-paying for 40 hours or more of services with hours NOT expiring with current year end. This is like a pre-paid punch card of hourly services of client's choice as needed.