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Note: The pricing displayed here is an estimate.


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What Type of Tax Preparation Are You Looking For?


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What accounting service would you be interested in?


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Interest Income Statements
Capital Gains Statements
Rental Properties
How many Forms K-1 do you expect to receive this year?

How many states in addition to your state of residence do you plan on filing?

(KS and MO excluded)

Basis Increases for High income tax brackets


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What is the tax structure of your entity?
How many shareholders/members/partners are there (including you)?
How many states do you anticipate filing in?
Assets/Revenue
Depreciation (No. of new assets)

Do you need inventory adjustments?

1031 Gains to record

8825s

States (> 1)

Does AM CPA do your ongoing accounting?



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What is the tax structure of your entity?
How many states do you anticipate filing in?
Assets/Revenue
Depreciation (No. of new assets)
Do you need inventory adjustments?
Did you have a Fundraising Event?
States (> 1)

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Monthly Full Service

How many transactions do you have per month?

Accounts Payable and Accounts Receivable?

Accounts Payable

Check Runs

No. of checks per month

No. of checks per week

Accounts Receivable 

Invoices Per Month 


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Monthly Reconciliation

No. of Bank Accounts

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Quarterly Full Service

No. of Transactions per Quarter

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Quarterly Reconciliation

No. of Bank Accounts

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Additional Services

What additional services would you like to apply?
No. of Employees
Single Filing?
Number of Additional Filings
Jurisdictions/States
Number of Contractors

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Payroll


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Sales Tax


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1099s Year End


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Final cost

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Summary

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