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Note: The pricing displayed here is an estimate.

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Tax Preparation
What Type of Tax Preparation Are You Looking For?
What is the tax structure of your entity?
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?
Did you have a Fundraising Event?
Gifts/Grants
States (> 1)
1031 Gains to record
8825s
States (> 1)
Does AM CPA do your ongoing accounting?
What schedules apply to your return?
 (Itemize)
(Interest Income)
 (Small Business)
 (Capital Gains)
 (Farm)
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
Estimated Total: [total] /year
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Accounting
No. of Bank Accounts
No. of Bank Accounts
How many transactions do you have per month?
 
Check Runs
No. of checks per month
No. of checks per week
No. of Transactions per Quarter
Additional Services
No. of Employees
No. of Additional Filings
No. of Contractors
Estimated Total: [total] /month
Estimated Total: [total] /quarter
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Additional Services
What additional services would you like to apply?
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Payroll
No. of Employees
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Sales Tax
Single Filing?
Number of Additional Filings
Jurisdictions/States
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1099s Year End
Number of Contractors
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The final estimated price is :

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Your Estimate
[total] /year
[total] /month
[total] /quarter
+ $150
(one time fee for new clients)
+ $350
(one time payroll fee)

*This estimate may change based on the review of your previous years tax return, an understanding of your go-forward goals and discussion with your CPA

Summary

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