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New & Incoming for 2027 Filing Season
Flexible services starting with Bookkeeping, Individual, and Entity Taxes.
Flexible Plans for Every Client
Our Pricing for the 2027 Filing Season is designed to be flexible and client-focused. Start with our core services — Bookkeeping, Individual Taxes, and Entity Taxes — and add optional features as needed.
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Most services are billed on a monthly subscription basis for each calendar year.
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Tax returns will be billed at the time of completion.
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Clients meet at the start of the relationship or during Q4 to confirm details for the upcoming year.
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All plans and add-ons will be implemented as of 1/1/xx.


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